ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

Stone Point Wealth LLC's Holding History (CIK: 0001908192)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 7,999 Value ($000) $857 Avg Close — Range —
Q3 2025
Shares 8,143 Value ($000) $867 Avg Close — Range —
Q2 2025
Shares 8,816 Value ($000) $921 Avg Close — Range —
Q1 2025
Shares 11,676 Value ($000) $1,231 Avg Close — Range —
Q4 2024
Shares 11,816 Value ($000) $1,259 Avg Close — Range —
Q3 2024
Shares 11,868 Value ($000) $1,289 Avg Close — Range —
Q2 2024
Shares 11,925 Value ($000) $1,271 Avg Close — Range —
Q1 2024
Shares 12,023 Value ($000) $1,294 Avg Close — Range —
Q4 2023
Shares 11,886 Value ($000) $1,289 Avg Close — Range —
Q3 2023
Shares 16,642 Value ($000) $1,706 Avg Close — Range —
Q2 2023
Shares 10,444 Value ($000) $1,115 Avg Close — Range —
Q1 2023
Shares 8,786 Value ($000) $947 Avg Close — Range —
Q4 2022
Shares 6,865 Value ($000) $724 Avg Close — Range —
Q3 2022
Shares 7,584 Value ($000) $778 Avg Close — Range —
Q2 2022
Shares 4,853 Value ($000) $516 Avg Close — Range —
Q1 2022
Shares 6,510 Value ($000) $712 Avg Close — Range —
Q4 2021
Shares 6,887 Value ($000) $799 Avg Close — Range —