ISHARES TR

Ticker: PFF CUSIP: 464288687 Class: PFD AND INCM SEC

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

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

Q4 2025
Shares 11,100 Value ($000) $344 Avg Close — Range —
Q3 2025
Shares 21,280 Value ($000) $673 Avg Close — Range —
Q2 2025
Shares 32,985 Value ($000) $1,012 Avg Close — Range —
Q1 2025
Shares 47,015 Value ($000) $1,445 Avg Close — Range —
Q4 2024
Shares 31,410 Value ($000) $988 Avg Close — Range —
Q3 2024
Shares 35,065 Value ($000) $1,165 Avg Close — Range —
Q2 2024
Shares 38,240 Value ($000) $1,206 Avg Close — Range —
Q1 2024
Shares 39,430 Value ($000) $1,271 Avg Close — Range —
Q4 2023
Shares 42,440 Value ($000) $1,324 Avg Close — Range —
Q3 2023
Shares 50,238 Value ($000) $1,515 Avg Close — Range —
Q2 2023
Shares 52,198 Value ($000) $1,614 Avg Close — Range —
Q1 2023
Shares 43,598 Value ($000) $1,361 Avg Close — Range —
Q4 2022
Shares 28,013 Value ($000) $855 Avg Close — Range —
Q3 2022
Shares 19,210 Value ($000) $608 Avg Close — Range —
Q2 2022
Shares 15,915 Value ($000) $524 Avg Close — Range —
Q1 2022
Shares 21,161 Value ($000) $761 Avg Close — Range —
Q4 2021
Shares 16,246 Value ($000) $646 Avg Close — Range —