ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

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

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

Q4 2025
Shares 15,609 Value ($000) $1,778 Avg Close — Range —
Q3 2025
Shares 14,925 Value ($000) $1,700 Avg Close — Range —
Q2 2025
Shares 12,777 Value ($000) $1,431 Avg Close — Range —
Q1 2025
Shares 10,442 Value ($000) $1,044 Avg Close — Range —
Q4 2024
Shares 9,888 Value ($000) $957 Avg Close — Range —
Q3 2024
Shares 9,692 Value ($000) $1,043 Avg Close — Range —
Q2 2024
Shares 8,523 Value ($000) $872 Avg Close — Range —
Q1 2024
Shares 7,353 Value ($000) $763 Avg Close — Range —
Q4 2023
Shares 6,515 Value ($000) $631 Avg Close — Range —
Q3 2023
Shares 6,124 Value ($000) $529 Avg Close — Range —
Q2 2023
Shares 5,742 Value ($000) $548 Avg Close — Range —
Q1 2023
Shares 5,581 Value ($000) $523 Avg Close — Range —
Q4 2022
Shares 5,320 Value ($000) $446 Avg Close — Range —
Q3 2022
Shares 5,141 Value ($000) $373 Avg Close — Range —
Q2 2022
Shares 3,556 Value ($000) $286 Avg Close — Range —
Q1 2022
Shares 3,775 Value ($000) $366 Avg Close — Range —
Q4 2021
Shares 2,955 Value ($000) $327 Avg Close — Range —