ISHARES TR

Ticker: HEFA CUSIP: 46434V803 Class: HDG MSCI EAFE

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

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

Q4 2025
Shares 54,946 Value ($000) $2,273 Avg Close — Range —
Q3 2025
Shares 58,197 Value ($000) $2,305 Avg Close — Range —
Q2 2025
Shares 59,877 Value ($000) $2,273 Avg Close — Range —
Q1 2025
Shares 61,291 Value ($000) $2,224 Avg Close — Range —
Q4 2024
Shares 60,844 Value ($000) $2,114 Avg Close — Range —
Q3 2024
Shares 58,585 Value ($000) $2,075 Avg Close — Range —
Q2 2024
Shares 53,968 Value ($000) $1,919 Avg Close — Range —
Q1 2024
Shares 51,825 Value ($000) $1,808 Avg Close — Range —
Q4 2023
Shares 43,501 Value ($000) $1,371 Avg Close — Range —
Q3 2023
Shares 37,218 Value ($000) $1,120 Avg Close — Range —
Q2 2023
Shares 32,698 Value ($000) $1,014 Avg Close — Range —
Q1 2023
Shares 27,331 Value ($000) $805 Avg Close — Range —