SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

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

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

Q4 2025
Shares 16,311 Value ($000) $724 Avg Close — Range —
Q3 2025
Shares 15,395 Value ($000) $659 Avg Close — Range —
Q2 2025
Shares 16,505 Value ($000) $668 Avg Close — Range —
Q1 2025
Shares 18,024 Value ($000) $656 Avg Close — Range —
Q4 2024
Shares 18,483 Value ($000) $631 Avg Close — Range —
Q3 2024
Shares 18,640 Value ($000) $700 Avg Close — Range —
Q2 2024
Shares 18,765 Value ($000) $658 Avg Close — Range —
Q1 2024
Shares 18,683 Value ($000) $670 Avg Close — Range —
Q4 2023
Shares 19,018 Value ($000) $647 Avg Close — Range —
Q3 2023
Shares 17,378 Value ($000) $539 Avg Close — Range —
Q2 2023
Shares 17,235 Value ($000) $561 Avg Close — Range —
Q1 2023
Shares 16,811 Value ($000) $540 Avg Close — Range —
Q4 2022
Shares 20,853 Value ($000) $619 Avg Close — Range —
Q3 2022
Shares 24,133 Value ($000) $623 Avg Close — Range —
Q2 2022
Shares 28,388 Value ($000) $819 Avg Close — Range —
Q1 2022
Shares 30,079 Value ($000) $1,040 Avg Close — Range —
Q4 2021
Shares 31,737 Value ($000) $1,157 Avg Close — Range —