SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 1,128 Value ($000) $681 Avg Close — Range —
Q3 2025
Shares 1,183 Value ($000) $705 Avg Close — Range —
Q2 2025
Shares 1,663 Value ($000) $942 Avg Close — Range —
Q1 2025
Shares 4,434 Value ($000) $2,365 Avg Close — Range —
Q4 2024
Shares 4,379 Value ($000) $2,494 Avg Close — Range —
Q3 2024
Shares 3,891 Value ($000) $2,217 Avg Close — Range —
Q2 2024
Shares 2,759 Value ($000) $1,476 Avg Close — Range —
Q1 2024
Shares 2,269 Value ($000) $1,262 Avg Close — Range —