SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

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

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

Q4 2025

Shares 10,900 Value ($000) $1,089 Avg Close $94.74 Range $89.35 - $102.28

Q3 2025

Shares 10,900 Value ($000) $1,041 Avg Close $94.54 Range $89.44 - $99.14

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	10,900	$1,089	$94.74	$89.35 - $102.28
Q3 2025	10,900	$1,041	$94.54	$89.44 - $99.14