SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

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

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

Q3 2025
Shares 8,376 Value ($000) $220 Avg Close — Range —
Q2 2025
Shares 8,535 Value ($000) $209 Avg Close — Range —
Q1 2025
Shares 11,035 Value ($000) $261 Avg Close — Range —
Q4 2024
Shares 11,035 Value ($000) $261 Avg Close — Range —
Q3 2024
Shares 3,755 Value ($000) $269 Avg Close — Range —
Q2 2024
Shares 3,755 Value ($000) $252 Avg Close — Range —
Q1 2024
Shares 3,755 Value ($000) $253 Avg Close — Range —