SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 12,555 Value ($000) $344 Avg Close — Range —
Q3 2025
Shares 12,561 Value ($000) $343 Avg Close — Range —
Q2 2025
Shares 12,561 Value ($000) $333 Avg Close — Range —
Q1 2025
Shares 12,561 Value ($000) $351 Avg Close — Range —
Q4 2024
Shares 12,561 Value ($000) $343 Avg Close — Range —
Q3 2024
Shares 4,187 Value ($000) $354 Avg Close — Range —
Q2 2024
Shares 4,187 Value ($000) $326 Avg Close — Range —
Q1 2024
Shares 4,239 Value ($000) $342 Avg Close — Range —
Q4 2023
Shares 4,015 Value ($000) $306 Avg Close — Range —
Q3 2023
Shares 4,015 Value ($000) $284 Avg Close — Range —
Q2 2023
Shares 3,717 Value ($000) $270 Avg Close — Range —