SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

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

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

Q4 2025
Shares 2,640 Value ($000) $409 Avg Close — Range —
Q3 2025
Shares 2,670 Value ($000) $372 Avg Close — Range —
Q2 2025
Shares 2,975 Value ($000) $401 Avg Close — Range —
Q1 2025
Shares 3,149 Value ($000) $460 Avg Close — Range —
Q4 2024
Shares 3,273 Value ($000) $450 Avg Close — Range —
Q3 2024
Shares 3,590 Value ($000) $553 Avg Close — Range —
Q2 2024
Shares 3,565 Value ($000) $520 Avg Close — Range —
Q1 2024
Shares 3,625 Value ($000) $536 Avg Close — Range —
Q4 2023
Shares 3,474 Value ($000) $474 Avg Close — Range —
Q3 2023
Shares 2,034 Value ($000) $262 Avg Close — Range —
Q2 2023
Shares 1,641 Value ($000) $218 Avg Close — Range —
Q4 2022
Shares 1,515 Value ($000) $206 Avg Close — Range —