SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

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

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

Q4 2025
Shares 2,276 Value ($000) $328 Avg Close — Range —
Q3 2025
Shares 1,385 Value ($000) $390 Avg Close — Range —
Q2 2025
Shares 1,503 Value ($000) $381 Avg Close — Range —
Q1 2025
Shares 1,512 Value ($000) $312 Avg Close — Range —
Q4 2024
Shares 1,746 Value ($000) $406 Avg Close — Range —
Q3 2024
Shares 1,973 Value ($000) $445 Avg Close — Range —
Q2 2024
Shares 2,023 Value ($000) $458 Avg Close — Range —
Q1 2024
Shares 2,129 Value ($000) $443 Avg Close — Range —
Q4 2023
Shares 2,207 Value ($000) $425 Avg Close — Range —
Q3 2023
Shares 2,247 Value ($000) $368 Avg Close — Range —
Q2 2023
Shares 2,302 Value ($000) $400 Avg Close — Range —
Q1 2023
Shares 2,335 Value ($000) $353 Avg Close — Range —
Q4 2022
Shares 2,460 Value ($000) $306 Avg Close — Range —
Q3 2022
Shares 1,895 Value ($000) $225 Avg Close — Range —
Q2 2022
Shares 2,138 Value ($000) $272 Avg Close — Range —
Q1 2022
Shares 2,288 Value ($000) $367 Avg Close — Range —
Q4 2021
Shares 3,098 Value ($000) $539 Avg Close — Range —