VANGUARD WELLINGTON FD

Ticker: VTES CUSIP: 921935870 Class: SHORT TRM TAX EX

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

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

Q4 2025
Shares 5,351 Value ($000) $544 Avg Close — Range —
Q3 2025
Shares 3,842 Value ($000) $392 Avg Close — Range —
Q2 2025
Shares 4,959 Value ($000) $501 Avg Close — Range —
Q1 2025
Shares 4,340 Value ($000) $436 Avg Close — Range —
Q4 2024
Shares 5,673 Value ($000) $569 Avg Close — Range —
Q3 2024
Shares 5,792 Value ($000) $587 Avg Close — Range —
Q2 2024
Shares 6,029 Value ($000) $603 Avg Close — Range —
Q1 2024
Shares 6,852 Value ($000) $690 Avg Close — Range —
Q4 2023
Shares 6,872 Value ($000) $697 Avg Close — Range —
Q3 2023
Shares 3,953 Value ($000) $390 Avg Close — Range —
Q2 2023
Shares 2,580 Value ($000) $259 Avg Close — Range —