VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 181,188 Value ($000) $11,319 Avg Close — Range —
Q3 2025
Shares 167,759 Value ($000) $10,052 Avg Close — Range —
Q2 2025
Shares 118,118 Value ($000) $6,734 Avg Close — Range —
Q1 2025
Shares 105,197 Value ($000) $5,347 Avg Close — Range —
Q4 2024
Shares 93,949 Value ($000) $4,493 Avg Close — Range —
Q3 2024
Shares 94,414 Value ($000) $4,986 Avg Close — Range —
Q2 2024
Shares 84,899 Value ($000) $4,196 Avg Close — Range —
Q1 2024
Shares 79,033 Value ($000) $3,965 Avg Close — Range —
Q4 2023
Shares 67,588 Value ($000) $3,237 Avg Close — Range —
Q3 2023
Shares 62,578 Value ($000) $2,736 Avg Close — Range —
Q2 2023
Shares 57,616 Value ($000) $2,661 Avg Close — Range —
Q1 2023
Shares 48,439 Value ($000) $2,188 Avg Close — Range —
Q4 2022
Shares 42,054 Value ($000) $1,765 Avg Close — Range —
Q3 2022
Shares 44,025 Value ($000) $1,601 Avg Close — Range —
Q2 2022
Shares 47,530 Value ($000) $1,940 Avg Close — Range —
Q1 2022
Shares 44,146 Value ($000) $2,146 Avg Close — Range —
Q4 2021
Shares 27,546 Value ($000) $1,410 Avg Close — Range —