VANGUARD MALVERN FDS

Ticker: VTIP CUSIP: 922020805 Class: STRM INFPROIDX

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

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

Q3 2025
Shares 5,047 Value ($000) $256 Avg Close Range
Q2 2025
Shares 22,331 Value ($000) $1,123 Avg Close Range
Q1 2025
Shares 20,286 Value ($000) $1,012 Avg Close Range
Q4 2024
Shares 10,503 Value ($000) $509 Avg Close Range
Q3 2024
Shares 11,898 Value ($000) $587 Avg Close Range
Q2 2024
Shares 12,343 Value ($000) $599 Avg Close Range
Q1 2024
Shares 17,544 Value ($000) $840 Avg Close Range
Q4 2023
Shares 25,171 Value ($000) $1,195 Avg Close Range
Q3 2023
Shares 38,850 Value ($000) $1,837 Avg Close Range
Q2 2023
Shares 39,988 Value ($000) $1,896 Avg Close Range
Q1 2023
Shares 39,764 Value ($000) $1,902 Avg Close Range
Q4 2022
Shares 38,819 Value ($000) $1,813 Avg Close Range
Q3 2022
Shares 65,883 Value ($000) $3,170 Avg Close Range
Q2 2022
Shares 72,068 Value ($000) $3,613 Avg Close Range
Q1 2022
Shares 69,071 Value ($000) $3,491 Avg Close Range
Q4 2021
Shares 41,118 Value ($000) $2,112 Avg Close Range