VANGUARD CHARLOTTE FDS

Ticker: BNDX CUSIP: 92203J407 Class: TOTAL INT BD ETF

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

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

Q3 2025
Shares 10,380 Value ($000) $513 Avg Close — Range —
Q2 2025
Shares 80,469 Value ($000) $3,984 Avg Close — Range —
Q1 2025
Shares 79,635 Value ($000) $3,888 Avg Close — Range —
Q4 2024
Shares 80,034 Value ($000) $3,926 Avg Close — Range —
Q3 2024
Shares 79,724 Value ($000) $4,009 Avg Close — Range —
Q2 2024
Shares 69,815 Value ($000) $3,398 Avg Close — Range —
Q1 2024
Shares 59,822 Value ($000) $2,943 Avg Close — Range —
Q4 2023
Shares 43,677 Value ($000) $2,156 Avg Close — Range —
Q3 2023
Shares 40,156 Value ($000) $1,921 Avg Close — Range —
Q2 2023
Shares 27,446 Value ($000) $1,342 Avg Close — Range —
Q1 2023
Shares 9,204 Value ($000) $450 Avg Close — Range —
Q4 2022
Shares 8,199 Value ($000) $389 Avg Close — Range —
Q3 2022
Shares 5,288 Value ($000) $252 Avg Close — Range —
Q2 2022
Shares 4,438 Value ($000) $220 Avg Close — Range —
Q1 2022
Shares 3,906 Value ($000) $206 Avg Close — Range —