VANGUARD INDEX FDS

Ticker: VBR CUSIP: 922908611 Class: SM CP VAL ETF

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

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

Q4 2025
Shares 23,318 Value ($000) $4,939 Avg Close — Range —
Q3 2025
Shares 23,748 Value ($000) $4,957 Avg Close — Range —
Q2 2025
Shares 25,467 Value ($000) $4,966 Avg Close — Range —
Q1 2025
Shares 28,772 Value ($000) $5,360 Avg Close — Range —
Q4 2024
Shares 29,847 Value ($000) $5,915 Avg Close — Range —
Q3 2024
Shares 33,053 Value ($000) $6,636 Avg Close — Range —
Q2 2024
Shares 33,271 Value ($000) $6,073 Avg Close — Range —
Q1 2024
Shares 33,207 Value ($000) $6,372 Avg Close — Range —
Q4 2023
Shares 30,364 Value ($000) $5,465 Avg Close — Range —
Q3 2023
Shares 29,117 Value ($000) $4,644 Avg Close — Range —
Q2 2023
Shares 26,811 Value ($000) $4,435 Avg Close — Range —
Q1 2023
Shares 25,401 Value ($000) $4,033 Avg Close — Range —
Q4 2022
Shares 23,167 Value ($000) $3,679 Avg Close — Range —
Q3 2022
Shares 17,902 Value ($000) $2,567 Avg Close — Range —
Q2 2022
Shares 14,413 Value ($000) $2,160 Avg Close — Range —
Q1 2022
Shares 8,301 Value ($000) $1,472 Avg Close — Range —
Q4 2021
Shares 6,901 Value ($000) $1,234 Avg Close — Range —