VANGUARD INDEX FDS

Ticker: VTV CUSIP: 922908744 Class: VALUE ETF

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

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

Q4 2025
Shares 95,135 Value ($000) $18,170 Avg Close Range
Q3 2025
Shares 95,633 Value ($000) $17,835 Avg Close Range
Q2 2025
Shares 91,311 Value ($000) $16,138 Avg Close Range
Q1 2025
Shares 92,091 Value ($000) $15,908 Avg Close Range
Q4 2024
Shares 92,725 Value ($000) $15,698 Avg Close Range
Q3 2024
Shares 93,808 Value ($000) $16,376 Avg Close Range
Q2 2024
Shares 91,294 Value ($000) $14,644 Avg Close Range
Q1 2024
Shares 89,634 Value ($000) $14,598 Avg Close Range
Q4 2023
Shares 86,527 Value ($000) $12,936 Avg Close Range
Q3 2023
Shares 83,633 Value ($000) $11,536 Avg Close Range
Q2 2023
Shares 74,932 Value ($000) $10,648 Avg Close Range
Q1 2023
Shares 69,830 Value ($000) $9,644 Avg Close Range
Q4 2022
Shares 65,967 Value ($000) $9,260 Avg Close Range
Q3 2022
Shares 54,679 Value ($000) $6,752 Avg Close Range
Q2 2022
Shares 49,325 Value ($000) $6,504 Avg Close Range
Q1 2022
Shares 30,414 Value ($000) $4,513 Avg Close Range
Q4 2021
Shares 24,787 Value ($000) $3,648 Avg Close Range