VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

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

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

Q4 2025
Shares 9,644 Value ($000) $3,233 Avg Close Range
Q3 2025
Shares 22,471 Value ($000) $7,374 Avg Close Range
Q2 2025
Shares 22,553 Value ($000) $6,855 Avg Close Range
Q1 2025
Shares 20,215 Value ($000) $5,556 Avg Close Range
Q4 2024
Shares 19,094 Value ($000) $5,534 Avg Close Range
Q3 2024
Shares 18,460 Value ($000) $5,227 Avg Close Range
Q2 2024
Shares 17,416 Value ($000) $4,659 Avg Close Range
Q1 2024
Shares 16,654 Value ($000) $4,328 Avg Close Range
Q4 2023
Shares 15,880 Value ($000) $3,767 Avg Close Range
Q3 2023
Shares 15,144 Value ($000) $3,217 Avg Close Range
Q2 2023
Shares 14,650 Value ($000) $3,227 Avg Close Range
Q1 2023
Shares 14,058 Value ($000) $2,869 Avg Close Range
Q4 2022
Shares 13,054 Value ($000) $2,496 Avg Close Range
Q3 2022
Shares 12,005 Value ($000) $2,155 Avg Close Range
Q2 2022
Shares 11,364 Value ($000) $2,144 Avg Close Range
Q1 2022
Shares 8,810 Value ($000) $2,015 Avg Close Range
Q4 2021
Shares 5,163 Value ($000) $1,248 Avg Close Range