SEI INVTS CO

Ticker: SEIC CUSIP: 784117103 Class: EQTY

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

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

Q4 2025

Shares 21,223 Value ($000) $1,741 Avg Close $81.71 Range $77.03 - $86.45

Q3 2025

Shares 19,510 Value ($000) $1,655 Avg Close $88.30 Range $83.71 - $93.38

Q2 2025

Shares 13,844 Value ($000) $1,244 Avg Close $79.75 Range $63.90 - $89.97

Q4 2023

Shares 3,607 Value ($000) $229 Avg Close $56.53 Range $50.56 - $62.90

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	21,223	$1,741	$81.71	$77.03 - $86.45
Q3 2025	19,510	$1,655	$88.30	$83.71 - $93.38
Q2 2025	13,844	$1,244	$79.75	$63.90 - $89.97
Q4 2023	3,607	$229	$56.53	$50.56 - $62.90