SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

VALLEY NATIONAL ADVISERS INC's Holding History (CIK: 0000773411)

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

Q4 2025

Shares 43 Value ($000) $0 Avg Close $27.87 Range $23.52 - $32.73

Q2 2024

Shares 2,026 Value ($000) $0 Avg Close $7.05 Range $6.20 - $7.94

Q1 2024

Shares 3,381 Value ($000) $0 Avg Close $7.94 Range $6.82 - $9.81

Q4 2023

Shares 408 Value ($000) $0 Avg Close $7.95 Range $6.41 - $10.49

Q3 2023

Shares 195 Value ($000) $0 Avg Close $8.79 Range $7.37 - $11.70

Q1 2023

Shares 100 Value ($000) $0 Avg Close $6.06 Range $4.43 - $8.24

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	43	$0	$27.87	$23.52 - $32.73
Q2 2024	2,026	$0	$7.05	$6.20 - $7.94
Q1 2024	3,381	$0	$7.94	$6.82 - $9.81
Q4 2023	408	$0	$7.95	$6.41 - $10.49
Q3 2023	195	$0	$8.79	$7.37 - $11.70
Q1 2023	100	$0	$6.06	$4.43 - $8.24