SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025

Shares 13,517 Value ($000) $354 Avg Close $27.87 Range $23.52 - $32.73

Q3 2025

Shares 12,681 Value ($000) $335 Avg Close $23.73 Range $17.35 - $30.30

Q2 2025

Shares 10,984 Value ($000) $200 Avg Close $13.19 Range $8.60 - $18.92

Q1 2025

Shares 10,039 Value ($000) $117 Avg Close $14.41 Range $10.85 - $18.42

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	13,517	$354	$27.87	$23.52 - $32.73
Q3 2025	12,681	$335	$23.73	$17.35 - $30.30
Q2 2025	10,984	$200	$13.19	$8.60 - $18.92
Q1 2025	10,039	$117	$14.41	$10.85 - $18.42