SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

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

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

Q4 2025
Shares 49,222 Value ($000) $1,289 Avg Close $27.87 Range $23.52 - $32.73
Q3 2025
Shares 19,062 Value ($000) $504 Avg Close $23.73 Range $17.35 - $30.30
Q2 2025
Shares 11,177 Value ($000) $204 Avg Close $13.19 Range $8.60 - $18.92
Q1 2025
Shares 15,544 Value ($000) $181 Avg Close $14.41 Range $10.85 - $18.42