SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q4 2025

Shares 123,145 Value ($000) $3,224 Avg Close $27.87 Range $23.52 - $32.73

Q3 2025

Shares 47,602 Value ($000) $1,258 Avg Close $23.73 Range $17.35 - $30.30

Q2 2025

Shares 62,856 Value ($000) $1,145 Avg Close $13.19 Range $8.60 - $18.92

Q1 2025

Shares 46,049 Value ($000) $536 Avg Close $14.41 Range $10.85 - $18.42

Q4 2024

Shares 26,813 Value ($000) $413 Avg Close $12.99 Range $7.57 - $17.19

Q3 2024

Shares 48,681 Value ($000) $20 Avg Close $7.27 Range $6.01 - $8.53

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	123,145	$3,224	$27.87	$23.52 - $32.73
Q3 2025	47,602	$1,258	$23.73	$17.35 - $30.30
Q2 2025	62,856	$1,145	$13.19	$8.60 - $18.92
Q1 2025	46,049	$536	$14.41	$10.85 - $18.42
Q4 2024	26,813	$413	$12.99	$7.57 - $17.19
Q3 2024	48,681	$20	$7.27	$6.01 - $8.53