SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 723,556 Value ($000) $18,943 Avg Close $27.87 Range $23.52 - $32.73
Q3 2025
Shares 625,385 Value ($000) $16,523 Avg Close $23.73 Range $17.35 - $30.30