SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

Physician Wealth Advisors, Inc.'s Holding History (CIK: 0001795173)

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

Q4 2025
Shares 59 Value ($000) $2 Avg Close $27.87 Range $23.52 - $32.73
Q3 2025
Shares 59 Value ($000) $2 Avg Close $23.73 Range $17.35 - $30.30
Q1 2025
Shares 107 Value ($000) $1 Avg Close $14.41 Range $10.85 - $18.42