SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

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

Q4 2025

Shares 340 Value ($000) $9 Avg Close $27.87 Range $23.52 - $32.73

Q3 2025

Shares 260 Value ($000) $7 Avg Close $23.73 Range $17.35 - $30.30

Q4 2024

Shares 481 Value ($000) $7 Avg Close $12.99 Range $7.57 - $17.19

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	340	$9	$27.87	$23.52 - $32.73
Q3 2025	260	$7	$23.73	$17.35 - $30.30
Q4 2024	481	$7	$12.99	$7.57 - $17.19