SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

WCG Wealth Advisors LLC's Holding History (CIK: 0001855713)

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

Q4 2025

Shares 39,299 Value ($000) $1,029 Avg Close $27.87 Range $23.52 - $32.73

Q4 2023

Shares 30,281 Value ($000) $0 Avg Close $7.95 Range $6.41 - $10.49

Q3 2023

Shares 44,988 Value ($000) $0 Avg Close $8.79 Range $7.37 - $11.70

Q3 2022

Shares 13,670 Value ($000) $67 Avg Close $6.33 Range $4.79 - $8.52

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	39,299	$1,029	$27.87	$23.52 - $32.73
Q4 2023	30,281	$0	$7.95	$6.41 - $10.49
Q3 2023	44,988	$0	$8.79	$7.37 - $11.70
Q3 2022	13,670	$67	$6.33	$4.79 - $8.52