SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025

Shares 9,999 Value ($000) $262 Avg Close $27.87 Range $23.52 - $32.73

Q3 2025

Shares 8,874 Value ($000) $234 Avg Close $23.73 Range $17.35 - $30.30

Q4 2024

Shares 14,325 Value ($000) $221 Avg Close $12.99 Range $7.57 - $17.19

Q3 2024

Shares 25,427 Value ($000) $200 Avg Close $7.27 Range $6.01 - $8.53

Q2 2024

Shares 2,192 Value ($000) $14 Avg Close $7.05 Range $6.20 - $7.94

Q1 2024

Shares 24,086 Value ($000) $176 Avg Close $7.94 Range $6.82 - $9.81

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,999	$262	$27.87	$23.52 - $32.73
Q3 2025	8,874	$234	$23.73	$17.35 - $30.30
Q4 2024	14,325	$221	$12.99	$7.57 - $17.19
Q3 2024	25,427	$200	$7.27	$6.01 - $8.53
Q2 2024	2,192	$14	$7.05	$6.20 - $7.94
Q1 2024	24,086	$176	$7.94	$6.82 - $9.81