SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

Simplicity Wealth,LLC's Holding History (CIK: 0001913243)

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

Q4 2025

Shares 91,527 Value ($000) $2,396 Avg Close $27.87 Range $23.52 - $32.73

Q3 2025

Shares 129,184 Value ($000) $3,413 Avg Close $23.73 Range $17.35 - $30.30

Q2 2025

Shares 20,708 Value ($000) $377 Avg Close $13.19 Range $8.60 - $18.92

Q1 2025

Shares 229,303 Value ($000) $2,667 Avg Close $14.41 Range $10.85 - $18.42

Q1 2024

Shares 13,959 Value ($000) $102 Avg Close $7.94 Range $6.82 - $9.81

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	91,527	$2,396	$27.87	$23.52 - $32.73
Q3 2025	129,184	$3,413	$23.73	$17.35 - $30.30
Q2 2025	20,708	$377	$13.19	$8.60 - $18.92
Q1 2025	229,303	$2,667	$14.41	$10.85 - $18.42
Q1 2024	13,959	$102	$7.94	$6.82 - $9.81