SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

Rooted Wealth Advisors, Inc.'s Holding History (CIK: 0001963732)

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

Q4 2025
Shares 11,615 Value ($000) $241 Avg Close $27.87 Range $23.52 - $32.73
Q3 2025
Shares 10,483 Value ($000) $265 Avg Close $23.73 Range $17.35 - $30.30