SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

Trellis Wealth Advisors LLC's Holding History (CIK: 0001989031)

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

Q4 2025
Shares 8,500 Value ($000) $223 Avg Close $27.87 Range $23.52 - $32.73