SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 12,711 Value ($000) $333 Avg Close $27.87 Range $23.52 - $32.73
Q3 2025
Shares 12,798 Value ($000) $338 Avg Close $23.73 Range $17.35 - $30.30
Q2 2025
Shares 16,448 Value ($000) $300 Avg Close $13.19 Range $8.60 - $18.92
Q1 2025
Shares 17,758 Value ($000) $207 Avg Close $14.41 Range $10.85 - $18.42
Q4 2024
Shares 22,742 Value ($000) $350 Avg Close $12.99 Range $7.57 - $17.19
Q3 2024
Shares 22,161 Value ($000) $174 Avg Close $7.27 Range $6.01 - $8.53
Q2 2024
Shares 12,149 Value ($000) $80 Avg Close $7.05 Range $6.20 - $7.94
Q1 2024
Shares 10,890 Value ($000) $79 Avg Close $7.94 Range $6.82 - $9.81