SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

MCCARTER PRIVATE WEALTH SERVICES LLC's Holding History (CIK: 0002036922)

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

Q4 2025
Shares 12,276 Value ($000) $321 Avg Close $27.87 Range $23.52 - $32.73
Q3 2025
Shares 10,663 Value ($000) $282 Avg Close $23.73 Range $17.35 - $30.30