SOFI TECHNOLOGIES INC

Ticker: SOFI CUSIP: 83406F102 Class: EQTY

Wealthspire Retirement, LLC's Holding History (CIK: 0002040084)

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

Q2 2025

Shares 572,437 Value ($000) $10,424 Avg Close $13.19 Range $8.60 - $18.92

Q1 2025

Shares 572,437 Value ($000) $6,657 Avg Close $14.41 Range $10.85 - $18.42

Q4 2024

Shares 575,987 Value ($000) $8,870 Avg Close $12.99 Range $7.57 - $17.19

Q3 2024

Shares 575,988 Value ($000) $4,527 Avg Close $7.27 Range $6.01 - $8.53

Q2 2024

Shares 575,988 Value ($000) $3,807 Avg Close $7.05 Range $6.20 - $7.94

Q1 2024

Shares 576,058 Value ($000) $4,205 Avg Close $7.94 Range $6.82 - $9.81

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	572,437	$10,424	$13.19	$8.60 - $18.92
Q1 2025	572,437	$6,657	$14.41	$10.85 - $18.42
Q4 2024	575,987	$8,870	$12.99	$7.57 - $17.19
Q3 2024	575,988	$4,527	$7.27	$6.01 - $8.53
Q2 2024	575,988	$3,807	$7.05	$6.20 - $7.94
Q1 2024	576,058	$4,205	$7.94	$6.82 - $9.81