SUN LIFE FINANCIAL INC.

Ticker: SLF CUSIP: 866796105 Class: Common Stock

DIMENSIONAL FUND ADVISORS LP's Holding History (CIK: 0000354204)

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

Q4 2025
Shares 1,638,603 Value ($000) $102,254 Avg Close $60.42 Range $57.22 - $63.12
Q3 2025
Shares 1,639,801 Value ($000) $98,426 Avg Close $60.14 Range $56.22 - $66.57
Q2 2025
Shares 1,616,699 Value ($000) $107,421 Avg Close $61.32 Range $52.44 - $66.81
Q1 2025
Shares 1,616,435 Value ($000) $92,546 Avg Close $57.00 Range $53.57 - $59.88
Q4 2024
Shares 1,719,655 Value ($000) $102,044 Avg Close $59.01 Range $55.24 - $62.85
Q3 2024
Shares 1,808,941 Value ($000) $104,951 Avg Close $52.26 Range $46.41 - $58.49
Q2 2024
Shares 1,775,042 Value ($000) $86,958 Avg Close $50.75 Range $46.91 - $54.55
Q1 2024
Shares 1,343,624 Value ($000) $73,335 Avg Close $52.90 Range $49.74 - $55.46
Q4 2023
Shares 1,142,666 Value ($000) $59,255 Avg Close $49.21 Range $44.57 - $52.72
Q3 2023
Shares 960,123 Value ($000) $46,855 Avg Close $50.13 Range $46.74 - $53.21
Q2 2023
Shares 1,242,060 Value ($000) $64,733 Avg Close $49.13 Range $46.51 - $52.29
Q1 2023
Shares 1,541,752 Value ($000) $71,992 Avg Close $48.14 Range $43.53 - $51.63
Q4 2022
Shares 1,780,600 Value ($000) $83 Avg Close $44.25 Range $37.96 - $47.89
Q3 2022
Shares 1,702,232 Value ($000) $67,684 Avg Close $44.82 Range $39.38 - $48.72
Q2 2022
Shares 1,268,861 Value ($000) $58,128 Avg Close $49.82 Range $43.80 - $56.28
Q1 2022
Shares 954,930 Value ($000) $53,314 Avg Close $55.08 Range $50.74 - $58.49
Q4 2021
Shares 805,146 Value ($000) $44,839 Avg Close $55.28 Range $50.89 - $57.93
Q3 2021
Shares 795,945 Value ($000) $40,951 Avg Close $51.43 Range $48.85 - $53.38
Q2 2021
Shares 803,104 Value ($000) $41,392 Avg Close $52.82 Range $50.05 - $55.07
Q1 2021
Shares 800,596 Value ($000) $40,470 Avg Close $48.97 Range $43.74 - $52.15
Q4 2020
Shares 905,333 Value ($000) $40,251 Avg Close $43.31 Range $38.53 - $46.23
Q3 2020
Shares 1,004,381 Value ($000) $40,908 Avg Close $40.44 Range $35.54 - $43.65
Q2 2020
Shares 1,106,510 Value ($000) $40,664 Avg Close $34.37 Range $29.69 - $39.81
Q1 2020
Shares 1,187,011 Value ($000) $38,091 Avg Close $42.84 Range $24.37 - $50.13
Q4 2019
Shares 1,328,771 Value ($000) $60,552 Avg Close $44.99 Range $42.47 - $47.02
Q3 2019
Shares 1,395,851 Value ($000) $62,548 Avg Close $41.78 Range $38.40 - $45.02
Q2 2019
Shares 1,479,649 Value ($000) $61,198 Avg Close $40.18 Range $38.61 - $41.76
Q1 2019
Shares 1,635,141 Value ($000) $62,806 Avg Close $36.70 Range $32.67 - $39.34
Q4 2018
Shares 1,593,732 Value ($000) $52,896 Avg Close $36.15 Range $31.49 - $40.23
Q3 2018
Shares 1,588,515 Value ($000) $63,159 Avg Close $40.02 Range $38.10 - $41.22
Q2 2018
Shares 1,580,449 Value ($000) $63,439 Avg Close $41.40 Range $39.08 - $44.00
Q1 2018
Shares 1,482,716 Value ($000) $60,969 Avg Close $42.16 Range $39.56 - $44.50
Q4 2017
Shares 1,587,347 Value ($000) $65,494 Avg Close $39.86 Range $38.54 - $41.40
Q3 2017
Shares 1,586,703 Value ($000) $63,183 Avg Close $38.16 Range $35.54 - $40.04
Q2 2017
Shares 1,539,664 Value ($000) $55,043 Avg Close $34.49 Range $32.22 - $36.56
Q1 2017
Shares 1,211,562 Value ($000) $44,283 Avg Close $38.00 Range $35.03 - $40.57
Q4 2016
Shares 1,086,134 Value ($000) $41,718 Avg Close $36.23 Range $32.03 - $39.87
Q3 2016
Shares 1,063,536 Value ($000) $34,607 Avg Close $32.16 Range $30.38 - $33.27
Q2 2016
Shares 671,046 Value ($000) $22,030 Avg Close $33.52 Range $30.79 - $35.46
Q1 2016
Shares 243,182 Value ($000) $7,847 Avg Close $29.35 Range $25.31 - $32.90
Q4 2015
Shares 191,074 Value ($000) $5,962 Avg Close $32.98 Range $30.59 - $34.63
Q3 2015
Shares 191,199 Value ($000) $6,168 Avg Close $32.42 Range $27.87 - $34.87
Q2 2015
Shares 188,698 Value ($000) $6,303 Avg Close $32.96 Range $30.49 - $35.13
Q1 2015
Shares 72,205 Value ($000) $2,225 Avg Close $31.93 Range $29.99 - $36.25
Q4 2014
Shares 70,368 Value ($000) $2,537 Avg Close $35.76 Range $31.52 - $38.08
Q3 2014
Shares 63,709 Value ($000) $2,311 Avg Close $37.58 Range $36.13 - $38.85
Q2 2014
Shares 58,477 Value ($000) $2,147 Avg Close $34.44 Range $32.28 - $36.87
Q1 2014
Shares 57,223 Value ($000) $1,982 Avg Close $34.43 Range $31.69 - $36.21
Q4 2013
Shares 64,478 Value ($000) $2,278 Avg Close $34.04 Range $31.22 - $36.33
Q3 2013
Shares 72,041 Value ($000) $2,303 Avg Close $31.79 Range $29.30 - $32.99
Q2 2013
Shares 54,605 Value ($000) $1,617 Avg Close $28.45 Range $25.54 - $30.31