SUN LIFE FINANCIAL INC.

Ticker: SLF CUSIP: 866796105 Class: Common Stock

PDS Planning, Inc's Holding History (CIK: 0000838618)

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

Q4 2025
Shares 6,433 Value ($000) $401 Avg Close $60.42 Range $57.22 - $63.12
Q3 2025
Shares 6,431 Value ($000) $386 Avg Close $60.14 Range $56.22 - $66.57
Q2 2025
Shares 6,513 Value ($000) $433 Avg Close $61.32 Range $52.44 - $66.81
Q1 2025
Shares 6,279 Value ($000) $360 Avg Close $57.00 Range $53.57 - $59.88
Q4 2024
Shares 5,518 Value ($000) $327 Avg Close $59.01 Range $55.24 - $62.85
Q3 2024
Shares 5,448 Value ($000) $316 Avg Close $52.26 Range $46.41 - $58.49
Q2 2024
Shares 4,893 Value ($000) $240 Avg Close $50.75 Range $46.91 - $54.55
Q1 2024
Shares 5,245 Value ($000) $286 Avg Close $52.90 Range $49.74 - $55.46
Q4 2023
Shares 4,937 Value ($000) $256 Avg Close $49.21 Range $44.57 - $52.72
Q3 2023
Shares 4,829 Value ($000) $236 Avg Close $50.13 Range $46.74 - $53.21
Q2 2023
Shares 4,659 Value ($000) $243 Avg Close $49.13 Range $46.51 - $52.29