SUN LIFE FINANCIAL INC.

Ticker: SLF CUSIP: 866796105 Class: Common Stock

CHARLES SCHWAB INVESTMENT MANAGEMENT INC's Holding History (CIK: 0000884546)

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

Q4 2025
Shares 1,695,074 Value ($000) $105,952 Avg Close $60.42 Range $57.22 - $63.12
Q3 2025
Shares 1,623,103 Value ($000) $97,486 Avg Close $60.14 Range $56.22 - $66.57
Q2 2025
Shares 1,658,168 Value ($000) $110,119 Avg Close $61.32 Range $52.44 - $66.81
Q1 2025
Shares 1,607,702 Value ($000) $92,000 Avg Close $57.00 Range $53.57 - $59.88
Q4 2024
Shares 1,596,439 Value ($000) $94,743 Avg Close $59.01 Range $55.24 - $62.85
Q3 2024
Shares 1,580,531 Value ($000) $91,778 Avg Close $52.26 Range $46.41 - $58.49
Q2 2024
Shares 1,501,376 Value ($000) $73,602 Avg Close $50.75 Range $46.91 - $54.55