SUN LIFE FINANCIAL INC.

Ticker: SLF CUSIP: 866796105 Class: Common Stock

WELLINGTON MANAGEMENT GROUP LLP's Holding History (CIK: 0000902219)

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

Q4 2025

Shares 2,245,209 Value ($000) $140,339 Avg Close $60.42 Range $57.22 - $63.12

Q3 2025

Shares 1,004,968 Value ($000) $60,360 Avg Close $60.14 Range $56.22 - $66.57

Q2 2025

Shares 1,063,159 Value ($000) $70,603 Avg Close $61.32 Range $52.44 - $66.81

Q1 2025

Shares 808,309 Value ($000) $46,255 Avg Close $57.00 Range $53.57 - $59.88

Q4 2024

Shares 1,350,751 Value ($000) $80,160 Avg Close $59.01 Range $55.24 - $62.85

Q3 2024

Shares 62,206 Value ($000) $3,612 Avg Close $52.26 Range $46.41 - $58.49

Q2 2024

Shares 136,422 Value ($000) $6,688 Avg Close $50.75 Range $46.91 - $54.55

Q1 2024

Shares 130,704 Value ($000) $7,139 Avg Close $52.90 Range $49.74 - $55.46

Q4 2023

Shares 117,615 Value ($000) $6,130 Avg Close $49.21 Range $44.57 - $52.72

Q3 2023

Shares 73,643 Value ($000) $3,610 Avg Close $50.13 Range $46.74 - $53.21

Q1 2023

Shares 61,135 Value ($000) $2,852 Avg Close $48.14 Range $43.53 - $51.63

Q4 2022

Shares 59,612 Value ($000) $2,765 Avg Close $44.25 Range $37.96 - $47.89

Q3 2022

Shares 57,285 Value ($000) $2,290 Avg Close $44.82 Range $39.38 - $48.72

Q1 2021

Shares 54,732 Value ($000) $2,766 Avg Close $48.97 Range $43.74 - $52.15

Q4 2020

Shares 60,571 Value ($000) $2,691 Avg Close $43.31 Range $38.53 - $46.23

Q1 2020

Shares 11,142 Value ($000) $354 Avg Close $42.84 Range $24.37 - $50.13

Q4 2019

Shares 84,293 Value ($000) $3,849 Avg Close $44.99 Range $42.47 - $47.02

Q3 2019

Shares 7,172 Value ($000) $321 Avg Close $41.78 Range $38.40 - $45.02

Q2 2019

Shares 6,621 Value ($000) $275 Avg Close $40.18 Range $38.61 - $41.76

Q1 2019

Shares 8,451 Value ($000) $325 Avg Close $36.70 Range $32.67 - $39.34

Q4 2018

Shares 11,607 Value ($000) $385 Avg Close $36.15 Range $31.49 - $40.23

Q3 2018

Shares 118,105 Value ($000) $4,692 Avg Close $40.02 Range $38.10 - $41.22

Q2 2018

Shares 109,302 Value ($000) $4,390 Avg Close $41.40 Range $39.08 - $44.00

Q1 2018

Shares 76,928 Value ($000) $3,157 Avg Close $42.16 Range $39.56 - $44.50

Q4 2017

Shares 86,422 Value ($000) $3,579 Avg Close $39.86 Range $38.54 - $41.40

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,245,209	$140,339	$60.42	$57.22 - $63.12
Q3 2025	1,004,968	$60,360	$60.14	$56.22 - $66.57
Q2 2025	1,063,159	$70,603	$61.32	$52.44 - $66.81
Q1 2025	808,309	$46,255	$57.00	$53.57 - $59.88
Q4 2024	1,350,751	$80,160	$59.01	$55.24 - $62.85
Q3 2024	62,206	$3,612	$52.26	$46.41 - $58.49
Q2 2024	136,422	$6,688	$50.75	$46.91 - $54.55
Q1 2024	130,704	$7,139	$52.90	$49.74 - $55.46
Q4 2023	117,615	$6,130	$49.21	$44.57 - $52.72
Q3 2023	73,643	$3,610	$50.13	$46.74 - $53.21
Q1 2023	61,135	$2,852	$48.14	$43.53 - $51.63
Q4 2022	59,612	$2,765	$44.25	$37.96 - $47.89
Q3 2022	57,285	$2,290	$44.82	$39.38 - $48.72
Q1 2021	54,732	$2,766	$48.97	$43.74 - $52.15
Q4 2020	60,571	$2,691	$43.31	$38.53 - $46.23
Q1 2020	11,142	$354	$42.84	$24.37 - $50.13
Q4 2019	84,293	$3,849	$44.99	$42.47 - $47.02
Q3 2019	7,172	$321	$41.78	$38.40 - $45.02
Q2 2019	6,621	$275	$40.18	$38.61 - $41.76
Q1 2019	8,451	$325	$36.70	$32.67 - $39.34
Q4 2018	11,607	$385	$36.15	$31.49 - $40.23
Q3 2018	118,105	$4,692	$40.02	$38.10 - $41.22
Q2 2018	109,302	$4,390	$41.40	$39.08 - $44.00
Q1 2018	76,928	$3,157	$42.16	$39.56 - $44.50
Q4 2017	86,422	$3,579	$39.86	$38.54 - $41.40