SUN LIFE FINANCIAL INC.

Ticker: SLF CUSIP: 866796105 Class: Common Stock

EVERGREEN CAPITAL MANAGEMENT LLC's Holding History (CIK: 0001260824)

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

Q4 2025
Shares 5,385 Value ($000) $336 Avg Close $60.42 Range $57.22 - $63.12
Q3 2025
Shares 6,831 Value ($000) $410 Avg Close $60.14 Range $56.22 - $66.57
Q2 2025
Shares 7,105 Value ($000) $472 Avg Close $61.32 Range $52.44 - $66.81
Q1 2025
Shares 7,418 Value ($000) $425 Avg Close $57.00 Range $53.57 - $59.88
Q4 2024
Shares 7,061 Value ($000) $419 Avg Close $59.01 Range $55.24 - $62.85
Q3 2024
Shares 6,924 Value ($000) $402 Avg Close $52.26 Range $46.41 - $58.49
Q2 2024
Shares 5,373 Value ($000) $263 Avg Close $50.75 Range $46.91 - $54.55
Q1 2024
Shares 4,907 Value ($000) $268 Avg Close $52.90 Range $49.74 - $55.46
Q4 2023
Shares 5,091 Value ($000) $264 Avg Close $49.21 Range $44.57 - $52.72
Q3 2023
Shares 4,299 Value ($000) $210 Avg Close $50.13 Range $46.74 - $53.21
Q2 2023
Shares 10,245 Value ($000) $534 Avg Close $49.13 Range $46.51 - $52.29
Q1 2023
Shares 8,864 Value ($000) $414 Avg Close $48.14 Range $43.53 - $51.63
Q2 2022
Shares 4,453 Value ($000) $204 Avg Close $49.82 Range $43.80 - $56.28
Q1 2022
Shares 6,049 Value ($000) $338 Avg Close $55.08 Range $50.74 - $58.49
Q4 2021
Shares 5,456 Value ($000) $304 Avg Close $55.28 Range $50.89 - $57.93
Q3 2021
Shares 5,107 Value ($000) $263 Avg Close $51.43 Range $48.85 - $53.38
Q2 2021
Shares 5,803 Value ($000) $299 Avg Close $52.82 Range $50.05 - $55.07
Q1 2021
Shares 5,077 Value ($000) $257 Avg Close $48.97 Range $43.74 - $52.15
Q4 2020
Shares 4,759 Value ($000) $212 Avg Close $43.31 Range $38.53 - $46.23
Q4 2019
Shares 5,497 Value ($000) $250 Avg Close $44.99 Range $42.47 - $47.02
Q3 2019
Shares 5,497 Value ($000) $246 Avg Close $41.78 Range $38.40 - $45.02
Q2 2019
Shares 5,497 Value ($000) $227 Avg Close $40.18 Range $38.61 - $41.76
Q1 2019
Shares 5,497 Value ($000) $211 Avg Close $36.70 Range $32.67 - $39.34