SUN LIFE FINANCIAL INC.

Ticker: SLF CUSIP: 866796105 Class: Common Stock

MOTCO's Holding History (CIK: 0001306333)

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

Q4 2025

Shares 72,766 Value ($000) $4,541 Avg Close $60.42 Range $57.22 - $63.12

Q3 2025

Shares 74,647 Value ($000) $4,481 Avg Close $60.14 Range $56.22 - $66.57

Q2 2025

Shares 74,841 Value ($000) $4,565 Avg Close $61.32 Range $52.44 - $66.81

Q1 2025

Shares 77,208 Value ($000) $4,421 Avg Close $57.00 Range $53.57 - $59.88

Q4 2024

Shares 87,055 Value ($000) $5,166 Avg Close $59.01 Range $55.24 - $62.85

Q3 2024

Shares 88,310 Value ($000) $5,124 Avg Close $52.26 Range $46.41 - $58.49

Q2 2024

Shares 97,007 Value ($000) $4,752 Avg Close $50.75 Range $46.91 - $54.55

Q1 2024

Shares 97,897 Value ($000) $5,343 Avg Close $52.90 Range $49.74 - $55.46

Q4 2023

Shares 100,494 Value ($000) $5,212 Avg Close $49.21 Range $44.57 - $52.72

Q3 2023

Shares 116,331 Value ($000) $5,677 Avg Close $50.13 Range $46.74 - $53.21

Q2 2023

Shares 118,058 Value ($000) $6,153 Avg Close $49.13 Range $46.51 - $52.29

Q1 2023

Shares 122,290 Value ($000) $5,711 Avg Close $48.14 Range $43.53 - $51.63

Q4 2022

Shares 118,905 Value ($000) $5,520 Avg Close $44.25 Range $37.96 - $47.89

Q3 2022

Shares 122,490 Value ($000) $4,870 Avg Close $44.82 Range $39.38 - $48.72

Q2 2022

Shares 113,553 Value ($000) $5,202 Avg Close $49.82 Range $43.80 - $56.28

Q1 2022

Shares 125,776 Value ($000) $7,022 Avg Close $55.08 Range $50.74 - $58.49

Q4 2021

Shares 130,023 Value ($000) $7,241 Avg Close $55.28 Range $50.89 - $57.93

Q3 2021

Shares 129,521 Value ($000) $6,664 Avg Close $51.43 Range $48.85 - $53.38

Q2 2021

Shares 122,517 Value ($000) $6,314 Avg Close $52.82 Range $50.05 - $55.07

Q1 2021

Shares 114,636 Value ($000) $5,795 Avg Close $48.97 Range $43.74 - $52.15

Q4 2020

Shares 106,846 Value ($000) $4,750 Avg Close $43.31 Range $38.53 - $46.23

Q3 2020

Shares 114,763 Value ($000) $4,674 Avg Close $40.44 Range $35.54 - $43.65

Q2 2020

Shares 114,379 Value ($000) $4,203 Avg Close $34.37 Range $29.69 - $39.81

Q1 2020

Shares 105,553 Value ($000) $3,387 Avg Close $42.84 Range $24.37 - $50.13

Q4 2019

Shares 104,952 Value ($000) $4,782 Avg Close $44.99 Range $42.47 - $47.02

Q3 2019

Shares 104,194 Value ($000) $4,669 Avg Close $41.78 Range $38.40 - $45.02

Q2 2019

Shares 95,873 Value ($000) $3,965 Avg Close $40.18 Range $38.61 - $41.76

Q1 2019

Shares 96,150 Value ($000) $3,693 Avg Close $36.70 Range $32.67 - $39.34

Q4 2018

Shares 93,491 Value ($000) $3,103 Avg Close $36.15 Range $31.49 - $40.23

Q3 2018

Shares 89,911 Value ($000) $3,575 Avg Close $40.02 Range $38.10 - $41.22

Q2 2018

Shares 89,330 Value ($000) $3,585 Avg Close $41.40 Range $39.08 - $44.00

Q1 2018

Shares 89,896 Value ($000) $3,697 Avg Close $42.16 Range $39.56 - $44.50

Q4 2017

Shares 90,077 Value ($000) $3,717 Avg Close $39.86 Range $38.54 - $41.40

Q3 2017

Shares 89,846 Value ($000) $3,578 Avg Close $38.16 Range $35.54 - $40.04

Q2 2017

Shares 95,000 Value ($000) $3,396 Avg Close $34.49 Range $32.22 - $36.56

Q1 2017

Shares 92,918 Value ($000) $3,396 Avg Close $38.00 Range $35.03 - $40.57

Q4 2016

Shares 93,310 Value ($000) $3,584 Avg Close $36.23 Range $32.03 - $39.87

Q3 2016

Shares 98,926 Value ($000) $3,219 Avg Close $32.16 Range $30.38 - $33.27

Q2 2016

Shares 94,420 Value ($000) $3,100 Avg Close $33.52 Range $30.79 - $35.46

Q1 2016

Shares 94,644 Value ($000) $3,054 Avg Close $29.35 Range $25.31 - $32.90

Q4 2015

Shares 93,815 Value ($000) $2,928 Avg Close $32.98 Range $30.59 - $34.63

Q3 2015

Shares 93,199 Value ($000) $3,007 Avg Close $32.42 Range $27.87 - $34.87

Q2 2015

Shares 93,204 Value ($000) $3,113 Avg Close $32.96 Range $30.49 - $35.13

Q1 2015

Shares 91,630 Value ($000) $2,824 Avg Close $31.93 Range $29.99 - $36.25

Q4 2014

Shares 92,305 Value ($000) $3,329 Avg Close $35.76 Range $31.52 - $38.08

Q3 2014

Shares 89,325 Value ($000) $3,239 Avg Close $37.58 Range $36.13 - $38.85

Q2 2014

Shares 86,701 Value ($000) $3,183 Avg Close $34.44 Range $32.28 - $36.87

Q1 2014

Shares 85,426 Value ($000) $2,958 Avg Close $34.43 Range $31.69 - $36.21

Q4 2013

Shares 89,735 Value ($000) $3,170 Avg Close $34.04 Range $31.22 - $36.33

Q3 2013

Shares 89,849 Value ($000) $2,873 Avg Close $31.79 Range $29.30 - $32.99

Q2 2013

Shares 89,773 Value ($000) $2,660 Avg Close $28.45 Range $25.54 - $30.31

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	72,766	$4,541	$60.42	$57.22 - $63.12
Q3 2025	74,647	$4,481	$60.14	$56.22 - $66.57
Q2 2025	74,841	$4,565	$61.32	$52.44 - $66.81
Q1 2025	77,208	$4,421	$57.00	$53.57 - $59.88
Q4 2024	87,055	$5,166	$59.01	$55.24 - $62.85
Q3 2024	88,310	$5,124	$52.26	$46.41 - $58.49
Q2 2024	97,007	$4,752	$50.75	$46.91 - $54.55
Q1 2024	97,897	$5,343	$52.90	$49.74 - $55.46
Q4 2023	100,494	$5,212	$49.21	$44.57 - $52.72
Q3 2023	116,331	$5,677	$50.13	$46.74 - $53.21
Q2 2023	118,058	$6,153	$49.13	$46.51 - $52.29
Q1 2023	122,290	$5,711	$48.14	$43.53 - $51.63
Q4 2022	118,905	$5,520	$44.25	$37.96 - $47.89
Q3 2022	122,490	$4,870	$44.82	$39.38 - $48.72
Q2 2022	113,553	$5,202	$49.82	$43.80 - $56.28
Q1 2022	125,776	$7,022	$55.08	$50.74 - $58.49
Q4 2021	130,023	$7,241	$55.28	$50.89 - $57.93
Q3 2021	129,521	$6,664	$51.43	$48.85 - $53.38
Q2 2021	122,517	$6,314	$52.82	$50.05 - $55.07
Q1 2021	114,636	$5,795	$48.97	$43.74 - $52.15
Q4 2020	106,846	$4,750	$43.31	$38.53 - $46.23
Q3 2020	114,763	$4,674	$40.44	$35.54 - $43.65
Q2 2020	114,379	$4,203	$34.37	$29.69 - $39.81
Q1 2020	105,553	$3,387	$42.84	$24.37 - $50.13
Q4 2019	104,952	$4,782	$44.99	$42.47 - $47.02
Q3 2019	104,194	$4,669	$41.78	$38.40 - $45.02
Q2 2019	95,873	$3,965	$40.18	$38.61 - $41.76
Q1 2019	96,150	$3,693	$36.70	$32.67 - $39.34
Q4 2018	93,491	$3,103	$36.15	$31.49 - $40.23
Q3 2018	89,911	$3,575	$40.02	$38.10 - $41.22
Q2 2018	89,330	$3,585	$41.40	$39.08 - $44.00
Q1 2018	89,896	$3,697	$42.16	$39.56 - $44.50
Q4 2017	90,077	$3,717	$39.86	$38.54 - $41.40
Q3 2017	89,846	$3,578	$38.16	$35.54 - $40.04
Q2 2017	95,000	$3,396	$34.49	$32.22 - $36.56
Q1 2017	92,918	$3,396	$38.00	$35.03 - $40.57
Q4 2016	93,310	$3,584	$36.23	$32.03 - $39.87
Q3 2016	98,926	$3,219	$32.16	$30.38 - $33.27
Q2 2016	94,420	$3,100	$33.52	$30.79 - $35.46
Q1 2016	94,644	$3,054	$29.35	$25.31 - $32.90
Q4 2015	93,815	$2,928	$32.98	$30.59 - $34.63
Q3 2015	93,199	$3,007	$32.42	$27.87 - $34.87
Q2 2015	93,204	$3,113	$32.96	$30.49 - $35.13
Q1 2015	91,630	$2,824	$31.93	$29.99 - $36.25
Q4 2014	92,305	$3,329	$35.76	$31.52 - $38.08
Q3 2014	89,325	$3,239	$37.58	$36.13 - $38.85
Q2 2014	86,701	$3,183	$34.44	$32.28 - $36.87
Q1 2014	85,426	$2,958	$34.43	$31.69 - $36.21
Q4 2013	89,735	$3,170	$34.04	$31.22 - $36.33
Q3 2013	89,849	$2,873	$31.79	$29.30 - $32.99
Q2 2013	89,773	$2,660	$28.45	$25.54 - $30.31