SUN LIFE FINANCIAL INC.

Ticker: SLF CUSIP: 866796105 Class: Common Stock

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025

Shares 4,293 Value ($000) $268 Avg Close $60.42 Range $57.22 - $63.12

Q2 2025

Shares 4,122 Value ($000) $274 Avg Close $61.32 Range $52.44 - $66.81

Q3 2024

Shares 4,576 Value ($000) $266 Avg Close $52.26 Range $46.41 - $58.49

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,293	$268	$60.42	$57.22 - $63.12
Q2 2025	4,122	$274	$61.32	$52.44 - $66.81
Q3 2024	4,576	$266	$52.26	$46.41 - $58.49