SUN LIFE FINANCIAL INC.

Ticker: SLF CUSIP: 866796105 Class: Common Stock

SRS Capital Advisors, Inc.'s Holding History (CIK: 0001586767)

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

Q4 2025

Shares 1,651 Value ($000) $103 Avg Close $60.42 Range $57.22 - $63.12

Q3 2025

Shares 3,558 Value ($000) $214 Avg Close $60.14 Range $56.22 - $66.57

Q2 2025

Shares 34 Value ($000) $24 Avg Close $61.32 Range $52.44 - $66.81

Q4 2022

Shares 189 Value ($000) $9 Avg Close $44.25 Range $37.96 - $47.89

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,651	$103	$60.42	$57.22 - $63.12
Q3 2025	3,558	$214	$60.14	$56.22 - $66.57
Q2 2025	34	$24	$61.32	$52.44 - $66.81
Q4 2022	189	$9	$44.25	$37.96 - $47.89