SUN LIFE FINANCIAL INC.

Ticker: SLF CUSIP: 866796105 Class: Common Stock

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 3,966 Value ($000) $247 Avg Close $60.42 Range $57.22 - $63.12
Q3 2025
Shares 2,823 Value ($000) $169 Avg Close $60.14 Range $56.22 - $66.57
Q2 2025
Shares 3,124 Value ($000) $208 Avg Close $61.32 Range $52.44 - $66.81
Q3 2023
Shares 5,461 Value ($000) $266 Avg Close $50.13 Range $46.74 - $53.21
Q2 2023
Shares 5,704 Value ($000) $297 Avg Close $49.13 Range $46.51 - $52.29
Q1 2023
Shares 6,270 Value ($000) $293 Avg Close $48.14 Range $43.53 - $51.63
Q4 2022
Shares 4,935 Value ($000) $229 Avg Close $44.25 Range $37.96 - $47.89
Q4 2021
Shares 3,952 Value ($000) $220 Avg Close $55.28 Range $50.89 - $57.93
Q1 2021
Shares 4,731 Value ($000) $239 Avg Close $48.97 Range $43.74 - $52.15
Q4 2020
Shares 4,704 Value ($000) $209 Avg Close $43.31 Range $38.53 - $46.23
Q4 2018
Shares 257 Value ($000) $9 Avg Close $36.15 Range $31.49 - $40.23