SUN LIFE FINANCIAL INC.

Ticker: SLF CUSIP: 866796105 Class: Common Stock

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

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

Q4 2025
Shares 2,466 Value ($000) $154 Avg Close $60.42 Range $57.22 - $63.12
Q3 2025
Shares 2,106 Value ($000) $126 Avg Close $60.14 Range $56.22 - $66.57
Q2 2025
Shares 1,734 Value ($000) $115 Avg Close $61.32 Range $52.44 - $66.81
Q1 2025
Shares 1,042 Value ($000) $60 Avg Close $57.00 Range $53.57 - $59.88
Q4 2024
Shares 788 Value ($000) $47 Avg Close $59.01 Range $55.24 - $62.85
Q3 2024
Shares 785 Value ($000) $46 Avg Close $52.26 Range $46.41 - $58.49
Q2 2024
Shares 4,283 Value ($000) $212 Avg Close $50.75 Range $46.91 - $54.55
Q1 2024
Shares 4,258 Value ($000) $217 Avg Close $52.90 Range $49.74 - $55.46
Q4 2023
Shares 4,127 Value ($000) $214 Avg Close $49.21 Range $44.57 - $52.72
Q3 2023
Shares 3,860 Value ($000) $188 Avg Close $50.13 Range $46.74 - $53.21
Q2 2023
Shares 7,002 Value ($000) $365 Avg Close $49.13 Range $46.51 - $52.29
Q1 2023
Shares 209 Value ($000) $10 Avg Close $48.14 Range $43.53 - $51.63