SUN LIFE FINANCIAL INC.

Ticker: SLF CUSIP: 866796105 Class: Common Stock

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q3 2025

Shares 3,749 Value ($000) $225 Avg Close $60.14 Range $56.22 - $66.57

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	3,749	$225	$60.14	$56.22 - $66.57