SUN LIFE FINANCIAL INC.

Ticker: SLF CUSIP: 866796105 Class: Common Stock

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 7,806 Value ($000) $487 Avg Close $60.42 Range $57.22 - $63.12
Q3 2025
Shares 334 Value ($000) $20 Avg Close $60.14 Range $56.22 - $66.57
Q2 2025
Shares 551 Value ($000) $37 Avg Close $61.32 Range $52.44 - $66.81
Q4 2024
Shares 391 Value ($000) $23 Avg Close $59.01 Range $55.24 - $62.85
Q3 2024
Shares 390 Value ($000) $23 Avg Close $52.26 Range $46.41 - $58.49
Q2 2024
Shares 392 Value ($000) $19 Avg Close $50.75 Range $46.91 - $54.55
Q1 2024
Shares 3,921 Value ($000) $214 Avg Close $52.90 Range $49.74 - $55.46
Q4 2023
Shares 389 Value ($000) $20 Avg Close $49.21 Range $44.57 - $52.72
Q3 2023
Shares 387 Value ($000) $18 Avg Close $50.13 Range $46.74 - $53.21
Q2 2023
Shares 386 Value ($000) $20 Avg Close $49.13 Range $46.51 - $52.29
Q1 2023
Shares 384 Value ($000) $18 Avg Close $48.14 Range $43.53 - $51.63
Q4 2022
Shares 380 Value ($000) $18 Avg Close $44.25 Range $37.96 - $47.89
Q3 2022
Shares 378 Value ($000) $16 Avg Close $44.82 Range $39.38 - $48.72
Q2 2022
Shares 470 Value ($000) $22 Avg Close $49.82 Range $43.80 - $56.28
Q1 2022
Shares 720 Value ($000) $35 Avg Close $55.08 Range $50.74 - $58.49
Q3 2021
Shares 373 Value ($000) $19 Avg Close $51.43 Range $48.85 - $53.38
Q2 2021
Shares 372 Value ($000) $19 Avg Close $52.82 Range $50.05 - $55.07
Q1 2021
Shares 372 Value ($000) $19 Avg Close $48.97 Range $43.74 - $52.15
Q4 2020
Shares 371 Value ($000) $16 Avg Close $43.31 Range $38.53 - $46.23
Q3 2020
Shares 457 Value ($000) $19 Avg Close $40.44 Range $35.54 - $43.65
Q2 2020
Shares 456 Value ($000) $17 Avg Close $34.37 Range $29.69 - $39.81
Q1 2020
Shares 455 Value ($000) $15 Avg Close $42.84 Range $24.37 - $50.13
Q4 2019
Shares 454 Value ($000) $21 Avg Close $44.99 Range $42.47 - $47.02
Q3 2019
Shares 453 Value ($000) $20 Avg Close $41.78 Range $38.40 - $45.02
Q2 2019
Shares 533 Value ($000) $22 Avg Close $40.18 Range $38.61 - $41.76
Q1 2019
Shares 532 Value ($000) $20 Avg Close $36.70 Range $32.67 - $39.34
Q4 2018
Shares 740 Value ($000) $25 Avg Close $36.15 Range $31.49 - $40.23
Q3 2018
Shares 739 Value ($000) $29 Avg Close $40.02 Range $38.10 - $41.22
Q2 2018
Shares 736 Value ($000) $30 Avg Close $41.40 Range $39.08 - $44.00
Q1 2018
Shares 733 Value ($000) $30 Avg Close $42.16 Range $39.56 - $44.50
Q4 2017
Shares 733 Value ($000) $30 Avg Close $39.86 Range $38.54 - $41.40
Q3 2017
Shares 733 Value ($000) $29 Avg Close $38.16 Range $35.54 - $40.04
Q2 2017
Shares 417 Value ($000) $15 Avg Close $34.49 Range $32.22 - $36.56
Q1 2017
Shares 417 Value ($000) $15 Avg Close $38.00 Range $35.03 - $40.57
Q4 2016
Shares 417 Value ($000) $16 Avg Close $36.23 Range $32.03 - $39.87