SUN LIFE FINANCIAL INC.

Ticker: SLF CUSIP: 866796105 Class: Common Stock

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 411 Value ($000) $26 Avg Close $60.42 Range $57.22 - $63.12
Q3 2025
Shares 244 Value ($000) $10 Avg Close $60.14 Range $56.22 - $66.57
Q2 2025
Shares 379 Value ($000) $23 Avg Close $61.32 Range $52.44 - $66.81
Q1 2025
Shares 379 Value ($000) $22 Avg Close $57.00 Range $53.57 - $59.88
Q4 2024
Shares 384 Value ($000) $23 Avg Close $59.01 Range $55.24 - $62.85
Q3 2024
Shares 377 Value ($000) $21 Avg Close $52.26 Range $46.41 - $58.49
Q2 2024
Shares 364 Value ($000) $17 Avg Close $50.75 Range $46.91 - $54.55