SUN LIFE FINANCIAL INC.

Ticker: SLF CUSIP: 866796105 Class: Common Stock

Lorne Steinberg Wealth Management Inc.'s Holding History (CIK: 0001851362)

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

Q4 2025
Shares 127,168 Value ($000) $7,949 Avg Close $60.42 Range $57.22 - $63.12
Q3 2025
Shares 117,826 Value ($000) $7,073 Avg Close $60.14 Range $56.22 - $66.57
Q2 2025
Shares 116,274 Value ($000) $7,742 Avg Close $61.32 Range $52.44 - $66.81
Q1 2025
Shares 115,925 Value ($000) $6,641 Avg Close $57.00 Range $53.57 - $59.88
Q4 2024
Shares 114,940 Value ($000) $6,818 Avg Close $59.01 Range $55.24 - $62.85
Q3 2024
Shares 114,921 Value ($000) $6,667 Avg Close $52.26 Range $46.41 - $58.49
Q2 2024
Shares 112,836 Value ($000) $5,530 Avg Close $50.75 Range $46.91 - $54.55
Q1 2024
Shares 114,852 Value ($000) $6,268 Avg Close $52.90 Range $49.74 - $55.46
Q4 2023
Shares 106,878 Value ($000) $5,544 Avg Close $49.21 Range $44.57 - $52.72
Q3 2023
Shares 104,121 Value ($000) $5,103 Avg Close $50.13 Range $46.74 - $53.21
Q2 2023
Shares 99,920 Value ($000) $5,212 Avg Close $49.13 Range $46.51 - $52.29
Q1 2023
Shares 100,544 Value ($000) $4,691 Avg Close $48.14 Range $43.53 - $51.63
Q4 2022
Shares 96,253 Value ($000) $4,467 Avg Close $44.25 Range $37.96 - $47.89
Q3 2022
Shares 92,428 Value ($000) $3,704 Avg Close $44.82 Range $39.38 - $48.72
Q2 2022
Shares 93,783 Value ($000) $4,293 Avg Close $49.82 Range $43.80 - $56.28
Q1 2022
Shares 30,125 Value ($000) $1,683 Avg Close $55.08 Range $50.74 - $58.49
Q4 2021
Shares 93,869 Value ($000) $5,213 Avg Close $55.28 Range $50.89 - $57.93
Q3 2021
Shares 99,629 Value ($000) $5,099 Avg Close $51.43 Range $48.85 - $53.38
Q2 2021
Shares 101,019 Value ($000) $5,210 Avg Close $52.82 Range $50.05 - $55.07
Q1 2021
Shares 98,743 Value ($000) $4,987 Avg Close $48.97 Range $43.74 - $52.15
Q4 2020
Shares 94,433 Value ($000) $4,212 Avg Close $43.31 Range $38.53 - $46.23