SUN LIFE FINANCIAL INC.

Ticker: SLF CUSIP: 866796105 Class: Common Stock

Confluence Wealth Services, Inc.'s Holding History (CIK: 0001910411)

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

Q4 2025
Shares 4,985 Value ($000) $311 Avg Close $60.42 Range $57.22 - $63.12
Q3 2025
Shares 4,985 Value ($000) $299 Avg Close $60.14 Range $56.22 - $66.57
Q2 2025
Shares 4,985 Value ($000) $331 Avg Close $61.32 Range $52.44 - $66.81
Q1 2025
Shares 4,985 Value ($000) $288 Avg Close $57.00 Range $53.57 - $59.88
Q4 2024
Shares 4,985 Value ($000) $294 Avg Close $59.01 Range $55.24 - $62.85
Q3 2024
Shares 4,985 Value ($000) $289 Avg Close $52.26 Range $46.41 - $58.49
Q2 2024
Shares 4,985 Value ($000) $244 Avg Close $50.75 Range $46.91 - $54.55
Q1 2024
Shares 4,985 Value ($000) $272 Avg Close $52.90 Range $49.74 - $55.46
Q4 2023
Shares 4,985 Value ($000) $259 Avg Close $49.21 Range $44.57 - $52.72
Q3 2023
Shares 4,985 Value ($000) $243 Avg Close $50.13 Range $46.74 - $53.21
Q2 2023
Shares 4,985 Value ($000) $260 Avg Close $49.13 Range $46.51 - $52.29
Q1 2023
Shares 4,985 Value ($000) $233 Avg Close $48.14 Range $43.53 - $51.63
Q4 2022
Shares 4,985 Value ($000) $231 Avg Close $44.25 Range $37.96 - $47.89
Q3 2022
Shares 6,054 Value ($000) $240 Avg Close $44.82 Range $39.38 - $48.72
Q2 2022
Shares 6,054 Value ($000) $289 Avg Close $49.82 Range $43.80 - $56.28