SUN LIFE FINANCIAL INC.

Ticker: SLF CUSIP: 866796105 Class: Common Stock

Corient Private Wealth LLC's Holding History (CIK: 0001948780)

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

Q4 2025
Shares 23,579 Value ($000) $1,472 Avg Close $60.42 Range $57.22 - $63.12
Q3 2025
Shares 18,059 Value ($000) $1,084 Avg Close $60.14 Range $56.22 - $66.57
Q2 2025
Shares 15,745 Value ($000) $1,046 Avg Close $61.32 Range $52.44 - $66.81
Q1 2025
Shares 15,407 Value ($000) $882 Avg Close $57.00 Range $53.57 - $59.88
Q4 2024
Shares 20,143 Value ($000) $1,195 Avg Close $59.01 Range $55.24 - $62.85
Q3 2024
Shares 10,343 Value ($000) $600 Avg Close $52.26 Range $46.41 - $58.49
Q2 2024
Shares 10,364 Value ($000) $508 Avg Close $50.75 Range $46.91 - $54.55
Q1 2024
Shares 9,651 Value ($000) $527 Avg Close $52.90 Range $49.74 - $55.46
Q4 2023
Shares 9,514 Value ($000) $493 Avg Close $49.21 Range $44.57 - $52.72
Q3 2023
Shares 10,843 Value ($000) $529 Avg Close $50.13 Range $46.74 - $53.21
Q2 2023
Shares 7,852 Value ($000) $409 Avg Close $49.13 Range $46.51 - $52.29
Q1 2023
Shares 7,968 Value ($000) $372 Avg Close $48.14 Range $43.53 - $51.63