SUN LIFE FINANCIAL INC.

Ticker: SLF CUSIP: 866796105 Class: Common Stock

True Wealth Design, LLC's Holding History (CIK: 0001966033)

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

Q4 2025

Shares 137 Value ($000) $9 Avg Close $60.42 Range $57.22 - $63.12

Q3 2025

Shares 164 Value ($000) $10 Avg Close $60.14 Range $56.22 - $66.57

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	137	$9	$60.42	$57.22 - $63.12
Q3 2025	164	$10	$60.14	$56.22 - $66.57