SUN LIFE FINANCIAL INC.

Ticker: SLF CUSIP: 866796105 Class: Common Stock

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025

Shares 5,820 Value ($000) $363 Avg Close $60.42 Range $57.22 - $63.12

Q3 2025

Shares 5,157 Value ($000) $310 Avg Close $60.14 Range $56.22 - $66.57

Q2 2025

Shares 5,151 Value ($000) $342 Avg Close $61.32 Range $52.44 - $66.81

Q4 2024

Shares 4,043 Value ($000) $240 Avg Close $59.01 Range $55.24 - $62.85

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	5,820	$363	$60.42	$57.22 - $63.12
Q3 2025	5,157	$310	$60.14	$56.22 - $66.57
Q2 2025	5,151	$342	$61.32	$52.44 - $66.81
Q4 2024	4,043	$240	$59.01	$55.24 - $62.85