SUN LIFE FINANCIAL INC.

Ticker: SLF CUSIP: 866796105 Class: Common Stock

Asset Planning,Inc's Holding History (CIK: 0002048547)

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

Q4 2025

Shares 678 Value ($000) $42 Avg Close $60.42 Range $57.22 - $63.12

Q3 2025

Shares 678 Value ($000) $41 Avg Close $60.14 Range $56.22 - $66.57

Q2 2025

Shares 678 Value ($000) $45 Avg Close $61.32 Range $52.44 - $66.81

Q1 2025

Shares 678 Value ($000) $39 Avg Close $57.00 Range $53.57 - $59.88

Q4 2024

Shares 678 Value ($000) $40 Avg Close $59.01 Range $55.24 - $62.85

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	678	$42	$60.42	$57.22 - $63.12
Q3 2025	678	$41	$60.14	$56.22 - $66.57
Q2 2025	678	$45	$61.32	$52.44 - $66.81
Q1 2025	678	$39	$57.00	$53.57 - $59.88
Q4 2024	678	$40	$59.01	$55.24 - $62.85