PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025

Shares 35,389 Value ($000) $3,122 Avg Close $83.87 Range $77.17 - $92.10

Q3 2025

Shares 35,998 Value ($000) $2,985 Avg Close $78.65 Range $73.57 - $82.86

Q2 2025

Shares 35,998 Value ($000) $2,859 Avg Close $74.81 Range $66.44 - $83.99

Q1 2025

Shares 35,998 Value ($000) $3,037 Avg Close $80.24 Range $73.13 - $86.94

Q4 2024

Shares 36,110 Value ($000) $2,795 Avg Close $80.65 Range $71.74 - $87.80

Q3 2024

Shares 34,587 Value ($000) $2,971 Avg Close $76.60 Range $68.32 - $83.50

Q2 2024

Shares 34,586 Value ($000) $2,713 Avg Close $76.36 Range $71.87 - $81.40

Q1 2024

Shares 34,584 Value ($000) $2,985 Avg Close $74.77 Range $70.34 - $81.38

Q4 2023

Shares 34,081 Value ($000) $2,681 Avg Close $66.95 Range $61.01 - $74.62

Q3 2023

Shares 34,876 Value ($000) $2,514 Avg Close $71.08 Range $65.96 - $77.34

Q2 2023

Shares 34,046 Value ($000) $2,582 Avg Close $65.46 Range $59.54 - $70.14

Q1 2023

Shares 34,046 Value ($000) $2,530 Avg Close $76.24 Range $61.43 - $84.21

Q4 2022

Shares 33,887 Value ($000) $2,844 Avg Close $76.60 Range $63.98 - $85.66

Q3 2022

Shares 34,603 Value ($000) $2,497 Avg Close $63.59 Range $53.91 - $71.08

Q2 2022

Shares 36,523 Value ($000) $2,439 Avg Close $61.74 Range $54.73 - $67.59

Q1 2022

Shares 36,554 Value ($000) $2,683 Avg Close $62.90 Range $55.77 - $69.64

Q4 2021

Shares 37,320 Value ($000) $2,699 Avg Close $60.13 Range $55.15 - $64.05

Q3 2021

Shares 37,579 Value ($000) $2,420 Avg Close $54.80 Range $49.91 - $58.19

Q2 2021

Shares 35,678 Value ($000) $2,254 Avg Close $54.06 Range $50.22 - $57.29

Q1 2021

Shares 36,914 Value ($000) $2,213 Avg Close $46.72 Range $39.67 - $52.22

Q3 2019

Shares 8,147 Value ($000) $466 Avg Close $43.94 Range $40.43 - $47.31

Q2 2019

Shares 8,351 Value ($000) $486 Avg Close $42.59 Range $39.04 - $45.56

Q1 2019

Shares 8,236 Value ($000) $413 Avg Close $37.93 Range $32.97 - $41.01

Q3 2018

Shares 2,594 Value ($000) $152 Avg Close $41.75 Range $39.13 - $45.36

Q1 2018

Shares 2,285 Value ($000) $139 Avg Close $48.41 Range $42.64 - $55.46

Q3 2017

Shares 3,519 Value ($000) $226 Avg Close $46.64 Range $43.45 - $48.99

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	35,389	$3,122	$83.87	$77.17 - $92.10
Q3 2025	35,998	$2,985	$78.65	$73.57 - $82.86
Q2 2025	35,998	$2,859	$74.81	$66.44 - $83.99
Q1 2025	35,998	$3,037	$80.24	$73.13 - $86.94
Q4 2024	36,110	$2,795	$80.65	$71.74 - $87.80
Q3 2024	34,587	$2,971	$76.60	$68.32 - $83.50
Q2 2024	34,586	$2,713	$76.36	$71.87 - $81.40
Q1 2024	34,584	$2,985	$74.77	$70.34 - $81.38
Q4 2023	34,081	$2,681	$66.95	$61.01 - $74.62
Q3 2023	34,876	$2,514	$71.08	$65.96 - $77.34
Q2 2023	34,046	$2,582	$65.46	$59.54 - $70.14
Q1 2023	34,046	$2,530	$76.24	$61.43 - $84.21
Q4 2022	33,887	$2,844	$76.60	$63.98 - $85.66
Q3 2022	34,603	$2,497	$63.59	$53.91 - $71.08
Q2 2022	36,523	$2,439	$61.74	$54.73 - $67.59
Q1 2022	36,554	$2,683	$62.90	$55.77 - $69.64
Q4 2021	37,320	$2,699	$60.13	$55.15 - $64.05
Q3 2021	37,579	$2,420	$54.80	$49.91 - $58.19
Q2 2021	35,678	$2,254	$54.06	$50.22 - $57.29
Q1 2021	36,914	$2,213	$46.72	$39.67 - $52.22
Q3 2019	8,147	$466	$43.94	$40.43 - $47.31
Q2 2019	8,351	$486	$42.59	$39.04 - $45.56
Q1 2019	8,236	$413	$37.93	$32.97 - $41.01
Q3 2018	2,594	$152	$41.75	$39.13 - $45.36
Q1 2018	2,285	$139	$48.41	$42.64 - $55.46
Q3 2017	3,519	$226	$46.64	$43.45 - $48.99