PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

GW HENSSLER & ASSOCIATES LTD's Holding History (CIK: 0001080369)

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

Q4 2025

Shares 223,539 Value ($000) $19,718 Avg Close $83.87 Range $77.17 - $92.10

Q3 2025

Shares 218,932 Value ($000) $18,152 Avg Close $78.65 Range $73.57 - $82.86

Q2 2025

Shares 213,618 Value ($000) $16,968 Avg Close $74.81 Range $66.44 - $83.99

Q1 2025

Shares 209,494 Value ($000) $17,675 Avg Close $80.24 Range $73.13 - $86.94

Q4 2024

Shares 201,091 Value ($000) $17,274 Avg Close $80.65 Range $71.74 - $87.80

Q3 2024

Shares 203,522 Value ($000) $17,483 Avg Close $76.60 Range $68.32 - $83.50

Q2 2024

Shares 202,325 Value ($000) $15,872 Avg Close $76.36 Range $71.87 - $81.40

Q1 2024

Shares 201,606 Value ($000) $17,401 Avg Close $74.77 Range $70.34 - $81.38

Q4 2023

Shares 197,700 Value ($000) $15,553 Avg Close $66.95 Range $61.01 - $74.62

Q3 2023

Shares 196,006 Value ($000) $14,126 Avg Close $71.08 Range $65.96 - $77.34

Q2 2023

Shares 325,816 Value ($000) $24,710 Avg Close $65.46 Range $59.54 - $70.14

Q1 2023

Shares 323,209 Value ($000) $24,021 Avg Close $76.24 Range $61.43 - $84.21

Q4 2022

Shares 328,012 Value ($000) $27,527 Avg Close $76.60 Range $63.98 - $85.66

Q3 2022

Shares 330,994 Value ($000) $23,881 Avg Close $63.59 Range $53.91 - $71.08

Q2 2022

Shares 321,414 Value ($000) $21,467 Avg Close $61.74 Range $54.73 - $67.59

Q1 2022

Shares 317,395 Value ($000) $23,300 Avg Close $62.90 Range $55.77 - $69.64

Q4 2021

Shares 303,322 Value ($000) $21,939 Avg Close $60.13 Range $55.15 - $64.05

Q3 2021

Shares 298,830 Value ($000) $19,245 Avg Close $54.80 Range $49.91 - $58.19

Q2 2021

Shares 277,083 Value ($000) $17,509 Avg Close $54.06 Range $50.22 - $57.29

Q1 2021

Shares 246,640 Value ($000) $14,789 Avg Close $46.72 Range $39.67 - $52.22

Q4 2019

Shares 6,547 Value ($000) $360 Avg Close $43.18 Range $41.15 - $45.39

Q3 2019

Shares 5,400 Value ($000) $309 Avg Close $43.94 Range $40.43 - $47.31

Q2 2019

Shares 6,300 Value ($000) $365 Avg Close $42.59 Range $39.04 - $45.56

Q1 2019

Shares 9,703 Value ($000) $487 Avg Close $37.93 Range $32.97 - $41.01

Q3 2016

Shares 4,450 Value ($000) $229 Avg Close $32.91 Range $27.26 - $36.60

Q4 2015

Shares 4,450 Value ($000) $200 Avg Close $33.45 Range $30.06 - $35.70

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	223,539	$19,718	$83.87	$77.17 - $92.10
Q3 2025	218,932	$18,152	$78.65	$73.57 - $82.86
Q2 2025	213,618	$16,968	$74.81	$66.44 - $83.99
Q1 2025	209,494	$17,675	$80.24	$73.13 - $86.94
Q4 2024	201,091	$17,274	$80.65	$71.74 - $87.80
Q3 2024	203,522	$17,483	$76.60	$68.32 - $83.50
Q2 2024	202,325	$15,872	$76.36	$71.87 - $81.40
Q1 2024	201,606	$17,401	$74.77	$70.34 - $81.38
Q4 2023	197,700	$15,553	$66.95	$61.01 - $74.62
Q3 2023	196,006	$14,126	$71.08	$65.96 - $77.34
Q2 2023	325,816	$24,710	$65.46	$59.54 - $70.14
Q1 2023	323,209	$24,021	$76.24	$61.43 - $84.21
Q4 2022	328,012	$27,527	$76.60	$63.98 - $85.66
Q3 2022	330,994	$23,881	$63.59	$53.91 - $71.08
Q2 2022	321,414	$21,467	$61.74	$54.73 - $67.59
Q1 2022	317,395	$23,300	$62.90	$55.77 - $69.64
Q4 2021	303,322	$21,939	$60.13	$55.15 - $64.05
Q3 2021	298,830	$19,245	$54.80	$49.91 - $58.19
Q2 2021	277,083	$17,509	$54.06	$50.22 - $57.29
Q1 2021	246,640	$14,789	$46.72	$39.67 - $52.22
Q4 2019	6,547	$360	$43.18	$41.15 - $45.39
Q3 2019	5,400	$309	$43.94	$40.43 - $47.31
Q2 2019	6,300	$365	$42.59	$39.04 - $45.56
Q1 2019	9,703	$487	$37.93	$32.97 - $41.01
Q3 2016	4,450	$229	$32.91	$27.26 - $36.60
Q4 2015	4,450	$200	$33.45	$30.06 - $35.70