PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

AMG National Trust Bank's Holding History (CIK: 0001388829)

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

Q4 2025

Shares 135,195 Value ($000) $11,926 Avg Close $83.87 Range $77.17 - $92.10

Q3 2025

Shares 105,144 Value ($000) $8,717 Avg Close $78.65 Range $73.57 - $82.86

Q2 2025

Shares 105,144 Value ($000) $8,352 Avg Close $74.81 Range $66.44 - $83.99

Q1 2025

Shares 105,583 Value ($000) $8,908 Avg Close $80.24 Range $73.13 - $86.94

Q4 2024

Shares 105,583 Value ($000) $8,154 Avg Close $80.65 Range $71.74 - $87.80

Q3 2024

Shares 108,697 Value ($000) $9,337 Avg Close $76.60 Range $68.32 - $83.50

Q2 2024

Shares 120,797 Value ($000) $9,477 Avg Close $76.36 Range $71.87 - $81.40

Q1 2024

Shares 100,578 Value ($000) $8,681 Avg Close $74.77 Range $70.34 - $81.38

Q4 2023

Shares 112,952 Value ($000) $8,886 Avg Close $66.95 Range $61.01 - $74.62

Q3 2023

Shares 77,431 Value ($000) $5,580 Avg Close $71.08 Range $65.96 - $77.34

Q2 2023

Shares 100,070 Value ($000) $7,589 Avg Close $65.46 Range $59.54 - $70.14

Q1 2023

Shares 84,309 Value ($000) $6,266 Avg Close $76.24 Range $61.43 - $84.21

Q4 2022

Shares 88,840 Value ($000) $7,455 Avg Close $76.60 Range $63.98 - $85.66

Q3 2022

Shares 117,068 Value ($000) $8,446 Avg Close $63.59 Range $53.91 - $71.08

Q2 2022

Shares 91,805 Value ($000) $6,132 Avg Close $61.74 Range $54.73 - $67.59

Q1 2022

Shares 79,197 Value ($000) $5,814 Avg Close $62.90 Range $55.77 - $69.64

Q4 2021

Shares 101,879 Value ($000) $7,369 Avg Close $60.13 Range $55.15 - $64.05

Q3 2021

Shares 105,322 Value ($000) $6,783 Avg Close $54.80 Range $49.91 - $58.19

Q2 2021

Shares 105,322 Value ($000) $6,655 Avg Close $54.06 Range $50.22 - $57.29

Q1 2021

Shares 108,532 Value ($000) $6,508 Avg Close $46.72 Range $39.67 - $52.22

Q4 2020

Shares 113,730 Value ($000) $5,642 Avg Close $37.97 Range $30.95 - $44.00

Q3 2020

Shares 154,560 Value ($000) $6,224 Avg Close $34.89 Range $30.57 - $38.63

Q2 2020

Shares 167,506 Value ($000) $6,958 Avg Close $29.50 Range $20.74 - $40.21

Q1 2020

Shares 162,557 Value ($000) $5,095 Avg Close $37.70 Range $18.74 - $45.40

Q4 2019

Shares 162,557 Value ($000) $8,941 Avg Close $43.18 Range $41.15 - $45.39

Q3 2019

Shares 114,807 Value ($000) $6,560 Avg Close $43.94 Range $40.43 - $47.31

Q2 2019

Shares 129,595 Value ($000) $7,506 Avg Close $42.59 Range $39.04 - $45.56

Q1 2019

Shares 77,090 Value ($000) $3,869 Avg Close $37.93 Range $32.97 - $41.01

Q4 2018

Shares 78,072 Value ($000) $3,448 Avg Close $37.23 Range $30.82 - $46.09

Q3 2018

Shares 80,446 Value ($000) $4,713 Avg Close $41.75 Range $39.13 - $45.36

Q2 2018

Shares 74,013 Value ($000) $3,919 Avg Close $43.12 Range $39.07 - $45.93

Q1 2018

Shares 70,857 Value ($000) $4,316 Avg Close $48.41 Range $42.64 - $55.46

Q4 2017

Shares 70,857 Value ($000) $5,000 Avg Close $50.32 Range $46.97 - $52.86

Q3 2017

Shares 92,346 Value ($000) $5,942 Avg Close $46.64 Range $43.45 - $48.99

Q2 2017

Shares 102,843 Value ($000) $6,589 Avg Close $45.66 Range $43.33 - $47.82

Q1 2017

Shares 85,565 Value ($000) $5,400 Avg Close $43.60 Range $40.01 - $46.42

Q4 2016

Shares 131,157 Value ($000) $7,589 Avg Close $39.76 Range $36.06 - $43.73

Q3 2016

Shares 106,941 Value ($000) $5,509 Avg Close $32.91 Range $27.26 - $36.60

Q2 2016

Shares 100,370 Value ($000) $4,126 Avg Close $29.45 Range $26.69 - $31.45

Q1 2016

Shares 100,063 Value ($000) $3,947 Avg Close $26.59 Range $22.79 - $30.52

Q4 2015

Shares 99,898 Value ($000) $4,493 Avg Close $33.45 Range $30.06 - $35.70

Q3 2015

Shares 99,887 Value ($000) $4,729 Avg Close $35.23 Range $28.49 - $39.36

Q2 2015

Shares 9,382 Value ($000) $481 Avg Close $35.02 Range $33.55 - $36.24

Q1 2015

Shares 9,382 Value ($000) $482 Avg Close $33.68 Range $30.77 - $35.22

Q4 2014

Shares 9,382 Value ($000) $487 Avg Close $34.51 Range $30.89 - $36.24

Q3 2014

Shares 9,382 Value ($000) $492 Avg Close $34.61 Range $32.24 - $36.55

Q2 2014

Shares 7,322 Value ($000) $370 Avg Close $30.95 Range $28.14 - $33.51

Q1 2014

Shares 7,097 Value ($000) $326 Avg Close $29.89 Range $26.86 - $32.50

Q4 2013

Shares 7,197 Value ($000) $355 Avg Close $30.85 Range $26.88 - $33.06

Q3 2013

Shares 7,097 Value ($000) $304 Avg Close $26.93 Range $23.68 - $28.96

Q2 2013

Shares 6,907 Value ($000) $259 Avg Close $23.49 Range $20.88 - $25.17

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	135,195	$11,926	$83.87	$77.17 - $92.10
Q3 2025	105,144	$8,717	$78.65	$73.57 - $82.86
Q2 2025	105,144	$8,352	$74.81	$66.44 - $83.99
Q1 2025	105,583	$8,908	$80.24	$73.13 - $86.94
Q4 2024	105,583	$8,154	$80.65	$71.74 - $87.80
Q3 2024	108,697	$9,337	$76.60	$68.32 - $83.50
Q2 2024	120,797	$9,477	$76.36	$71.87 - $81.40
Q1 2024	100,578	$8,681	$74.77	$70.34 - $81.38
Q4 2023	112,952	$8,886	$66.95	$61.01 - $74.62
Q3 2023	77,431	$5,580	$71.08	$65.96 - $77.34
Q2 2023	100,070	$7,589	$65.46	$59.54 - $70.14
Q1 2023	84,309	$6,266	$76.24	$61.43 - $84.21
Q4 2022	88,840	$7,455	$76.60	$63.98 - $85.66
Q3 2022	117,068	$8,446	$63.59	$53.91 - $71.08
Q2 2022	91,805	$6,132	$61.74	$54.73 - $67.59
Q1 2022	79,197	$5,814	$62.90	$55.77 - $69.64
Q4 2021	101,879	$7,369	$60.13	$55.15 - $64.05
Q3 2021	105,322	$6,783	$54.80	$49.91 - $58.19
Q2 2021	105,322	$6,655	$54.06	$50.22 - $57.29
Q1 2021	108,532	$6,508	$46.72	$39.67 - $52.22
Q4 2020	113,730	$5,642	$37.97	$30.95 - $44.00
Q3 2020	154,560	$6,224	$34.89	$30.57 - $38.63
Q2 2020	167,506	$6,958	$29.50	$20.74 - $40.21
Q1 2020	162,557	$5,095	$37.70	$18.74 - $45.40
Q4 2019	162,557	$8,941	$43.18	$41.15 - $45.39
Q3 2019	114,807	$6,560	$43.94	$40.43 - $47.31
Q2 2019	129,595	$7,506	$42.59	$39.04 - $45.56
Q1 2019	77,090	$3,869	$37.93	$32.97 - $41.01
Q4 2018	78,072	$3,448	$37.23	$30.82 - $46.09
Q3 2018	80,446	$4,713	$41.75	$39.13 - $45.36
Q2 2018	74,013	$3,919	$43.12	$39.07 - $45.93
Q1 2018	70,857	$4,316	$48.41	$42.64 - $55.46
Q4 2017	70,857	$5,000	$50.32	$46.97 - $52.86
Q3 2017	92,346	$5,942	$46.64	$43.45 - $48.99
Q2 2017	102,843	$6,589	$45.66	$43.33 - $47.82
Q1 2017	85,565	$5,400	$43.60	$40.01 - $46.42
Q4 2016	131,157	$7,589	$39.76	$36.06 - $43.73
Q3 2016	106,941	$5,509	$32.91	$27.26 - $36.60
Q2 2016	100,370	$4,126	$29.45	$26.69 - $31.45
Q1 2016	100,063	$3,947	$26.59	$22.79 - $30.52
Q4 2015	99,898	$4,493	$33.45	$30.06 - $35.70
Q3 2015	99,887	$4,729	$35.23	$28.49 - $39.36
Q2 2015	9,382	$481	$35.02	$33.55 - $36.24
Q1 2015	9,382	$482	$33.68	$30.77 - $35.22
Q4 2014	9,382	$487	$34.51	$30.89 - $36.24
Q3 2014	9,382	$492	$34.61	$32.24 - $36.55
Q2 2014	7,322	$370	$30.95	$28.14 - $33.51
Q1 2014	7,097	$326	$29.89	$26.86 - $32.50
Q4 2013	7,197	$355	$30.85	$26.88 - $33.06
Q3 2013	7,097	$304	$26.93	$23.68 - $28.96
Q2 2013	6,907	$259	$23.49	$20.88 - $25.17