PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

MATHER GROUP, LLC.'s Holding History (CIK: 0001527641)

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

Q3 2025

Shares 1,734 Value ($000) $144 Avg Close $78.65 Range $73.57 - $82.86

Q1 2025

Shares 1,803 Value ($000) $152 Avg Close $80.24 Range $73.13 - $86.94

Q4 2024

Shares 1,625 Value ($000) $126 Avg Close $80.65 Range $71.74 - $87.80

Q3 2024

Shares 2,322 Value ($000) $199 Avg Close $76.60 Range $68.32 - $83.50

Q2 2024

Shares 2,348 Value ($000) $203 Avg Close $76.36 Range $71.87 - $81.40

Q1 2024

Shares 2,117 Value ($000) $167 Avg Close $74.77 Range $70.34 - $81.38

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	1,734	$144	$78.65	$73.57 - $82.86
Q1 2025	1,803	$152	$80.24	$73.13 - $86.94
Q4 2024	1,625	$126	$80.65	$71.74 - $87.80
Q3 2024	2,322	$199	$76.60	$68.32 - $83.50
Q2 2024	2,348	$203	$76.36	$71.87 - $81.40
Q1 2024	2,117	$167	$74.77	$70.34 - $81.38