PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q1 2021
Shares 3,685 Value ($000) $221 Avg Close $46.72 Range $39.67 - $52.22
Q4 2020
Shares 5,167 Value ($000) $256 Avg Close $37.97 Range $30.95 - $44.00
Q3 2020
Shares 5,878 Value ($000) $237 Avg Close $34.89 Range $30.57 - $38.63
Q2 2020
Shares 7,508 Value ($000) $312 Avg Close $29.50 Range $20.74 - $40.21
Q1 2020
Shares 7,985 Value ($000) $250 Avg Close $37.70 Range $18.74 - $45.40
Q4 2019
Shares 9,718 Value ($000) $535 Avg Close $43.18 Range $41.15 - $45.39
Q3 2019
Shares 10,625 Value ($000) $607 Avg Close $43.94 Range $40.43 - $47.31
Q2 2019
Shares 12,262 Value ($000) $710 Avg Close $42.59 Range $39.04 - $45.56
Q1 2019
Shares 3,974 Value ($000) $200 Avg Close $37.93 Range $32.97 - $41.01
Q4 2018
Shares 16,844 Value ($000) $738 Avg Close $37.23 Range $30.82 - $46.09