PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025

Shares 13,091 Value ($000) $1,155 Avg Close $83.87 Range $77.17 - $92.10

Q2 2025

Shares 10,221 Value ($000) $812 Avg Close $74.81 Range $66.44 - $83.99

Q1 2025

Shares 10,223 Value ($000) $863 Avg Close $80.24 Range $73.13 - $86.94

Q4 2024

Shares 10,491 Value ($000) $812 Avg Close $80.65 Range $71.74 - $87.80

Q3 2024

Shares 9,982 Value ($000) $857 Avg Close $76.60 Range $68.32 - $83.50

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	13,091	$1,155	$83.87	$77.17 - $92.10
Q2 2025	10,221	$812	$74.81	$66.44 - $83.99
Q1 2025	10,223	$863	$80.24	$73.13 - $86.94
Q4 2024	10,491	$812	$80.65	$71.74 - $87.80
Q3 2024	9,982	$857	$76.60	$68.32 - $83.50