PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025
Shares 161,965 Value ($000) $14,287 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 186,477 Value ($000) $15,461 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 76,162 Value ($000) $6,050 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 73,302 Value ($000) $6,185 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 11,109 Value ($000) $5,581 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 69,836 Value ($000) $5,999 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 4,215 Value ($000) $0 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 3,049 Value ($000) $0 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 3,148 Value ($000) $0 Avg Close $66.95 Range $61.01 - $74.62