PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

TD PRIVATE CLIENT WEALTH LLC's Holding History (CIK: 0001551017)

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

Q4 2025
Shares 346 Value ($000) $31 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 356 Value ($000) $30 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 309 Value ($000) $25 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 306 Value ($000) $26 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 347 Value ($000) $27 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 358 Value ($000) $31 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 356 Value ($000) $28 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 315 Value ($000) $27 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 1,488 Value ($000) $117 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 1,377 Value ($000) $99 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 955 Value ($000) $72 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 937 Value ($000) $70 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 959 Value ($000) $80 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 455 Value ($000) $33 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 383 Value ($000) $26 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 486 Value ($000) $36 Avg Close $62.90 Range $55.77 - $69.64
Q4 2021
Shares 461 Value ($000) $33 Avg Close $60.13 Range $55.15 - $64.05
Q3 2021
Shares 540 Value ($000) $35 Avg Close $54.80 Range $49.91 - $58.19
Q2 2021
Shares 575 Value ($000) $36 Avg Close $54.06 Range $50.22 - $57.29
Q1 2021
Shares 565 Value ($000) $34 Avg Close $46.72 Range $39.67 - $52.22
Q4 2020
Shares 675 Value ($000) $33 Avg Close $37.97 Range $30.95 - $44.00
Q3 2020
Shares 802 Value ($000) $32 Avg Close $34.89 Range $30.57 - $38.63
Q2 2020
Shares 1,493 Value ($000) $62 Avg Close $29.50 Range $20.74 - $40.21
Q1 2020
Shares 1,791 Value ($000) $56 Avg Close $37.70 Range $18.74 - $45.40
Q4 2019
Shares 937 Value ($000) $52 Avg Close $43.18 Range $41.15 - $45.39