PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Chicago Partners Investment Group LLC's Holding History (CIK: 0001563525)

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

Q4 2025
Shares 7,200 Value ($000) $657 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 6,410 Value ($000) $527 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 5,550 Value ($000) $449 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 5,413 Value ($000) $420 Avg Close $80.24 Range $73.13 - $86.94
Q3 2018
Shares 122 Value ($000) $6 Avg Close $41.75 Range $39.13 - $45.36
Q2 2018
Shares 345 Value ($000) $18 Avg Close $43.12 Range $39.07 - $45.93
Q1 2018
Shares 225 Value ($000) $14 Avg Close $48.41 Range $42.64 - $55.46
Q4 2017
Shares 225 Value ($000) $16 Avg Close $50.32 Range $46.97 - $52.86
Q3 2017
Shares 225 Value ($000) $14 Avg Close $46.64 Range $43.45 - $48.99
Q2 2017
Shares 625 Value ($000) $37 Avg Close $45.66 Range $43.33 - $47.82