PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q2 2025
Shares 29 Value ($000) $2 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 29 Value ($000) $2 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 72 Value ($000) $6 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 59 Value ($000) $5 Avg Close $76.60 Range $68.32 - $83.50
Q4 2023
Shares 150 Value ($000) $12 Avg Close $66.95 Range $61.01 - $74.62
Q4 2019
Shares 8,590 Value ($000) $472,450 Avg Close $43.18 Range $41.15 - $45.39
Q3 2019
Shares 5,853 Value ($000) $334 Avg Close $43.94 Range $40.43 - $47.31