PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

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

Q4 2025
Shares 14,775 Value ($000) $1,303 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 9,150 Value ($000) $759 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 9,224 Value ($000) $733 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 4,684 Value ($000) $395 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 4,630 Value ($000) $358 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 2,812 Value ($000) $242 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 2,864 Value ($000) $225 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 2,498 Value ($000) $216 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 5,014 Value ($000) $394 Avg Close $66.95 Range $61.01 - $74.62