PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Toroso Investments, LLC's Holding History (CIK: 0001600064)

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

Q3 2025
Shares 15,234 Value ($000) $1,263 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 15,792 Value ($000) $1,254 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 15,772 Value ($000) $1,331 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 16,857 Value ($000) $1,305 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 15,799 Value ($000) $1,357 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 16,216 Value ($000) $1,272 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 26,847 Value ($000) $2,317 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 17,415 Value ($000) $1,370 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 19,754 Value ($000) $1,424 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 23,341 Value ($000) $2 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 20,411 Value ($000) $2 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 13,931 Value ($000) $1 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 17,847 Value ($000) $1,288 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 16,708 Value ($000) $1,116 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 15,594 Value ($000) $1,145 Avg Close $62.90 Range $55.77 - $69.64
Q4 2021
Shares 14,160 Value ($000) $1,024 Avg Close $60.13 Range $55.15 - $64.05
Q3 2021
Shares 11,160 Value ($000) $719 Avg Close $54.80 Range $49.91 - $58.19
Q2 2021
Shares 8,846 Value ($000) $559 Avg Close $54.06 Range $50.22 - $57.29
Q1 2021
Shares 7,820 Value ($000) $469 Avg Close $46.72 Range $39.67 - $52.22