PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Wakefield Asset Management LLLP's Holding History (CIK: 0001600435)

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

Q1 2025

Shares 21,318 Value ($000) $1,799 Avg Close $80.24 Range $73.13 - $86.94

Q4 2022

Shares 29,666 Value ($000) $2,490 Avg Close $76.60 Range $63.98 - $85.66

Q3 2022

Shares 33,460 Value ($000) $2,414 Avg Close $63.59 Range $53.91 - $71.08

Q3 2019

Shares 3,856 Value ($000) $220 Avg Close $43.94 Range $40.43 - $47.31

Period	Shares	Value ($000)	Average Close	Price Range
Q1 2025	21,318	$1,799	$80.24	$73.13 - $86.94
Q4 2022	29,666	$2,490	$76.60	$63.98 - $85.66
Q3 2022	33,460	$2,414	$63.59	$53.91 - $71.08
Q3 2019	3,856	$220	$43.94	$40.43 - $47.31