PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q2 2023
Shares 1,969 Value ($000) $149 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 2,466 Value ($000) $183 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 2,427 Value ($000) $223 Avg Close $76.60 Range $63.98 - $85.66
Q3 2016
Shares 470 Value ($000) $24,033 Avg Close $32.91 Range $27.26 - $36.60
Q2 2016
Shares 824 Value ($000) $19,205 Avg Close $29.45 Range $26.69 - $31.45
Q4 2015
Shares 1,160 Value ($000) $20,727 Avg Close $33.45 Range $30.06 - $35.70
Q2 2015
Shares 344 Value ($000) $18 Avg Close $35.02 Range $33.55 - $36.24
Q1 2015
Shares 1,483 Value ($000) $77 Avg Close $33.68 Range $30.77 - $35.22