PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 4,459 Value ($000) $393 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 1,493 Value ($000) $124 Avg Close $78.65 Range $73.57 - $82.86
Q3 2024
Shares 2,742 Value ($000) $236 Avg Close $76.60 Range $68.32 - $83.50
Q3 2021
Shares 3,392 Value ($000) $218 Avg Close $54.80 Range $49.91 - $58.19
Q1 2021
Shares 5,869 Value ($000) $352 Avg Close $46.72 Range $39.67 - $52.22
Q4 2020
Shares 5,121 Value ($000) $254 Avg Close $37.97 Range $30.95 - $44.00
Q1 2020
Shares 6,841 Value ($000) $214 Avg Close $37.70 Range $18.74 - $45.40
Q4 2018
Shares 219 Value ($000) $10 Avg Close $37.23 Range $30.82 - $46.09