PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q3 2025

Shares 4,995 Value ($000) $414 Avg Close $78.65 Range $73.57 - $82.86

Q2 2025

Shares 5,934 Value ($000) $471 Avg Close $74.81 Range $66.44 - $83.99

Q1 2025

Shares 6,427 Value ($000) $542 Avg Close $80.24 Range $73.13 - $86.94

Q4 2024

Shares 6,361 Value ($000) $493 Avg Close $80.65 Range $71.74 - $87.80

Q3 2024

Shares 7,210 Value ($000) $292 Avg Close $76.60 Range $68.32 - $83.50

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	4,995	$414	$78.65	$73.57 - $82.86
Q2 2025	5,934	$471	$74.81	$66.44 - $83.99
Q1 2025	6,427	$542	$80.24	$73.13 - $86.94
Q4 2024	6,361	$493	$80.65	$71.74 - $87.80
Q3 2024	7,210	$292	$76.60	$68.32 - $83.50