PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

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

Q3 2023
Shares 5,922 Value ($000) $427 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 7,148 Value ($000) $542 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 7,042 Value ($000) $523 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 9,320 Value ($000) $782 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 2,942 Value ($000) $212 Avg Close $63.59 Range $53.91 - $71.08
Q4 2019
Shares 5,592 Value ($000) $305 Avg Close $43.18 Range $41.15 - $45.39
Q3 2019
Shares 6,564 Value ($000) $469 Avg Close $43.94 Range $40.43 - $47.31