PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Independent Advisor Alliance's Holding History (CIK: 0001696899)

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

Q4 2025
Shares 3,846 Value ($000) $339 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 3,913 Value ($000) $324 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 5,018 Value ($000) $399 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 5,006 Value ($000) $422 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 4,573 Value ($000) $354 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 3,831 Value ($000) $329 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 9,025 Value ($000) $708 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 6,369 Value ($000) $550 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 5,130 Value ($000) $404 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 4,606 Value ($000) $332 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 4,637 Value ($000) $352 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 4,554 Value ($000) $338 Avg Close $76.24 Range $61.43 - $84.21
Q3 2022
Shares 4,076 Value ($000) $294 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 4,422 Value ($000) $295 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 5,521 Value ($000) $405 Avg Close $62.90 Range $55.77 - $69.64
Q4 2021
Shares 10,389 Value ($000) $751 Avg Close $60.13 Range $55.15 - $64.05
Q3 2021
Shares 8,702 Value ($000) $560 Avg Close $54.80 Range $49.91 - $58.19
Q2 2021
Shares 8,243 Value ($000) $521 Avg Close $54.06 Range $50.22 - $57.29
Q1 2021
Shares 8,356 Value ($000) $501 Avg Close $46.72 Range $39.67 - $52.22
Q4 2020
Shares 8,124 Value ($000) $403 Avg Close $37.97 Range $30.95 - $44.00
Q3 2018
Shares 7,156 Value ($000) $300 Avg Close $41.75 Range $39.13 - $45.36
Q2 2018
Shares 7,870 Value ($000) $289 Avg Close $43.12 Range $39.07 - $45.93
Q1 2018
Shares 6,199 Value ($000) $368 Avg Close $48.41 Range $42.64 - $55.46
Q4 2017
Shares 6,110 Value ($000) $441 Avg Close $50.32 Range $46.97 - $52.86
Q3 2017
Shares 6,058 Value ($000) $403 Avg Close $46.64 Range $43.45 - $48.99
Q2 2017
Shares 6,504 Value ($000) $425 Avg Close $45.66 Range $43.33 - $47.82
Q1 2017
Shares 6,240 Value ($000) $388 Avg Close $43.60 Range $40.01 - $46.42
Q4 2016
Shares 6,158 Value ($000) $359 Avg Close $39.76 Range $36.06 - $43.73