PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025

Shares 178,641 Value ($000) $15,758 Avg Close $83.87 Range $77.17 - $92.10

Q3 2025

Shares 170,695 Value ($000) $14,152 Avg Close $78.65 Range $73.57 - $82.86

Q2 2025

Shares 156,900 Value ($000) $12,462 Avg Close $74.81 Range $66.44 - $83.99

Q1 2025

Shares 137,256 Value ($000) $11,580 Avg Close $80.24 Range $73.13 - $86.94

Q4 2024

Shares 123,573 Value ($000) $9,566 Avg Close $80.65 Range $71.74 - $87.80

Q3 2024

Shares 114,033 Value ($000) $9,796 Avg Close $76.60 Range $68.32 - $83.50

Q2 2024

Shares 117,791 Value ($000) $9,241 Avg Close $76.36 Range $71.87 - $81.40

Q1 2024

Shares 151,062 Value ($000) $13,038 Avg Close $74.77 Range $70.34 - $81.38

Q4 2023

Shares 186,333 Value ($000) $15,002 Avg Close $66.95 Range $61.01 - $74.62

Q3 2023

Shares 210,079 Value ($000) $15,140 Avg Close $71.08 Range $65.96 - $77.34

Q2 2023

Shares 229,324 Value ($000) $17,392 Avg Close $65.46 Range $59.54 - $70.14

Q1 2023

Shares 239,138 Value ($000) $17,773 Avg Close $76.24 Range $61.43 - $84.21

Q4 2022

Shares 223,308 Value ($000) $18,740 Avg Close $76.60 Range $63.98 - $85.66

Q3 2022

Shares 152,649 Value ($000) $11,014 Avg Close $63.59 Range $53.91 - $71.08

Q2 2022

Shares 183,841 Value ($000) $12,279 Avg Close $61.74 Range $54.73 - $67.59

Q1 2022

Shares 118,186 Value ($000) $8,676 Avg Close $62.90 Range $55.77 - $69.64

Q4 2021

Shares 100,153 Value ($000) $7,244 Avg Close $60.13 Range $55.15 - $64.05

Q3 2021

Shares 93,240 Value ($000) $6,005 Avg Close $54.80 Range $49.91 - $58.19

Q2 2021

Shares 77,720 Value ($000) $4,911 Avg Close $54.06 Range $50.22 - $57.29

Q1 2021

Shares 44,402 Value ($000) $2,662 Avg Close $46.72 Range $39.67 - $52.22

Q4 2020

Shares 38,828 Value ($000) $1,926 Avg Close $37.97 Range $30.95 - $44.00

Q3 2020

Shares 33,555 Value ($000) $1,351 Avg Close $34.89 Range $30.57 - $38.63

Q2 2020

Shares 33,545 Value ($000) $1,393 Avg Close $29.50 Range $20.74 - $40.21

Q1 2020

Shares 19,489 Value ($000) $611 Avg Close $37.70 Range $18.74 - $45.40

Q4 2019

Shares 12,014 Value ($000) $661 Avg Close $43.18 Range $41.15 - $45.39

Q3 2019

Shares 7,092 Value ($000) $405 Avg Close $43.94 Range $40.43 - $47.31

Q2 2019

Shares 7,039 Value ($000) $408 Avg Close $42.59 Range $39.04 - $45.56

Q4 2018

Shares 5,920 Value ($000) $261 Avg Close $37.23 Range $30.82 - $46.09

Q3 2018

Shares 7,416 Value ($000) $434 Avg Close $41.75 Range $39.13 - $45.36

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	178,641	$15,758	$83.87	$77.17 - $92.10
Q3 2025	170,695	$14,152	$78.65	$73.57 - $82.86
Q2 2025	156,900	$12,462	$74.81	$66.44 - $83.99
Q1 2025	137,256	$11,580	$80.24	$73.13 - $86.94
Q4 2024	123,573	$9,566	$80.65	$71.74 - $87.80
Q3 2024	114,033	$9,796	$76.60	$68.32 - $83.50
Q2 2024	117,791	$9,241	$76.36	$71.87 - $81.40
Q1 2024	151,062	$13,038	$74.77	$70.34 - $81.38
Q4 2023	186,333	$15,002	$66.95	$61.01 - $74.62
Q3 2023	210,079	$15,140	$71.08	$65.96 - $77.34
Q2 2023	229,324	$17,392	$65.46	$59.54 - $70.14
Q1 2023	239,138	$17,773	$76.24	$61.43 - $84.21
Q4 2022	223,308	$18,740	$76.60	$63.98 - $85.66
Q3 2022	152,649	$11,014	$63.59	$53.91 - $71.08
Q2 2022	183,841	$12,279	$61.74	$54.73 - $67.59
Q1 2022	118,186	$8,676	$62.90	$55.77 - $69.64
Q4 2021	100,153	$7,244	$60.13	$55.15 - $64.05
Q3 2021	93,240	$6,005	$54.80	$49.91 - $58.19
Q2 2021	77,720	$4,911	$54.06	$50.22 - $57.29
Q1 2021	44,402	$2,662	$46.72	$39.67 - $52.22
Q4 2020	38,828	$1,926	$37.97	$30.95 - $44.00
Q3 2020	33,555	$1,351	$34.89	$30.57 - $38.63
Q2 2020	33,545	$1,393	$29.50	$20.74 - $40.21
Q1 2020	19,489	$611	$37.70	$18.74 - $45.40
Q4 2019	12,014	$661	$43.18	$41.15 - $45.39
Q3 2019	7,092	$405	$43.94	$40.43 - $47.31
Q2 2019	7,039	$408	$42.59	$39.04 - $45.56
Q4 2018	5,920	$261	$37.23	$30.82 - $46.09
Q3 2018	7,416	$434	$41.75	$39.13 - $45.36