PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Summit Trail Advisors, LLC's Holding History (CIK: 0001698478)

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

Q4 2025

Shares 9,732 Value ($000) $858 Avg Close $83.87 Range $77.17 - $92.10

Q3 2025

Shares 13,845 Value ($000) $1,148 Avg Close $78.65 Range $73.57 - $82.86

Q2 2025

Shares 2,847 Value ($000) $226 Avg Close $74.81 Range $66.44 - $83.99

Q4 2017

Shares 729 Value ($000) $54 Avg Close $50.32 Range $46.97 - $52.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,732	$858	$83.87	$77.17 - $92.10
Q3 2025	13,845	$1,148	$78.65	$73.57 - $82.86
Q2 2025	2,847	$226	$74.81	$66.44 - $83.99
Q4 2017	729	$54	$50.32	$46.97 - $52.86