PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

TFO Wealth Partners, LLC's Holding History (CIK: 0001698750)

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

Q1 2024
Shares 6 Value ($000) $1 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 6 Value ($000) $0 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 6 Value ($000) $0 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 6 Value ($000) $0 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 6 Value ($000) $0 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 2 Value ($000) $0 Avg Close $76.60 Range $63.98 - $85.66
Q2 2022
Shares 27 Value ($000) $2 Avg Close $61.74 Range $54.73 - $67.59