PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Heritage Trust Co's Holding History (CIK: 0001706028)

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

Q4 2025

Shares 20,333 Value ($000) $1,794 Avg Close $83.87 Range $77.17 - $92.10

Q3 2025

Shares 16,507 Value ($000) $1,369 Avg Close $78.65 Range $73.57 - $82.86

Q4 2018

Shares 38 Value ($000) $2 Avg Close $37.23 Range $30.82 - $46.09

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	20,333	$1,794	$83.87	$77.17 - $92.10
Q3 2025	16,507	$1,369	$78.65	$73.57 - $82.86
Q4 2018	38	$2	$37.23	$30.82 - $46.09