PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Clearstead Trust, LLC's Holding History (CIK: 0001708001)

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

Q3 2025
Shares 23 Value ($000) $2 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 198 Value ($000) $16 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 226 Value ($000) $19 Avg Close $80.24 Range $73.13 - $86.94