PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

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

Q4 2025
Shares 2,724 Value ($000) $240 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 2,429 Value ($000) $201 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 2,278 Value ($000) $181 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 1,161 Value ($000) $98 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 718 Value ($000) $56 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 689 Value ($000) $59 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 930 Value ($000) $76 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 787 Value ($000) $62 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 702 Value ($000) $55 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 653 Value ($000) $47 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 628 Value ($000) $48 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 628 Value ($000) $47 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 574 Value ($000) $48 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 574 Value ($000) $42 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 560 Value ($000) $37 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 594 Value ($000) $44 Avg Close $62.90 Range $55.77 - $69.64
Q4 2021
Shares 560 Value ($000) $41 Avg Close $60.13 Range $55.15 - $64.05