PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

One Wealth Advisors, LLC's Holding History (CIK: 0001725297)

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

Q4 2025
Shares 3,575 Value ($000) $315 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 3,570 Value ($000) $296 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 3,617 Value ($000) $287 Avg Close $74.81 Range $66.44 - $83.99
Q1 2018
Shares 585 Value ($000) $36 Avg Close $48.41 Range $42.64 - $55.46
Q4 2017
Shares 1,180 Value ($000) $83 Avg Close $50.32 Range $46.97 - $52.86