PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q4 2025
Shares 4,050 Value ($000) $357 Avg Close $83.87 Range $77.17 - $92.10
Q1 2025
Shares 2,896 Value ($000) $244 Avg Close $80.24 Range $73.13 - $86.94
Q3 2024
Shares 2,465 Value ($000) $212 Avg Close $76.60 Range $68.32 - $83.50
Q1 2024
Shares 2,424 Value ($000) $209 Avg Close $74.77 Range $70.34 - $81.38
Q3 2023
Shares 4,733 Value ($000) $341 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 5,554 Value ($000) $421 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 8,022 Value ($000) $1 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 6,899 Value ($000) $1 Avg Close $76.60 Range $63.98 - $85.66