PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

FORA Capital, LLC's Holding History (CIK: 0001742435)

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

Q3 2025
Shares 2,529 Value ($000) $210 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 2,574 Value ($000) $204 Avg Close $74.81 Range $66.44 - $83.99
Q3 2024
Shares 13,242 Value ($000) $1,137 Avg Close $76.60 Range $68.32 - $83.50
Q1 2024
Shares 32,570 Value ($000) $2,811 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 31,653 Value ($000) $2,490 Avg Close $66.95 Range $61.01 - $74.62
Q4 2022
Shares 8,858 Value ($000) $743 Avg Close $76.60 Range $63.98 - $85.66
Q4 2021
Shares 3,550 Value ($000) $257 Avg Close $60.13 Range $55.15 - $64.05
Q1 2021
Shares 2,343 Value ($000) $140,000 Avg Close $46.72 Range $39.67 - $52.22
Q4 2020
Shares 1,241 Value ($000) $62,000 Avg Close $37.97 Range $30.95 - $44.00
Q3 2020
Shares 1,890 Value ($000) $76,000 Avg Close $34.89 Range $30.57 - $38.63