PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Foundations Investment Advisors, LLC's Holding History (CIK: 0001743404)

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

Q4 2025

Shares 2,555 Value ($000) $225 Avg Close $83.87 Range $77.17 - $92.10

Q3 2025

Shares 3,356 Value ($000) $278 Avg Close $78.65 Range $73.57 - $82.86

Q2 2022

Shares 3,149 Value ($000) $209 Avg Close $61.74 Range $54.73 - $67.59

Q1 2022

Shares 3,149 Value ($000) $233 Avg Close $62.90 Range $55.77 - $69.64

Q4 2021

Shares 3,149 Value ($000) $241 Avg Close $60.13 Range $55.15 - $64.05

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,555	$225	$83.87	$77.17 - $92.10
Q3 2025	3,356	$278	$78.65	$73.57 - $82.86
Q2 2022	3,149	$209	$61.74	$54.73 - $67.59
Q1 2022	3,149	$233	$62.90	$55.77 - $69.64
Q4 2021	3,149	$241	$60.13	$55.15 - $64.05