PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Centric Wealth Management's Holding History (CIK: 0001752761)

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

Q4 2025
Shares 29,907 Value ($000) $2,871 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 29,838 Value ($000) $2,508 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 29,081 Value ($000) $2,227 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 27,913 Value ($000) $2,355 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 25,507 Value ($000) $1,975 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 25,834 Value ($000) $2,225 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 24,774 Value ($000) $2,020 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 23,165 Value ($000) $1,833 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 20,449 Value ($000) $1,585 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 18,369 Value ($000) $1,324 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 17,226 Value ($000) $1,321 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 15,970 Value ($000) $1,187 Avg Close $76.24 Range $61.43 - $84.21