PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

BURKETT FINANCIAL SERVICES, LLC's Holding History (CIK: 0001762716)

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

Q4 2025

Shares 137 Value ($000) $12 Avg Close $83.87 Range $77.17 - $92.10

Q3 2025

Shares 137 Value ($000) $11 Avg Close $78.65 Range $73.57 - $82.86

Q2 2025

Shares 135 Value ($000) $11 Avg Close $74.81 Range $66.44 - $83.99

Q1 2025

Shares 134 Value ($000) $11 Avg Close $80.24 Range $73.13 - $86.94

Q4 2024

Shares 133 Value ($000) $10 Avg Close $80.65 Range $71.74 - $87.80

Q3 2024

Shares 133 Value ($000) $11 Avg Close $76.60 Range $68.32 - $83.50

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	137	$12	$83.87	$77.17 - $92.10
Q3 2025	137	$11	$78.65	$73.57 - $82.86
Q2 2025	135	$11	$74.81	$66.44 - $83.99
Q1 2025	134	$11	$80.24	$73.13 - $86.94
Q4 2024	133	$10	$80.65	$71.74 - $87.80
Q3 2024	133	$11	$76.60	$68.32 - $83.50