PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Gladstone Institutional Advisory LLC's Holding History (CIK: 0001766530)

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

Q4 2025

Shares 2,691 Value ($000) $237 Avg Close $83.87 Range $77.17 - $92.10

Q3 2025

Shares 2,758 Value ($000) $229 Avg Close $78.65 Range $73.57 - $82.86

Q2 2025

Shares 2,666 Value ($000) $212 Avg Close $74.81 Range $66.44 - $83.99

Q1 2025

Shares 2,669 Value ($000) $225 Avg Close $80.24 Range $73.13 - $86.94

Q4 2022

Shares 10,928 Value ($000) $917 Avg Close $76.60 Range $63.98 - $85.66

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,691	$237	$83.87	$77.17 - $92.10
Q3 2025	2,758	$229	$78.65	$73.57 - $82.86
Q2 2025	2,666	$212	$74.81	$66.44 - $83.99
Q1 2025	2,669	$225	$80.24	$73.13 - $86.94
Q4 2022	10,928	$917	$76.60	$63.98 - $85.66