PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q1 2024
Shares 2,564 Value ($000) $221 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 2,564 Value ($000) $202 Avg Close $66.95 Range $61.01 - $74.62