PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q3 2021
Shares 425 Value ($000) $27 Avg Close $54.80 Range $49.91 - $58.19
Q2 2021
Shares 423 Value ($000) $27 Avg Close $54.06 Range $50.22 - $57.29
Q1 2021
Shares 421 Value ($000) $21 Avg Close $46.72 Range $39.67 - $52.22
Q4 2020
Shares 421 Value ($000) $21 Avg Close $37.97 Range $30.95 - $44.00
Q3 2020
Shares 420 Value ($000) $17 Avg Close $34.89 Range $30.57 - $38.63
Q2 2020
Shares 418 Value ($000) $17 Avg Close $29.50 Range $20.74 - $40.21
Q1 2020
Shares 417 Value ($000) $13 Avg Close $37.70 Range $18.74 - $45.40
Q4 2019
Shares 415 Value ($000) $23 Avg Close $43.18 Range $41.15 - $45.39
Q3 2019
Shares 413 Value ($000) $24 Avg Close $43.94 Range $40.43 - $47.31
Q2 2019
Shares 412 Value ($000) $24 Avg Close $42.59 Range $39.04 - $45.56
Q4 2018
Shares 296 Value ($000) $13 Avg Close $37.23 Range $30.82 - $46.09