PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025

Shares 596 Value ($000) $53 Avg Close $83.87 Range $77.17 - $92.10

Q3 2025

Shares 596 Value ($000) $49 Avg Close $78.65 Range $73.57 - $82.86

Q2 2025

Shares 596 Value ($000) $47 Avg Close $74.81 Range $66.44 - $83.99

Q1 2025

Shares 596 Value ($000) $50 Avg Close $80.24 Range $73.13 - $86.94

Q4 2024

Shares 596 Value ($000) $46 Avg Close $80.65 Range $71.74 - $87.80

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	596	$53	$83.87	$77.17 - $92.10
Q3 2025	596	$49	$78.65	$73.57 - $82.86
Q2 2025	596	$47	$74.81	$66.44 - $83.99
Q1 2025	596	$50	$80.24	$73.13 - $86.94
Q4 2024	596	$46	$80.65	$71.74 - $87.80