PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Sound View Wealth Advisors Group, LLC's Holding History (CIK: 0001784777)

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

Q4 2025
Shares 3,870 Value ($000) $341 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 4,776 Value ($000) $396 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 6,075 Value ($000) $483 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 23,561 Value ($000) $1,988 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 23,442 Value ($000) $1,815 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 24,441 Value ($000) $2,100 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 18,815 Value ($000) $1,476 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 17,350 Value ($000) $1,497 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 11,588 Value ($000) $912 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 11,143 Value ($000) $803 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 14,763 Value ($000) $1,120 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 12,246 Value ($000) $910 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 11,588 Value ($000) $912 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 10,929 Value ($000) $789 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 5,115 Value ($000) $342 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 4,848 Value ($000) $356 Avg Close $62.90 Range $55.77 - $69.64