PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

EVOKE WEALTH, LLC's Holding History (CIK: 0001793432)

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

Q4 2025
Shares 2,323 Value ($000) $205 Avg Close $83.87 Range $77.17 - $92.10
Q3 2022
Shares 28 Value ($000) $2 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 28 Value ($000) $2 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 23 Value ($000) $2 Avg Close $62.90 Range $55.77 - $69.64
Q4 2021
Shares 23 Value ($000) $2 Avg Close $60.13 Range $55.15 - $64.05
Q3 2021
Shares 23 Value ($000) $1 Avg Close $54.80 Range $49.91 - $58.19
Q2 2021
Shares 23 Value ($000) $1 Avg Close $54.06 Range $50.22 - $57.29
Q1 2021
Shares 123 Value ($000) $7 Avg Close $46.72 Range $39.67 - $52.22
Q4 2020
Shares 23 Value ($000) $1 Avg Close $37.97 Range $30.95 - $44.00
Q3 2020
Shares 23 Value ($000) $1 Avg Close $34.89 Range $30.57 - $38.63
Q2 2020
Shares 56 Value ($000) $2 Avg Close $29.50 Range $20.74 - $40.21
Q1 2020
Shares 139 Value ($000) $4,351 Avg Close $37.70 Range $18.74 - $45.40
Q4 2019
Shares 260 Value ($000) $14,313 Avg Close $43.18 Range $41.15 - $45.39
Q3 2019
Shares 259 Value ($000) $14,845 Avg Close $43.94 Range $40.43 - $47.31