PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Great Diamond Partners, LLC's Holding History (CIK: 0001801112)

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

Q1 2024

Shares 6,700 Value ($000) $578 Avg Close $74.77 Range $70.34 - $81.38

Q4 2023

Shares 8,932 Value ($000) $703 Avg Close $66.95 Range $61.01 - $74.62

Q3 2023

Shares 19,695 Value ($000) $1,419 Avg Close $71.08 Range $65.96 - $77.34

Q2 2023

Shares 19,822 Value ($000) $1,503 Avg Close $65.46 Range $59.54 - $70.14

Q1 2023

Shares 19,878 Value ($000) $1,477 Avg Close $76.24 Range $61.43 - $84.21

Q4 2022

Shares 5,596 Value ($000) $470 Avg Close $76.60 Range $63.98 - $85.66

Q4 2019

Shares 50 Value ($000) $2 Avg Close $43.18 Range $41.15 - $45.39

Period	Shares	Value ($000)	Average Close	Price Range
Q1 2024	6,700	$578	$74.77	$70.34 - $81.38
Q4 2023	8,932	$703	$66.95	$61.01 - $74.62
Q3 2023	19,695	$1,419	$71.08	$65.96 - $77.34
Q2 2023	19,822	$1,503	$65.46	$59.54 - $70.14
Q1 2023	19,878	$1,477	$76.24	$61.43 - $84.21
Q4 2022	5,596	$470	$76.60	$63.98 - $85.66
Q4 2019	50	$2	$43.18	$41.15 - $45.39