PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Apella Capital, LLC's Holding History (CIK: 0001801507)

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

Q4 2025
Shares 5,834 Value ($000) $515 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 5,833 Value ($000) $457 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 2,851 Value ($000) $229 Avg Close $74.81 Range $66.44 - $83.99