PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

INCEPTIONR LLC's Holding History (CIK: 0001821561)

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

Q4 2025
Shares 4,637 Value ($000) $409 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 7,581 Value ($000) $629 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 28,937 Value ($000) $2,298 Avg Close $74.81 Range $66.44 - $83.99
Q4 2024
Shares 17,116 Value ($000) $1,325 Avg Close $80.65 Range $71.74 - $87.80
Q2 2024
Shares 19,276 Value ($000) $1,512 Avg Close $76.36 Range $71.87 - $81.40
Q2 2023
Shares 3,791 Value ($000) $288 Avg Close $65.46 Range $59.54 - $70.14