PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Rockbridge Investment Management, LCC's Holding History (CIK: 0001821984)

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

Q4 2023

Shares 258 Value ($000) $20 Avg Close $66.95 Range $61.01 - $74.62

Q2 2022

Shares 258 Value ($000) $17 Avg Close $61.74 Range $54.73 - $67.59

Q1 2022

Shares 258 Value ($000) $19 Avg Close $62.90 Range $55.77 - $69.64

Q4 2021

Shares 258 Value ($000) $19 Avg Close $60.13 Range $55.15 - $64.05

Q3 2021

Shares 258 Value ($000) $17 Avg Close $54.80 Range $49.91 - $58.19

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2023	258	$20	$66.95	$61.01 - $74.62
Q2 2022	258	$17	$61.74	$54.73 - $67.59
Q1 2022	258	$19	$62.90	$55.77 - $69.64
Q4 2021	258	$19	$60.13	$55.15 - $64.05
Q3 2021	258	$17	$54.80	$49.91 - $58.19