PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 115 Value ($000) $11 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 128 Value ($000) $1 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 129 Value ($000) $10 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 124 Value ($000) $9 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 113 Value ($000) $9 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 113 Value ($000) $10 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 105 Value ($000) $8 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 121 Value ($000) $10 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 100 Value ($000) $8 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 100 Value ($000) $7 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 100 Value ($000) $8 Avg Close $65.46 Range $59.54 - $70.14
Q4 2022
Shares 100 Value ($000) $9 Avg Close $76.60 Range $63.98 - $85.66