PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Rise Advisors, LLC's Holding History (CIK: 0001831316)

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

Q3 2025
Shares 103 Value ($000) $9 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 103 Value ($000) $8 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 103 Value ($000) $9 Avg Close $80.24 Range $73.13 - $86.94