PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Legacy Financial Group LLC's Holding History (CIK: 0001834011)

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

Q4 2025
Shares 11,347 Value ($000) $1,094 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 10,961 Value ($000) $909 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 10,713 Value ($000) $851 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 10,472 Value ($000) $884 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 9,965 Value ($000) $771,355 Avg Close $80.65 Range $71.74 - $87.80
Q2 2024
Shares 8,741 Value ($000) $686 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 8,319 Value ($000) $718 Avg Close $74.77 Range $70.34 - $81.38
Q3 2023
Shares 7,754 Value ($000) $558,826 Avg Close $71.08 Range $65.96 - $77.34
Q1 2021
Shares 14,391 Value ($000) $863 Avg Close $46.72 Range $39.67 - $52.22
Q4 2020
Shares 16,854 Value ($000) $836 Avg Close $37.97 Range $30.95 - $44.00