PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

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

Q4 2025
Shares 21,508 Value ($000) $1,897 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 24,247 Value ($000) $2,010 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 22,306 Value ($000) $1,772 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 21,498 Value ($000) $1,814 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 18,278 Value ($000) $1,415 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 18,024 Value ($000) $1,548 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 17,064 Value ($000) $1,339 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 17,707 Value ($000) $1,528 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 17,071 Value ($000) $1,343 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 15,915 Value ($000) $1,147 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 14,982 Value ($000) $1,136 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 17,700 Value ($000) $1,315 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 15,818 Value ($000) $1,327 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 14,797 Value ($000) $1,068 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 12,712 Value ($000) $846 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 8 Value ($000) $1 Avg Close $62.90 Range $55.77 - $69.64