PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

NewEdge Wealth, LLC's Holding History (CIK: 0001861796)

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

Q4 2025

Shares 2,848 Value ($000) $251 Avg Close $83.87 Range $77.17 - $92.10

Q2 2023

Shares 159,029 Value ($000) $12,061 Avg Close $65.46 Range $59.54 - $70.14

Q1 2023

Shares 150,481 Value ($000) $11,184 Avg Close $76.24 Range $61.43 - $84.21

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,848	$251	$83.87	$77.17 - $92.10
Q2 2023	159,029	$12,061	$65.46	$59.54 - $70.14
Q1 2023	150,481	$11,184	$76.24	$61.43 - $84.21