PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Wedmont Private Capital's Holding History (CIK: 0001904274)

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

Q4 2025
Shares 2,606 Value ($000) $237 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 2,514 Value ($000) $210 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 2,886 Value ($000) $233 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 3,109 Value ($000) $226 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 3,061 Value ($000) $234 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 2,867 Value ($000) $246 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 2,776 Value ($000) $236 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 2,526 Value ($000) $209 Avg Close $74.77 Range $70.34 - $81.38
Q4 2022
Shares 2,392 Value ($000) $209 Avg Close $76.60 Range $63.98 - $85.66