PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

AXXCESS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001911056)

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

Q1 2024
Shares 2,435 Value ($000) $210 Avg Close $74.77 Range $70.34 - $81.38
Q1 2023
Shares 2,823 Value ($000) $210 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 2,578 Value ($000) $216 Avg Close $76.60 Range $63.98 - $85.66