PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 7,453 Value ($000) $658 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 5,414 Value ($000) $449 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 4,732 Value ($000) $376 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 5,099 Value ($000) $430 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 4,180 Value ($000) $324 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 3,827 Value ($000) $329 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 3,044 Value ($000) $239 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 2,793 Value ($000) $241 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 3,015 Value ($000) $237 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 4,861 Value ($000) $350 Avg Close $71.08 Range $65.96 - $77.34
Q1 2023
Shares 3,259 Value ($000) $242 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 3,147 Value ($000) $264 Avg Close $76.60 Range $63.98 - $85.66