PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Forum Financial Management, LP's Holding History (CIK: 0001911832)

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

Q4 2025
Shares 7,546 Value ($000) $666 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 7,535 Value ($000) $625 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 6,933 Value ($000) $551 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 6,447 Value ($000) $544 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 6,445 Value ($000) $499 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 6,445 Value ($000) $554 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 6,433 Value ($000) $505 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 6,879 Value ($000) $594 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 6,429 Value ($000) $506 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 6,879 Value ($000) $496 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 6,879 Value ($000) $522 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 6,881 Value ($000) $511 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 6,879 Value ($000) $577 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 6,879 Value ($000) $496 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 6,879 Value ($000) $459 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 6,687 Value ($000) $490 Avg Close $62.90 Range $55.77 - $69.64
Q4 2021
Shares 6,889 Value ($000) $498 Avg Close $60.13 Range $55.15 - $64.05