PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q1 2023
Shares 126 Value ($000) $9 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 2,427 Value ($000) $226 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 2,424 Value ($000) $219 Avg Close $63.59 Range $53.91 - $71.08