PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Cape Investment Advisory, Inc.'s Holding History (CIK: 0001944437)

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

Q1 2025
Shares 1 Value ($000) $0 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 1 Value ($000) $0 Avg Close $80.65 Range $71.74 - $87.80