PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Commonwealth Retirement Investments LLC's Holding History (CIK: 0001963787)

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

Q4 2025
Shares 15,747 Value ($000) $1,389 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 15,430 Value ($000) $1,279 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 14,015 Value ($000) $1,113 Avg Close $74.81 Range $66.44 - $83.99