PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q4 2025
Shares 1,547 Value ($000) $136 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 1,548 Value ($000) $128 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 1,535 Value ($000) $122 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 1,518 Value ($000) $128 Avg Close $80.24 Range $73.13 - $86.94