PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

True Wealth Design, LLC's Holding History (CIK: 0001966033)

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

Q4 2025
Shares 511 Value ($000) $45 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 272 Value ($000) $23 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 261 Value ($000) $21 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 101 Value ($000) $9 Avg Close $80.24 Range $73.13 - $86.94