PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

ZRC WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001976256)

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

Q4 2025
Shares 26 Value ($000) $2 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 18 Value ($000) $1 Avg Close $78.65 Range $73.57 - $82.86