PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025
Shares 951 Value ($000) $84 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 980 Value ($000) $81 Avg Close $78.65 Range $73.57 - $82.86