PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025

Shares 2,808 Value ($000) $248 Avg Close $83.87 Range $77.17 - $92.10

Q3 2025

Shares 2,481 Value ($000) $206 Avg Close $78.65 Range $73.57 - $82.86

Q1 2025

Shares 2,934 Value ($000) $248 Avg Close $80.24 Range $73.13 - $86.94

Q3 2024

Shares 2,437 Value ($000) $209 Avg Close $76.60 Range $68.32 - $83.50

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,808	$248	$83.87	$77.17 - $92.10
Q3 2025	2,481	$206	$78.65	$73.57 - $82.86
Q1 2025	2,934	$248	$80.24	$73.13 - $86.94
Q3 2024	2,437	$209	$76.60	$68.32 - $83.50