PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Impact Partnership Wealth, LLC's Holding History (CIK: 0001984555)

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

Q4 2025
Shares 4,406 Value ($000) $389 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 4,725 Value ($000) $392 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 5,064 Value ($000) $402 Avg Close $74.81 Range $66.44 - $83.99
Q4 2024
Shares 7,784 Value ($000) $603 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 7,720 Value ($000) $663 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 6,144 Value ($000) $482 Avg Close $76.36 Range $71.87 - $81.40
Q4 2023
Shares 6,570 Value ($000) $517 Avg Close $66.95 Range $61.01 - $74.62
Q2 2023
Shares 25 Value ($000) $2 Avg Close $65.46 Range $59.54 - $70.14