PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Annis Gardner Whiting Capital Advisors, LLC's Holding History (CIK: 0001998414)

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

Q4 2025
Shares 54 Value ($000) $5 Avg Close $83.87 Range $77.17 - $92.10
Q2 2025
Shares 42 Value ($000) $3 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 12 Value ($000) $1 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 12 Value ($000) $1 Avg Close $80.65 Range $71.74 - $87.80
Q2 2024
Shares 10 Value ($000) $1 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 3 Value ($000) $0 Avg Close $74.77 Range $70.34 - $81.38
Q3 2023
Shares 1 Value ($000) $0 Avg Close $71.08 Range $65.96 - $77.34