PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 4,927 Value ($000) $435 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 3,423 Value ($000) $284 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 3,340 Value ($000) $265 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 2,996 Value ($000) $253 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 2,924 Value ($000) $226 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 2,908 Value ($000) $250 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 2,908 Value ($000) $228 Avg Close $76.36 Range $71.87 - $81.40