PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 16,381 Value ($000) $1,445 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 13,821 Value ($000) $1,146 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 11,100 Value ($000) $882 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 10,259 Value ($000) $866 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 10,837 Value ($000) $839 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 10,831 Value ($000) $930 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 11,006 Value ($000) $863 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 9,752 Value ($000) $842 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 9,767 Value ($000) $768 Avg Close $66.95 Range $61.01 - $74.62