PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Turtle Creek Wealth Advisors, LLC's Holding History (CIK: 0002007171)

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

Q4 2025

Shares 2,476 Value ($000) $218 Avg Close $83.87 Range $77.17 - $92.10

Q3 2025

Shares 2,556 Value ($000) $212 Avg Close $78.65 Range $73.57 - $82.86

Q4 2023

Shares 38 Value ($000) $3 Avg Close $66.95 Range $61.01 - $74.62

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,476	$218	$83.87	$77.17 - $92.10
Q3 2025	2,556	$212	$78.65	$73.57 - $82.86
Q4 2023	38	$3	$66.95	$61.01 - $74.62