PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Pathstone Holdings, LLC's Holding History (CIK: 0002011612)

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

Q4 2025
Shares 39,568 Value ($000) $3,490 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 38,503 Value ($000) $3,192 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 36,328 Value ($000) $2,886 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 42,757 Value ($000) $3,607 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 27,604 Value ($000) $2,137 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 27,509 Value ($000) $2,363 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 28,385 Value ($000) $2,227 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 29,915 Value ($000) $2,582 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 28,268 Value ($000) $2,224 Avg Close $66.95 Range $61.01 - $74.62