PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

GENTRY PRIVATE WEALTH, LLC's Holding History (CIK: 0002022634)

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

Q4 2025
Shares 6,482 Value ($000) $572 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 7,428 Value ($000) $616 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 7,099 Value ($000) $564 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 6,943 Value ($000) $586 Avg Close $80.24 Range $73.13 - $86.94
Q3 2024
Shares 5,743 Value ($000) $493 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 5,814 Value ($000) $456 Avg Close $76.36 Range $71.87 - $81.40