PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Compass Financial Services Inc's Holding History (CIK: 0002039088)

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

Q4 2025

Shares 1,693 Value ($000) $149 Avg Close $83.87 Range $77.17 - $92.10

Q3 2025

Shares 1,682 Value ($000) $139 Avg Close $78.65 Range $73.57 - $82.86

Q2 2025

Shares 1,294 Value ($000) $103 Avg Close $74.81 Range $66.44 - $83.99

Q1 2025

Shares 1,081 Value ($000) $91 Avg Close $80.24 Range $73.13 - $86.94

Q4 2024

Shares 1,143 Value ($000) $89 Avg Close $80.65 Range $71.74 - $87.80

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,693	$149	$83.87	$77.17 - $92.10
Q3 2025	1,682	$139	$78.65	$73.57 - $82.86
Q2 2025	1,294	$103	$74.81	$66.44 - $83.99
Q1 2025	1,081	$91	$80.24	$73.13 - $86.94
Q4 2024	1,143	$89	$80.65	$71.74 - $87.80