PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Marshall & Sterling Wealth Advisors Inc.'s Holding History (CIK: 0002056315)

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

Q3 2025
Shares 83 Value ($000) $7 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 94 Value ($000) $7 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 117 Value ($000) $10 Avg Close $80.24 Range $73.13 - $86.94