PRINCIPAL EXCHANGE TRADED FD

Ticker: PY CUSIP: 74255Y300 Class: PRNCPL VLU ETF

Wealthspire Retirement, LLC's Holding History (CIK: 0002040084)

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

Q3 2025
Shares 6,498 Value ($000) $341 Avg Close — Range —
Q2 2025
Shares 5,684 Value ($000) $282 Avg Close — Range —
Q1 2025
Shares 5,360 Value ($000) $263 Avg Close — Range —
Q4 2024
Shares 5,146 Value ($000) $255 Avg Close — Range —