PRINCIPAL EXCHANGE TRADED FD

Ticker: USMC CUSIP: 74255Y870 Class: USMC

O'Brien Wealth Partners LLC's Holding History (CIK: 0001689874)

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

Q4 2025
Shares 893,720 Value ($000) $61,175 Avg Close — Range —
Q3 2025
Shares 906,137 Value ($000) $61,774 Avg Close — Range —
Q2 2025
Shares 920,520 Value ($000) $57,588 Avg Close — Range —
Q1 2025
Shares 925,108 Value ($000) $52,528 Avg Close — Range —
Q4 2024
Shares 963,761 Value ($000) $57,855 Avg Close — Range —
Q3 2024
Shares 830,932 Value ($000) $47,355 Avg Close — Range —
Q2 2024
Shares 356,759 Value ($000) $19,354 Avg Close — Range —
Q1 2024
Shares 351,527 Value ($000) $18,054 Avg Close — Range —