PRINCIPAL EXCHANGE TRADED FD

Ticker: USMC CUSIP: 74255Y870 Class: USMC

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 207,963 Value ($000) $14,235 Avg Close Range
Q3 2025
Shares 198,376 Value ($000) $13,524 Avg Close Range
Q2 2025
Shares 195,564 Value ($000) $12,234 Avg Close Range
Q1 2025
Shares 191,599 Value ($000) $10,879 Avg Close Range
Q4 2024
Shares 184,789 Value ($000) $11,093 Avg Close Range
Q1 2022
Shares 158,878 Value ($000) $6,779 Avg Close Range
Q4 2021
Shares 153,839 Value ($000) $6,815 Avg Close Range
Q3 2021
Shares 140,444 Value ($000) $5,663 Avg Close Range
Q2 2021
Shares 121,154 Value ($000) $4,812 Avg Close Range
Q1 2021
Shares 114,743 Value ($000) $4,235 Avg Close Range
Q4 2020
Shares 92,229 Value ($000) $3,290 Avg Close Range
Q3 2020
Shares 82,817 Value ($000) $2,734 Avg Close Range
Q2 2020
Shares 81,101 Value ($000) $2,437 Avg Close Range
Q1 2020
Shares 67,966 Value ($000) $1,762 Avg Close Range