PRINCIPAL EXCHANGE TRADED FD

Ticker: PREF CUSIP: 74255Y888 Class: Preferred Stock

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 29,867 Value ($000) $570 Avg Close Range
Q3 2025
Shares 32,941 Value ($000) $630 Avg Close Range
Q2 2025
Shares 34,241 Value ($000) $650 Avg Close Range
Q1 2025
Shares 35,574 Value ($000) $665 Avg Close Range