PRINCIPAL EXCHANGE TRADED FD

Ticker: PREF CUSIP: 74255Y888 Class: Preferred Stock

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q1 2024
Shares 12,330 Value ($000) $224 Avg Close — Range —
Q4 2023
Shares 12,319 Value ($000) $216 Avg Close — Range —