Forvis Mazars Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-4,885	Closed	-$220K	–	199
2015 Q4	$220K	Sell	4,885 -144	-3%	-$6.49K	0.03%	174
2015 Q3	$238K	Buy	+5,029	New	+$238K	0.04%	158