Principal Financial Group’s Latham Group SWIM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$194K	Buy	+30,356	New	+$194K	﹤0.01%	2135
2024 Q4	–	Sell	-102,446	Closed	-$697K	–	2250
2024 Q3	$697K	Buy	+102,446	New	+$697K	﹤0.01%	1893