BROADRIDGE FINL SOLUTIONS IN

Ticker: BR CUSIP: 11133T103 Class: COM

LYELL WEALTH MANAGEMENT, LP's Holding History (CIK: 0001686444)

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

Q4 2025
Shares 40,619 Value ($000) $9,065 Avg Close $227.30 Range $214.17 - $237.72
Q3 2025
Shares 39,583 Value ($000) $9,428 Avg Close $247.24 Range $230.09 - $269.71
Q2 2025
Shares 38,127 Value ($000) $9,266 Avg Close $235.04 Range $209.84 - $244.67
Q1 2025
Shares 36,001 Value ($000) $8,729 Avg Close $231.86 Range $216.57 - $242.74
Q4 2024
Shares 29,977 Value ($000) $6,778 Avg Close $219.85 Range $204.19 - $233.38
Q3 2024
Shares 19,643 Value ($000) $4,224 Avg Close $204.45 Range $191.07 - $218.59