CBIZ INC

Ticker: CBZ CUSIP: 124805102 Class: Common Stock

LPL Financial LLC's Holding History (CIK: 0001403438)

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

Q4 2025

Shares 37,722 Value ($000) $1,903 Avg Close $52.58 Range $47.89 - $56.93

Q3 2025

Shares 41,671 Value ($000) $2,207 Avg Close $64.50 Range $50.51 - $77.91

Q2 2025

Shares 46,742 Value ($000) $3,352 Avg Close $72.34 Range $64.85 - $80.65

Q1 2025

Shares 38,181 Value ($000) $2,810 Avg Close $80.43 Range $66.01 - $90.13

Q4 2024

Shares 20,154 Value ($000) $1,649 Avg Close $74.77 Range $63.61 - $84.23

Q3 2024

Shares 20,106 Value ($000) $1,353 Avg Close $72.67 Range $62.66 - $86.36

Q2 2024

Shares 20,213 Value ($000) $1,498 Avg Close $75.57 Range $70.72 - $80.42

Q1 2024

Shares 20,246 Value ($000) $1,589 Avg Close $69.53 Range $60.59 - $79.55

Q4 2023

Shares 21,412 Value ($000) $1,340 Avg Close $56.46 Range $49.15 - $63.12

Q3 2023

Shares 21,179 Value ($000) $1,099 Avg Close $53.89 Range $50.10 - $56.96

Q2 2023

Shares 20,143 Value ($000) $1,073 Avg Close $51.44 Range $48.10 - $54.61

Q1 2023

Shares 20,116 Value ($000) $996 Avg Close $48.17 Range $45.22 - $51.85

Q4 2022

Shares 21,623 Value ($000) $1,013 Avg Close $47.53 Range $42.87 - $51.67

Q3 2022

Shares 21,623 Value ($000) $925 Avg Close $43.74 Range $39.12 - $48.47

Q2 2022

Shares 22,687 Value ($000) $907 Avg Close $40.40 Range $37.01 - $44.17

Q1 2022

Shares 22,687 Value ($000) $952 Avg Close $39.16 Range $35.46 - $42.36

Q4 2021

Shares 24,654 Value ($000) $964 Avg Close $37.28 Range $32.17 - $40.62

Q3 2021

Shares 24,654 Value ($000) $797 Avg Close $32.54 Range $30.68 - $34.85

Q2 2021

Shares 6,954 Value ($000) $228 Avg Close $33.42 Range $32.40 - $35.18

Q1 2021

Shares 7,070 Value ($000) $231 Avg Close $29.45 Range $25.25 - $34.13

Q4 2020

Shares 8,370 Value ($000) $223 Avg Close $24.61 Range $22.00 - $26.96

Q1 2019

Shares 17,829 Value ($000) $361 Avg Close $20.21 Range $19.02 - $21.58

Q4 2018

Shares 12,002 Value ($000) $236 Avg Close $21.37 Range $18.64 - $24.20

Q3 2018

Shares 10,417 Value ($000) $247 Avg Close $23.16 Range $21.05 - $24.38

Q2 2018

Shares 10,417 Value ($000) $240 Avg Close $20.22 Range $17.98 - $23.15

Q1 2014

Shares 94,938 Value ($000) $870 Avg Close $8.98 Range $8.19 - $9.45

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	37,722	$1,903	$52.58	$47.89 - $56.93
Q3 2025	41,671	$2,207	$64.50	$50.51 - $77.91
Q2 2025	46,742	$3,352	$72.34	$64.85 - $80.65
Q1 2025	38,181	$2,810	$80.43	$66.01 - $90.13
Q4 2024	20,154	$1,649	$74.77	$63.61 - $84.23
Q3 2024	20,106	$1,353	$72.67	$62.66 - $86.36
Q2 2024	20,213	$1,498	$75.57	$70.72 - $80.42
Q1 2024	20,246	$1,589	$69.53	$60.59 - $79.55
Q4 2023	21,412	$1,340	$56.46	$49.15 - $63.12
Q3 2023	21,179	$1,099	$53.89	$50.10 - $56.96
Q2 2023	20,143	$1,073	$51.44	$48.10 - $54.61
Q1 2023	20,116	$996	$48.17	$45.22 - $51.85
Q4 2022	21,623	$1,013	$47.53	$42.87 - $51.67
Q3 2022	21,623	$925	$43.74	$39.12 - $48.47
Q2 2022	22,687	$907	$40.40	$37.01 - $44.17
Q1 2022	22,687	$952	$39.16	$35.46 - $42.36
Q4 2021	24,654	$964	$37.28	$32.17 - $40.62
Q3 2021	24,654	$797	$32.54	$30.68 - $34.85
Q2 2021	6,954	$228	$33.42	$32.40 - $35.18
Q1 2021	7,070	$231	$29.45	$25.25 - $34.13
Q4 2020	8,370	$223	$24.61	$22.00 - $26.96
Q1 2019	17,829	$361	$20.21	$19.02 - $21.58
Q4 2018	12,002	$236	$21.37	$18.64 - $24.20
Q3 2018	10,417	$247	$23.16	$21.05 - $24.38
Q2 2018	10,417	$240	$20.22	$17.98 - $23.15
Q1 2014	94,938	$870	$8.98	$8.19 - $9.45