LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

&PARTNERS's Holding History (CIK: 0000107136)

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

Q4 2025

Shares 13,761 Value ($000) $4,891 Avg Close $353.69 Range $310.70 - $395.75

Q3 2025

Shares 14,788 Value ($000) $4,907 Avg Close $362.48 Range $318.87 - $403.58

Q2 2025

Shares 13,515 Value ($000) $5,059 Avg Close $350.35 Range $262.83 - $390.23

Q1 2025

Shares 10,157 Value ($000) $3,423 Avg Close $348.21 Range $306.71 - $384.04

Q4 2024

Shares 8,247 Value ($000) $2,748 Avg Close $295.72 Range $222.75 - $336.40

Q3 2024

Shares 6,111 Value ($000) $1,422 Avg Close $225.33 Range $187.19 - $284.59

Q2 2024

Shares 2,876 Value ($000) $803 Avg Close $271.44 Range $255.64 - $289.88

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	13,761	$4,891	$353.69	$310.70 - $395.75
Q3 2025	14,788	$4,907	$362.48	$318.87 - $403.58
Q2 2025	13,515	$5,059	$350.35	$262.83 - $390.23
Q1 2025	10,157	$3,423	$348.21	$306.71 - $384.04
Q4 2024	8,247	$2,748	$295.72	$222.75 - $336.40
Q3 2024	6,111	$1,422	$225.33	$187.19 - $284.59
Q2 2024	2,876	$803	$271.44	$255.64 - $289.88