LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

SHEETS SMITH WEALTH MANAGEMENT's Holding History (CIK: 0001157436)

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

Q2 2025

Shares 1,820 Value ($000) $682 Avg Close $350.35 Range $262.83 - $390.23

Q2 2019

Shares 9,486 Value ($000) $774 Avg Close $79.12 Range $69.75 - $86.09

Q1 2019

Shares 9,615 Value ($000) $670 Avg Close $72.07 Range $59.48 - $79.34

Q3 2018

Shares 7,572 Value ($000) $488 Avg Close $66.30 Range $63.31 - $71.46

Q2 2018

Shares 7,482 Value ($000) $490 Avg Close $65.72 Range $56.31 - $73.28

Q1 2018

Shares 7,292 Value ($000) $445 Avg Close $61.98 Range $55.86 - $66.64

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	1,820	$682	$350.35	$262.83 - $390.23
Q2 2019	9,486	$774	$79.12	$69.75 - $86.09
Q1 2019	9,615	$670	$72.07	$59.48 - $79.34
Q3 2018	7,572	$488	$66.30	$63.31 - $71.46
Q2 2018	7,482	$490	$65.72	$56.31 - $73.28
Q1 2018	7,292	$445	$61.98	$55.86 - $66.64