LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Curi Capital, LLC's Holding History (CIK: 0001332905)

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

Q4 2025

Shares 861 Value ($000) $307 Avg Close $353.69 Range $310.70 - $395.75

Q3 2025

Shares 857 Value ($000) $285 Avg Close $362.48 Range $318.87 - $403.58

Q2 2025

Shares 858 Value ($000) $322 Avg Close $350.35 Range $262.83 - $390.23

Q4 2024

Shares 801 Value ($000) $261 Avg Close $295.72 Range $222.75 - $336.40

Q2 2024

Shares 799 Value ($000) $223 Avg Close $271.44 Range $255.64 - $289.88

Q1 2024

Shares 798 Value ($000) $211 Avg Close $252.41 Range $223.81 - $274.35

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	861	$307	$353.69	$310.70 - $395.75
Q3 2025	857	$285	$362.48	$318.87 - $403.58
Q2 2025	858	$322	$350.35	$262.83 - $390.23
Q4 2024	801	$261	$295.72	$222.75 - $336.40
Q2 2024	799	$223	$271.44	$255.64 - $289.88
Q1 2024	798	$211	$252.41	$223.81 - $274.35