LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Jackson Wealth Management, LLC's Holding History (CIK: 0001536799)

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

Q4 2025

Shares 6,096 Value ($000) $2,177 Avg Close $353.69 Range $310.70 - $395.75

Q3 2025

Shares 6,670 Value ($000) $2,219 Avg Close $362.48 Range $318.87 - $403.58

Q2 2025

Shares 5,921 Value ($000) $2,220 Avg Close $350.35 Range $262.83 - $390.23

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,096	$2,177	$353.69	$310.70 - $395.75
Q3 2025	6,670	$2,219	$362.48	$318.87 - $403.58
Q2 2025	5,921	$2,220	$350.35	$262.83 - $390.23