LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025

Shares 9,502 Value ($000) $3,394 Avg Close $353.69 Range $310.70 - $395.75

Q3 2025

Shares 7,747 Value ($000) $2,577 Avg Close $362.48 Range $318.87 - $403.58

Q2 2025

Shares 7,125 Value ($000) $2,672 Avg Close $350.35 Range $262.83 - $390.23

Q1 2025

Shares 5,638 Value ($000) $1,844 Avg Close $348.21 Range $306.71 - $384.04

Q4 2024

Shares 4,237 Value ($000) $1,383 Avg Close $295.72 Range $222.75 - $336.40

Q3 2024

Shares 3,757 Value ($000) $874 Avg Close $225.33 Range $187.19 - $284.59

Q2 2024

Shares 4,574 Value ($000) $1,278 Avg Close $271.44 Range $255.64 - $289.88

Q1 2024

Shares 3,988 Value ($000) $1,054 Avg Close $252.41 Range $223.81 - $274.35

Q4 2023

Shares 2,865 Value ($000) $652 Avg Close $224.79 Range $200.18 - $241.72

Q3 2023

Shares 3,200 Value ($000) $760 Avg Close $232.22 Range $214.03 - $250.65

Q2 2023

Shares 2,502 Value ($000) $544 Avg Close $200.25 Range $179.00 - $219.18

Q1 2023

Shares 2,413 Value ($000) $488 Avg Close $228.60 Range $188.52 - $257.65

Q4 2022

Shares 3,009 Value ($000) $650 Avg Close $233.77 Range $203.90 - $271.56

Q3 2022

Shares 2,543 Value ($000) $556 Avg Close $212.68 Range $169.68 - $236.58

Q2 2022

Shares 1,579 Value ($000) $291 Avg Close $189.92 Range $165.47 - $220.80

Q2 2021

Shares 1,017 Value ($000) $137 Avg Close $145.43 Range $134.34 - $159.74

Q2 2017

Shares 7 Value ($000) $0 Avg Close $40.58 Range $37.39 - $43.79

Q1 2017

Shares 372 Value ($000) $15 Avg Close $39.30 Range $35.23 - $41.99

Q4 2016

Shares 627 Value ($000) $22 Avg Close $34.95 Range $29.09 - $42.86

Q2 2016

Shares 471 Value ($000) $11 Avg Close $25.11 Range $20.95 - $28.77

Q1 2016

Shares 171 Value ($000) $4 Avg Close $26.99 Range $15.38 - $43.89

Q4 2015

Shares 78 Value ($000) $3 Avg Close $42.59 Range $36.41 - $48.00

Q3 2015

Shares 50 Value ($000) $2 Avg Close $43.02 Range $37.72 - $48.18

Q4 2014

Shares 107 Value ($000) $5 Avg Close $43.01 Range $38.34 - $46.06

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,502	$3,394	$353.69	$310.70 - $395.75
Q3 2025	7,747	$2,577	$362.48	$318.87 - $403.58
Q2 2025	7,125	$2,672	$350.35	$262.83 - $390.23
Q1 2025	5,638	$1,844	$348.21	$306.71 - $384.04
Q4 2024	4,237	$1,383	$295.72	$222.75 - $336.40
Q3 2024	3,757	$874	$225.33	$187.19 - $284.59
Q2 2024	4,574	$1,278	$271.44	$255.64 - $289.88
Q1 2024	3,988	$1,054	$252.41	$223.81 - $274.35
Q4 2023	2,865	$652	$224.79	$200.18 - $241.72
Q3 2023	3,200	$760	$232.22	$214.03 - $250.65
Q2 2023	2,502	$544	$200.25	$179.00 - $219.18
Q1 2023	2,413	$488	$228.60	$188.52 - $257.65
Q4 2022	3,009	$650	$233.77	$203.90 - $271.56
Q3 2022	2,543	$556	$212.68	$169.68 - $236.58
Q2 2022	1,579	$291	$189.92	$165.47 - $220.80
Q2 2021	1,017	$137	$145.43	$134.34 - $159.74
Q2 2017	7	$0	$40.58	$37.39 - $43.79
Q1 2017	372	$15	$39.30	$35.23 - $41.99
Q4 2016	627	$22	$34.95	$29.09 - $42.86
Q2 2016	471	$11	$25.11	$20.95 - $28.77
Q1 2016	171	$4	$26.99	$15.38 - $43.89
Q4 2015	78	$3	$42.59	$36.41 - $48.00
Q3 2015	50	$2	$43.02	$37.72 - $48.18
Q4 2014	107	$5	$43.01	$38.34 - $46.06