LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q1 2024

Shares 88 Value ($000) $23 Avg Close $252.41 Range $223.81 - $274.35

Q4 2023

Shares 88 Value ($000) $20 Avg Close $224.79 Range $200.18 - $241.72

Q3 2023

Shares 88 Value ($000) $21 Avg Close $232.22 Range $214.03 - $250.65

Period	Shares	Value ($000)	Average Close	Price Range
Q1 2024	88	$23	$252.41	$223.81 - $274.35
Q4 2023	88	$20	$224.79	$200.18 - $241.72
Q3 2023	88	$21	$232.22	$214.03 - $250.65