LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Tortoise Investment Management, LLC's Holding History (CIK: 0001599511)

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

Q3 2025

Shares 5 Value ($000) $2 Avg Close $362.48 Range $318.87 - $403.58

Q2 2025

Shares 4 Value ($000) $2 Avg Close $350.35 Range $262.83 - $390.23

Q4 2024

Shares 266 Value ($000) $87 Avg Close $295.72 Range $222.75 - $336.40

Q3 2024

Shares 150 Value ($000) $35 Avg Close $225.33 Range $187.19 - $284.59

Q2 2024

Shares 131 Value ($000) $37 Avg Close $271.44 Range $255.64 - $289.88

Q1 2024

Shares 75 Value ($000) $20 Avg Close $252.41 Range $223.81 - $274.35

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	5	$2	$362.48	$318.87 - $403.58
Q2 2025	4	$2	$350.35	$262.83 - $390.23
Q4 2024	266	$87	$295.72	$222.75 - $336.40
Q3 2024	150	$35	$225.33	$187.19 - $284.59
Q2 2024	131	$37	$271.44	$255.64 - $289.88
Q1 2024	75	$20	$252.41	$223.81 - $274.35