LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Anchor Investment Management, LLC's Holding History (CIK: 0001634149)

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

Q4 2025

Shares 10,666 Value ($000) $3,809 Avg Close $353.69 Range $310.70 - $395.75

Q3 2025

Shares 10,269 Value ($000) $3,416 Avg Close $362.48 Range $318.87 - $403.58

Q2 2025

Shares 10,358 Value ($000) $3,884 Avg Close $350.35 Range $262.83 - $390.23

Q1 2025

Shares 9,771 Value ($000) $3,196 Avg Close $348.21 Range $306.71 - $384.04

Q4 2024

Shares 9,697 Value ($000) $3,166 Avg Close $295.72 Range $222.75 - $336.40

Q3 2024

Shares 9,669 Value ($000) $2,249 Avg Close $225.33 Range $187.19 - $284.59

Q2 2024

Shares 8,365 Value ($000) $2,336 Avg Close $271.44 Range $255.64 - $289.88

Q1 2024

Shares 7,701 Value ($000) $2,035 Avg Close $252.41 Range $223.81 - $274.35

Q4 2023

Shares 7,146 Value ($000) $1,627 Avg Close $224.79 Range $200.18 - $241.72

Q3 2023

Shares 3,254 Value ($000) $773 Avg Close $232.22 Range $214.03 - $250.65

Q2 2023

Shares 2,834 Value ($000) $616 Avg Close $200.25 Range $179.00 - $219.18

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	10,666	$3,809	$353.69	$310.70 - $395.75
Q3 2025	10,269	$3,416	$362.48	$318.87 - $403.58
Q2 2025	10,358	$3,884	$350.35	$262.83 - $390.23
Q1 2025	9,771	$3,196	$348.21	$306.71 - $384.04
Q4 2024	9,697	$3,166	$295.72	$222.75 - $336.40
Q3 2024	9,669	$2,249	$225.33	$187.19 - $284.59
Q2 2024	8,365	$2,336	$271.44	$255.64 - $289.88
Q1 2024	7,701	$2,035	$252.41	$223.81 - $274.35
Q4 2023	7,146	$1,627	$224.79	$200.18 - $241.72
Q3 2023	3,254	$773	$232.22	$214.03 - $250.65
Q2 2023	2,834	$616	$200.25	$179.00 - $219.18