LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

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

Q4 2025

Shares 670 Value ($000) $239 Avg Close $353.69 Range $310.70 - $395.75

Q3 2025

Shares 616 Value ($000) $205 Avg Close $362.48 Range $318.87 - $403.58

Q2 2025

Shares 593 Value ($000) $222 Avg Close $350.35 Range $262.83 - $390.23

Q4 2022

Shares 1,262 Value ($000) $273 Avg Close $233.77 Range $203.90 - $271.56

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	670	$239	$353.69	$310.70 - $395.75
Q3 2025	616	$205	$362.48	$318.87 - $403.58
Q2 2025	593	$222	$350.35	$262.83 - $390.23
Q4 2022	1,262	$273	$233.77	$203.90 - $271.56