LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

O'Brien Wealth Partners LLC's Holding History (CIK: 0001689874)

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

Q4 2025

Shares 566 Value ($000) $202 Avg Close $353.69 Range $310.70 - $395.75

Q2 2025

Shares 566 Value ($000) $212 Avg Close $350.35 Range $262.83 - $390.23

Q3 2018

Shares 400 Value ($000) $26 Avg Close $66.30 Range $63.31 - $71.46

Q2 2018

Shares 400 Value ($000) $26 Avg Close $65.72 Range $56.31 - $73.28

Q1 2018

Shares 400 Value ($000) $24 Avg Close $61.98 Range $55.86 - $66.64

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	566	$202	$353.69	$310.70 - $395.75
Q2 2025	566	$212	$350.35	$262.83 - $390.23
Q3 2018	400	$26	$66.30	$63.31 - $71.46
Q2 2018	400	$26	$65.72	$56.31 - $73.28
Q1 2018	400	$24	$61.98	$55.86 - $66.64