LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Independent Advisor Alliance's Holding History (CIK: 0001696899)

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

Q4 2025

Shares 5,258 Value ($000) $1,878 Avg Close $353.69 Range $310.70 - $395.75

Q3 2025

Shares 5,341 Value ($000) $1,777 Avg Close $362.48 Range $318.87 - $403.58

Q2 2025

Shares 3,775 Value ($000) $1,415 Avg Close $350.35 Range $262.83 - $390.23

Q1 2025

Shares 3,723 Value ($000) $1,218 Avg Close $348.21 Range $306.71 - $384.04

Q4 2024

Shares 3,463 Value ($000) $1,131 Avg Close $295.72 Range $222.75 - $336.40

Q3 2024

Shares 4,702 Value ($000) $1,094 Avg Close $225.33 Range $187.19 - $284.59

Q2 2024

Shares 3,750 Value ($000) $1,047 Avg Close $271.44 Range $255.64 - $289.88

Q1 2024

Shares 3,965 Value ($000) $1,048 Avg Close $252.41 Range $223.81 - $274.35

Q4 2023

Shares 4,008 Value ($000) $912 Avg Close $224.79 Range $200.18 - $241.72

Q3 2023

Shares 4,929 Value ($000) $1,171 Avg Close $232.22 Range $214.03 - $250.65

Q2 2023

Shares 4,798 Value ($000) $1,043 Avg Close $200.25 Range $179.00 - $219.18

Q1 2023

Shares 4,506 Value ($000) $912 Avg Close $228.60 Range $188.52 - $257.65

Q3 2022

Shares 3,260 Value ($000) $712 Avg Close $212.68 Range $169.68 - $236.58

Q2 2022

Shares 3,355 Value ($000) $619 Avg Close $189.92 Range $165.47 - $220.80

Q1 2022

Shares 3,554 Value ($000) $649 Avg Close $174.14 Range $140.65 - $196.29

Q4 2021

Shares 3,603 Value ($000) $577 Avg Close $165.05 Range $150.11 - $176.96

Q3 2021

Shares 3,810 Value ($000) $597 Avg Close $143.63 Range $127.03 - $161.87

Q2 2021

Shares 3,332 Value ($000) $450 Avg Close $145.43 Range $134.34 - $159.74

Q1 2021

Shares 3,188 Value ($000) $453 Avg Close $127.60 Range $101.90 - $147.69

Q4 2020

Shares 4,285 Value ($000) $447 Avg Close $89.87 Range $75.14 - $105.77

Q3 2020

Shares 4,879 Value ($000) $374 Avg Close $79.40 Range $73.14 - $85.76

Q2 2020

Shares 6,153 Value ($000) $482 Avg Close $66.82 Range $47.57 - $86.25

Q1 2020

Shares 5,473 Value ($000) $298 Avg Close $80.62 Range $32.01 - $99.60

Q4 2019

Shares 4,427 Value ($000) $408 Avg Close $85.83 Range $70.14 - $94.70

Q3 2019

Shares 4,306 Value ($000) $353 Avg Close $80.03 Range $70.08 - $89.89

Q2 2019

Shares 3,730 Value ($000) $304 Avg Close $79.12 Range $69.75 - $86.09

Q1 2019

Shares 3,243 Value ($000) $226 Avg Close $72.07 Range $59.48 - $79.34

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	5,258	$1,878	$353.69	$310.70 - $395.75
Q3 2025	5,341	$1,777	$362.48	$318.87 - $403.58
Q2 2025	3,775	$1,415	$350.35	$262.83 - $390.23
Q1 2025	3,723	$1,218	$348.21	$306.71 - $384.04
Q4 2024	3,463	$1,131	$295.72	$222.75 - $336.40
Q3 2024	4,702	$1,094	$225.33	$187.19 - $284.59
Q2 2024	3,750	$1,047	$271.44	$255.64 - $289.88
Q1 2024	3,965	$1,048	$252.41	$223.81 - $274.35
Q4 2023	4,008	$912	$224.79	$200.18 - $241.72
Q3 2023	4,929	$1,171	$232.22	$214.03 - $250.65
Q2 2023	4,798	$1,043	$200.25	$179.00 - $219.18
Q1 2023	4,506	$912	$228.60	$188.52 - $257.65
Q3 2022	3,260	$712	$212.68	$169.68 - $236.58
Q2 2022	3,355	$619	$189.92	$165.47 - $220.80
Q1 2022	3,554	$649	$174.14	$140.65 - $196.29
Q4 2021	3,603	$577	$165.05	$150.11 - $176.96
Q3 2021	3,810	$597	$143.63	$127.03 - $161.87
Q2 2021	3,332	$450	$145.43	$134.34 - $159.74
Q1 2021	3,188	$453	$127.60	$101.90 - $147.69
Q4 2020	4,285	$447	$89.87	$75.14 - $105.77
Q3 2020	4,879	$374	$79.40	$73.14 - $85.76
Q2 2020	6,153	$482	$66.82	$47.57 - $86.25
Q1 2020	5,473	$298	$80.62	$32.01 - $99.60
Q4 2019	4,427	$408	$85.83	$70.14 - $94.70
Q3 2019	4,306	$353	$80.03	$70.08 - $89.89
Q2 2019	3,730	$304	$79.12	$69.75 - $86.09
Q1 2019	3,243	$226	$72.07	$59.48 - $79.34