LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Pinnacle Wealth Planning Services, Inc.'s Holding History (CIK: 0001726752)

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

Q4 2025

Shares 1,384 Value ($000) $494 Avg Close $353.69 Range $310.70 - $395.75

Q3 2025

Shares 1,400 Value ($000) $466 Avg Close $362.48 Range $318.87 - $403.58

Q2 2025

Shares 1,400 Value ($000) $525 Avg Close $350.35 Range $262.83 - $390.23

Q1 2025

Shares 1,396 Value ($000) $457 Avg Close $348.21 Range $306.71 - $384.04

Q4 2024

Shares 1,379 Value ($000) $450 Avg Close $295.72 Range $222.75 - $336.40

Q4 2020

Shares 85 Value ($000) $9 Avg Close $89.87 Range $75.14 - $105.77

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,384	$494	$353.69	$310.70 - $395.75
Q3 2025	1,400	$466	$362.48	$318.87 - $403.58
Q2 2025	1,400	$525	$350.35	$262.83 - $390.23
Q1 2025	1,396	$457	$348.21	$306.71 - $384.04
Q4 2024	1,379	$450	$295.72	$222.75 - $336.40
Q4 2020	85	$9	$89.87	$75.14 - $105.77