LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Dynasty Wealth Management, LLC's Holding History (CIK: 0001727599)

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

Q4 2025

Shares 9,539 Value ($000) $3,407 Avg Close $353.69 Range $310.70 - $395.75

Q3 2025

Shares 8,748 Value ($000) $2,910 Avg Close $362.48 Range $318.87 - $403.58

Q2 2025

Shares 5,435 Value ($000) $2,038 Avg Close $350.35 Range $262.83 - $390.23

Q1 2025

Shares 6,331 Value ($000) $2,071 Avg Close $348.21 Range $306.71 - $384.04

Q4 2024

Shares 6,165 Value ($000) $2,013 Avg Close $295.72 Range $222.75 - $336.40

Q3 2024

Shares 3,882 Value ($000) $903 Avg Close $225.33 Range $187.19 - $284.59

Q2 2024

Shares 1,579 Value ($000) $441 Avg Close $271.44 Range $255.64 - $289.88

Q1 2024

Shares 822 Value ($000) $217 Avg Close $252.41 Range $223.81 - $274.35

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,539	$3,407	$353.69	$310.70 - $395.75
Q3 2025	8,748	$2,910	$362.48	$318.87 - $403.58
Q2 2025	5,435	$2,038	$350.35	$262.83 - $390.23
Q1 2025	6,331	$2,071	$348.21	$306.71 - $384.04
Q4 2024	6,165	$2,013	$295.72	$222.75 - $336.40
Q3 2024	3,882	$903	$225.33	$187.19 - $284.59
Q2 2024	1,579	$441	$271.44	$255.64 - $289.88
Q1 2024	822	$217	$252.41	$223.81 - $274.35