LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

FORA Capital, LLC's Holding History (CIK: 0001742435)

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

Q1 2025

Shares 5,283 Value ($000) $1,728 Avg Close $348.21 Range $306.71 - $384.04

Q2 2024

Shares 5,675 Value ($000) $1,585 Avg Close $271.44 Range $255.64 - $289.88

Q1 2024

Shares 5,902 Value ($000) $1,559 Avg Close $252.41 Range $223.81 - $274.35

Q4 2023

Shares 6,916 Value ($000) $1,574 Avg Close $224.79 Range $200.18 - $241.72

Q3 2021

Shares 2,710 Value ($000) $425 Avg Close $143.63 Range $127.03 - $161.87

Q2 2021

Shares 4,058 Value ($000) $548,000 Avg Close $145.43 Range $134.34 - $159.74

Q4 2020

Shares 4,371 Value ($000) $456,000 Avg Close $89.87 Range $75.14 - $105.77

Q3 2020

Shares 2,083 Value ($000) $160,000 Avg Close $79.40 Range $73.14 - $85.76

Period	Shares	Value ($000)	Average Close	Price Range
Q1 2025	5,283	$1,728	$348.21	$306.71 - $384.04
Q2 2024	5,675	$1,585	$271.44	$255.64 - $289.88
Q1 2024	5,902	$1,559	$252.41	$223.81 - $274.35
Q4 2023	6,916	$1,574	$224.79	$200.18 - $241.72
Q3 2021	2,710	$425	$143.63	$127.03 - $161.87
Q2 2021	4,058	$548,000	$145.43	$134.34 - $159.74
Q4 2020	4,371	$456,000	$89.87	$75.14 - $105.77
Q3 2020	2,083	$160,000	$79.40	$73.14 - $85.76