LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Vise Technologies, Inc.'s Holding History (CIK: 0001812090)

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

Q4 2025

Shares 4,317 Value ($000) $1,542 Avg Close $353.69 Range $310.70 - $395.75

Q3 2025

Shares 1,838 Value ($000) $611 Avg Close $362.48 Range $318.87 - $403.58

Q2 2025

Shares 2,121 Value ($000) $795 Avg Close $350.35 Range $262.83 - $390.23

Q4 2024

Shares 1,047 Value ($000) $342 Avg Close $295.72 Range $222.75 - $336.40

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,317	$1,542	$353.69	$310.70 - $395.75
Q3 2025	1,838	$611	$362.48	$318.87 - $403.58
Q2 2025	2,121	$795	$350.35	$262.83 - $390.23
Q4 2024	1,047	$342	$295.72	$222.75 - $336.40