LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

F/M Investments LLC's Holding History (CIK: 0001834499)

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

Q4 2025

Shares 8,466 Value ($000) $3,024 Avg Close $353.69 Range $310.70 - $395.75

Q3 2025

Shares 8,767 Value ($000) $2,917 Avg Close $362.48 Range $318.87 - $403.58

Q2 2025

Shares 9,046 Value ($000) $3,392 Avg Close $350.35 Range $262.83 - $390.23

Q1 2025

Shares 8,578 Value ($000) $2,806 Avg Close $348.21 Range $306.71 - $384.04

Q4 2024

Shares 8,268 Value ($000) $2,700 Avg Close $295.72 Range $222.75 - $336.40

Q3 2024

Shares 8,938 Value ($000) $2,063 Avg Close $225.33 Range $187.19 - $284.59

Q4 2022

Shares 5,632 Value ($000) $1,217 Avg Close $233.77 Range $203.90 - $271.56

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	8,466	$3,024	$353.69	$310.70 - $395.75
Q3 2025	8,767	$2,917	$362.48	$318.87 - $403.58
Q2 2025	9,046	$3,392	$350.35	$262.83 - $390.23
Q1 2025	8,578	$2,806	$348.21	$306.71 - $384.04
Q4 2024	8,268	$2,700	$295.72	$222.75 - $336.40
Q3 2024	8,938	$2,063	$225.33	$187.19 - $284.59
Q4 2022	5,632	$1,217	$233.77	$203.90 - $271.56