LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

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

Q1 2024

Shares 23 Value ($000) $6 Avg Close $252.41 Range $223.81 - $274.35

Q4 2023

Shares 23 Value ($000) $5 Avg Close $224.79 Range $200.18 - $241.72

Q3 2023

Shares 80 Value ($000) $19 Avg Close $232.22 Range $214.03 - $250.65

Q2 2023

Shares 55 Value ($000) $12 Avg Close $200.25 Range $179.00 - $219.18

Period	Shares	Value ($000)	Average Close	Price Range
Q1 2024	23	$6	$252.41	$223.81 - $274.35
Q4 2023	23	$5	$224.79	$200.18 - $241.72
Q3 2023	80	$19	$232.22	$214.03 - $250.65
Q2 2023	55	$12	$200.25	$179.00 - $219.18