LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Simplicity Wealth,LLC's Holding History (CIK: 0001913243)

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

Q4 2025

Shares 751 Value ($000) $268 Avg Close $353.69 Range $310.70 - $395.75

Q3 2024

Shares 1,444 Value ($000) $336 Avg Close $225.33 Range $187.19 - $284.59

Q2 2024

Shares 6,653 Value ($000) $1,858 Avg Close $271.44 Range $255.64 - $289.88

Q1 2024

Shares 6,544 Value ($000) $1,729 Avg Close $252.41 Range $223.81 - $274.35

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	751	$268	$353.69	$310.70 - $395.75
Q3 2024	1,444	$336	$225.33	$187.19 - $284.59
Q2 2024	6,653	$1,858	$271.44	$255.64 - $289.88
Q1 2024	6,544	$1,729	$252.41	$223.81 - $274.35