LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Grey Fox Wealth Advisors, LLC's Holding History (CIK: 0001965362)

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

Q3 2025

Shares 57 Value ($000) $19 Avg Close $362.48 Range $318.87 - $403.58

Q1 2023

Shares 17 Value ($000) $3 Avg Close $228.60 Range $188.52 - $257.65

Q4 2022

Shares 17 Value ($000) $4 Avg Close $233.77 Range $203.90 - $271.56

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	57	$19	$362.48	$318.87 - $403.58
Q1 2023	17	$3	$228.60	$188.52 - $257.65
Q4 2022	17	$4	$233.77	$203.90 - $271.56