LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Alpine Bank Wealth Management's Holding History (CIK: 0001974910)

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

Q3 2025

Shares 90 Value ($000) $30 Avg Close $362.48 Range $318.87 - $403.58

Q2 2025

Shares 82 Value ($000) $31 Avg Close $350.35 Range $262.83 - $390.23

Q1 2025

Shares 232 Value ($000) $76 Avg Close $348.21 Range $306.71 - $384.04

Q3 2024

Shares 150 Value ($000) $35 Avg Close $225.33 Range $187.19 - $284.59

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	90	$30	$362.48	$318.87 - $403.58
Q2 2025	82	$31	$350.35	$262.83 - $390.23
Q1 2025	232	$76	$348.21	$306.71 - $384.04
Q3 2024	150	$35	$225.33	$187.19 - $284.59