LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

PUREfi Wealth, LLC's Holding History (CIK: 0002001520)

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

Q4 2025
Shares 726 Value ($000) $259 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 732 Value ($000) $244 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 699 Value ($000) $262 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 626 Value ($000) $205 Avg Close $348.21 Range $306.71 - $384.04