LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Millstone Evans Group, LLC's Holding History (CIK: 0002041943)

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

Q4 2025

Shares 49 Value ($000) $18 Avg Close $353.69 Range $310.70 - $395.75

Q3 2025

Shares 88 Value ($000) $29 Avg Close $362.48 Range $318.87 - $403.58

Q2 2025

Shares 64 Value ($000) $24 Avg Close $350.35 Range $262.83 - $390.23

Q1 2025

Shares 87 Value ($000) $28 Avg Close $348.21 Range $306.71 - $384.04

Q4 2024

Shares 39 Value ($000) $13 Avg Close $295.72 Range $222.75 - $336.40

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	49	$18	$353.69	$310.70 - $395.75
Q3 2025	88	$29	$362.48	$318.87 - $403.58
Q2 2025	64	$24	$350.35	$262.83 - $390.23
Q1 2025	87	$28	$348.21	$306.71 - $384.04
Q4 2024	39	$13	$295.72	$222.75 - $336.40