LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Whipplewood Advisors, LLC's Holding History (CIK: 0002052510)

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

Q4 2025

Shares 15 Value ($000) $5 Avg Close $353.69 Range $310.70 - $395.75

Q2 2025

Shares 495 Value ($000) $186 Avg Close $350.35 Range $262.83 - $390.23

Q1 2025

Shares 477 Value ($000) $159 Avg Close $348.21 Range $306.71 - $384.04

Q4 2024

Shares 512 Value ($000) $167 Avg Close $295.72 Range $222.75 - $336.40

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	15	$5	$353.69	$310.70 - $395.75
Q2 2025	495	$186	$350.35	$262.83 - $390.23
Q1 2025	477	$159	$348.21	$306.71 - $384.04
Q4 2024	512	$167	$295.72	$222.75 - $336.40