LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Universal- Beteiligungs- und Servicegesellschaft mbH's Holding History (CIK: 0002057170)

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

Q4 2025

Shares 42,585 Value ($000) $15,194 Avg Close $353.69 Range $310.70 - $395.75

Q3 2025

Shares 41,769 Value ($000) $13,896 Avg Close $362.48 Range $318.87 - $403.58

Q2 2025

Shares 22,619 Value ($000) $8,481 Avg Close $350.35 Range $262.83 - $390.23

Q1 2025

Shares 21,998 Value ($000) $7,196 Avg Close $348.21 Range $306.71 - $384.04

Q4 2024

Shares 20,892 Value ($000) $6,821 Avg Close $295.72 Range $222.75 - $336.40

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	42,585	$15,194	$353.69	$310.70 - $395.75
Q3 2025	41,769	$13,896	$362.48	$318.87 - $403.58
Q2 2025	22,619	$8,481	$350.35	$262.83 - $390.23
Q1 2025	21,998	$7,196	$348.21	$306.71 - $384.04
Q4 2024	20,892	$6,821	$295.72	$222.75 - $336.40