TWFG INC

Ticker: TWFG CUSIP: 87318A101 Class: COM

LPL Financial LLC's Holding History (CIK: 0001403438)

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

Q2 2025

Shares 31,837 Value ($000) $1,114 Avg Close $33.34 Range $26.50 - $36.85

Q1 2025

Shares 30,729 Value ($000) $950 Avg Close $30.02 Range $26.51 - $33.00

Q4 2024

Shares 31,171 Value ($000) $960 Avg Close $31.07 Range $26.01 - $36.50

Q3 2024

Shares 27,586 Value ($000) $748 Avg Close $25.94 Range $21.31 - $31.91

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	31,837	$1,114	$33.34	$26.50 - $36.85
Q1 2025	30,729	$950	$30.02	$26.51 - $33.00
Q4 2024	31,171	$960	$31.07	$26.01 - $36.50
Q3 2024	27,586	$748	$25.94	$21.31 - $31.91