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LPL Financial Holdings Inc.

For the period ended Jun 30, 2026. Filed Aug 3, 2026.

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About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Jun 30, 2026 · Filed Aug 3, 2026

LPLA$295.51-1.8%Stored close · as of Nov 6, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

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Significant Events

Resumed share repurchases and approved additional share repurchase program

During the second quarter we resumed our share repurchase program, with$309.5 million repurchased during the second quarter and approximately$300 millionof repurchases planned for the third quarter. From July 1, 2026 through July 30, 2026, the Company has repurchased 420,464 outstanding shares for a total of $134.3 million. On July 23, 2026, the Board authorized a new repurchase program that increases the amount available for repurchases of the Company’s issued and outstanding common shares by $2.5 billion.

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The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.