X0508 4 2026-02-25 0 0001397911 LPL Financial Holdings Inc. LPLA 0001750576 Steinmeier Richard C/O LPL FINANCIAL HOLDINGS INC. 4707 EXECUTIVE DRIVE SAN DIEGO CA 92121 0 1 0 0 Chief Executive Officer 0 Common Stock 2026-02-25 4 A 0 2255 0 A 11581 D Common Stock 2026-02-25 4 F 0 2619 318.47 D 8962 D Common Stock 2026-02-25 4 A 0 10526 0 A 19488 D Common Stock 16812.7 I Held by Trust Represents shares of Common Stock received upon vesting of performance stock units ("PSUs") that were granted on February 25, 2023. The granted PSUs were eligible to become earned PSUs based on the Issuer's total stockholder return ("TSR") relative to the TSR of a predetermined comparator group over a three-year performance period ending February 14, 2026. Based on the Issuer's TSR relative to this peer group, PSUs were earned at 81% of the reporting person's target award. These shares represent restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock on the applicable vesting date. These restricted stock units will vest ratably on each of February 25, 2027, February 25, 2028 and February 25, 2029. Vested shares will be issued to the reporting person as soon as practicable after the vesting date. Consists of (i) 3,446 shares of Common Stock; (ii) 868 restricted stock units that vest in full on February 25, 2027; (iii) 4,648 restricted stock units that vest ratably on each of February 25, 2027 and February 25, 2028; and (iv) the restricted stock units reported on this Form 4. The reporting person and his spouse are co-trustees of the trust and its sole beneficiaries. The reporting person remains the beneficial owner of, and retains his pecuniary interest in, the securities held by the trust. The signatory is signing on behalf of Richard Steinmeier pursuant to a Power of Attorney dated December 17, 2024. /s/ Robert S. Hatfield III, attorney-in-fact 2026-02-27