Investor Presentaiton

6 Capital light business model with flexible allocation framework ...And we have continued to return capital to shareholders Share Repurchases and Dividends ($M) Share Repurchases Dividends Repurchased >10% of shares over 2018-2019 $2B share repurchase authorization we plan to execute on over ~2 yearst $634 $583 $506 Capital deployment focused on organic growth and M&A $405 $550 $500 $418 $229 $170 $325 $150 $90 $88 $83 $79 $80 $80 $84 2018 2019 2020 2021 2022 Q1'23 LTM Average Diluted 90.6 Share Count (M): 84.6 80.7 81.7 81.3 t Increased share repurchase authorization by $2B as of 09/21/2022, which we started to utilize in 2023 80.9 LPL Financial Member FINRA/SIPC 27

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