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Investor Presentaiton

3 Vertical integration We continued to drive solid organic growth with a net new asset growth rate of ~9% for the past year Total Organic Net New Assets (9) ($B) Organic Total NNA+ Organic Annualized Growth Rate* Organic Net New Advisory Assets (10) ($B) Organic Advisory NNA+ Net Brokerage to Advisory Conversions Organic Annualized Growth Rate* Organic Net New Brokerage Assets (10) ($B) Organic Brokerage NNA+ ā˜ Net Brokerage to Advisory Conversions Organic Annualized Growth Rate* 7.4% 5.3% 3.7% $56 $23 $33 19.4% $119 13.6% 13.2% $99 $96 11.8% $89 8.5% 9.0% 7.9% 8.1% 7.8% 9.4% 7.7% 6.7% $52 1.7% $50 $49 (0.6%) 0.1% $33 $50 $44 $29 $25 $7 $13 $7 $7 $9 $8 $7 ($2) $0 2018 2019 2020 2021 2022 Q1'23 LTM 2018 2019 2020 2021 2022 Q1'23 ($7) ($7) ($9) ($13) ($8) ($7) LTM 2018 2019 2020 2021 2022 Q1'23 LTM t Prior to Q4 2021, net new assets and net new assets growth rates exclude the assets of Waddell & Reed LPL Financial Member FINRA/SIPC 18
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