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Investor Presentaiton

Reconciliation Adjusted EPS* and Adjusted Net Income* Adjusted EPS* and adjusted net income* are non-GAAP financial measures. Please see a description of adjusted EPS* and adjusted net income* under "Non-GAAP Financial Measures" on page 3 of this presentation for additional information. Below are the following reconciliations of net income and earnings per diluted share to adjusted net income* and adjusted EPS* for the periods presented herein: $ in millions, except per share data Q1'23 LTM Amount 2022 2021 2020 2019 2018 Per Share Net income / earnings per diluted share $1,051 $13.02 Amount $846 Amortization of other intangibles Acquisition costs Tax benefit 91 1.12 88 Per Share $10.40 1.08 Amount $460 Per Share Amount $5.63 $473 79 0.97 67 Per Share Amount $5.86 $560 0.83 Per Share $6.62 Amount $439 Per Share $4.85 65 0.76 60 0.66 (22) 26 0.32 36 0.44 76 0.93 0.00 0.00 0.00 (31) (0.39) (33) (0.40) (41) (0.51) (19) (0.23) (18) (0.21) (17) (0.19) Adjusted net income / adjusted EPS Average diluted share count $1,137 $14.07 $937 $11.52 $574 $7.02 $521 $6.46 $607 $7.17 $482 $5.33 80.9 81.3 81.7 80.9 85.0 91.0 Note: Totals may not foot due to rounding LPL Financial Member FINRA/SIPC 35 35
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