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Investor Presentaiton

6 Capital light business model with significant capacity to deploy We have significant capital deployment capacity... Capital Deployment Capacity Above target leverage range Up to 2.5x leverage ~$1.5-1.8B 4 ~$480M-$750M 3 ~$820M 2 ~$220M 1 Capital Deployment Capacity Estimate as of Q3 2022 Potential M&A capacity above our target range Willing to temporarily go above our target leverage range for attractive M&A opportunities Incremental M&A leverage capacity within our target range Incremental capital accessible if all other capacity were deployed for M&A at a 6-8x purchase multiple (20) Additional leverage capacity Capital available to deploy up to 2.5x leverage Discretionary cash Corporate cash available to use above $200M management target as of Q3 2022 LPL Financial Member FINRA/SIPC 23
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