LITMAN GREGORY FDS TR

Ticker: PCIG CUSIP: 53700T736 Class: POLEN CAP INTL G

AI Financial Services LLC's Holding History (CIK: 0001728031)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 127,506 Value ($000) $1,162 Avg Close — Range —
Q3 2025
Shares 121,481 Value ($000) $1,143 Avg Close — Range —
Q2 2025
Shares 116,429 Value ($000) $1,148 Avg Close — Range —
Q1 2025
Shares 109,506 Value ($000) $1,007 Avg Close — Range —
Q4 2024
Shares 100,254 Value ($000) $915 Avg Close — Range —