LITMAN GREGORY FDS TR

Ticker: PCGG CUSIP: 53700T744 Class: POLEN CAPITAL GL

BANK OF MONTREAL /CAN/'s Holding History (CIK: 0000927971)

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

Q4 2025
Shares 100,830 Value ($000) $1,207 Avg Close — Range —
Q3 2025
Shares 125,792 Value ($000) $1,546 Avg Close — Range —
Q2 2025
Shares 133,634 Value ($000) $1,600 Avg Close — Range —
Q1 2025
Shares 155,593 Value ($000) $1,732 Avg Close — Range —
Q4 2024
Shares 138,776 Value ($000) $1,635 Avg Close — Range —
Q3 2024
Shares 103,006 Value ($000) $1,180 Avg Close — Range —
Q2 2024
Shares 60,858 Value ($000) $679 Avg Close — Range —
Q1 2024
Shares 23,604 Value ($000) $267 Avg Close — Range —