LITMAN GREGORY FDS TR

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

GUARDIAN WEALTH ADVISORS, LLC / NC's Holding History (CIK: 0001901403)

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

Q2 2025
Shares 10,752 Value ($000) $129 Avg Close — Range —
Q1 2025
Shares 10,502 Value ($000) $117 Avg Close — Range —
Q4 2024
Shares 25,477 Value ($000) $300 Avg Close — Range —