LITMAN GREGORY FDS TR

Ticker: BDVG CUSIP: 53700T751 Class: IMGP BERKSHIRE

BERKSHIRE ASSET MANAGEMENT LLC/PA's Holding History (CIK: 0000949012)

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

Q3 2025
Shares 47,916 Value ($000) $611 Avg Close — Range —
Q2 2025
Shares 47,916 Value ($000) $577 Avg Close — Range —
Q1 2025
Shares 47,916 Value ($000) $549 Avg Close — Range —
Q4 2024
Shares 47,816 Value ($000) $565 Avg Close — Range —
Q3 2024
Shares 40,415 Value ($000) $445 Avg Close — Range —
Q2 2024
Shares 40,415 Value ($000) $445 Avg Close — Range —