LITMAN GREGORY FDS TR

Ticker: BDVG CUSIP: 53700T751 Class: IMGP BERKSHIRE

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 183,903 Value ($000) $2,357 Avg Close — Range —
Q3 2025
Shares 185,935 Value ($000) $2,370 Avg Close — Range —
Q2 2025
Shares 176,355 Value ($000) $2,123 Avg Close — Range —
Q1 2025
Shares 171,670 Value ($000) $2,014 Avg Close — Range —