LITMAN GREGORY FDS TR

Ticker: BDVG CUSIP: 53700T751 Class: IMGP BERKSHIRE

OSAIC HOLDINGS, INC.'s Holding History (CIK: 0001677044)

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

Q4 2025
Shares 14,488 Value ($000) $186 Avg Close — Range —
Q3 2025
Shares 13,521 Value ($000) $171 Avg Close — Range —
Q2 2025
Shares 13,418 Value ($000) $162 Avg Close — Range —
Q1 2025
Shares 518 Value ($000) $6 Avg Close — Range —
Q4 2024
Shares 3,312 Value ($000) $38 Avg Close — Range —
Q3 2024
Shares 3,312 Value ($000) $39 Avg Close — Range —
Q2 2024
Shares 3,504 Value ($000) $39 Avg Close — Range —
Q1 2024
Shares 2,031 Value ($000) $23 Avg Close — Range —
Q3 2023
Shares 701 Value ($000) $7 Avg Close — Range —
Q2 2023
Shares 701 Value ($000) $7 Avg Close — Range —