LITMAN GREGORY FDS TR

Ticker: BDVG CUSIP: 53700T751 Class: IMGP BERKSHIRE

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

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

Q2 2025
Shares 8,053 Value ($000) $97 Avg Close — Range —
Q1 2025
Shares 6,712 Value ($000) $79 Avg Close — Range —
Q4 2024
Shares 5,410 Value ($000) $62 Avg Close — Range —