LITMAN GREGORY FDS TR

Ticker: BDVG CUSIP: 53700T751 Class: IMGP BERKSHIRE

Holders for Q4 2025 Position Changes for Q4 2025

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

New Positions (1)

Farther Finance Advisors, LLC

Value ($000) $0 Shares 20

Institution	Shares	Value ($000)
Farther Finance Advisors, LLC	20	$0

Increased Positions (4)

CITADEL ADVISORS LLC

Value ($000) $251 (+6.3%) Shares 19,549 (+5.8%)

OSAIC HOLDINGS, INC.

Value ($000) $186 (+8.8%) Shares 14,488 (+7.2%)

Brinker Capital Investments, LLC

Value ($000) $251 (+1.9%) Shares 19,591 (+1.4%)

Cambridge Investment Research Advisors, Inc.

Value ($000) $1 (+6.7%) Shares 85,837 (+6.1%)

Institution	Prev Shares	Curr Shares	Change
CITADEL ADVISORS LLC	18,486	19,549	+1,063 (+5.8%)
OSAIC HOLDINGS, INC.	13,521	14,488	+967 (+7.2%)
Brinker Capital Investments, LLC	19,319	19,591	+272 (+1.4%)
Cambridge Investment Research Advisors, Inc.	80,900	85,837	+4,937 (+6.1%)

Decreased Positions (2)

Value ($000) $0 (-99.9%) Shares 3 (-99.9%)

Waverly Advisors, LLC

Value ($000) $2,357 (-0.6%) Shares 183,903 (-1.1%)

Institution	Prev Shares	Curr Shares	Change
UBS Group AG	4,108	3	-4,105 (-99.9%)
Waverly Advisors, LLC	185,935	183,903	-2,032 (-1.1%)

Exited Positions (2)

BERKSHIRE ASSET MANAGEMENT LLC/PA

Value ($000) $611 Shares 47,916

ENVESTNET ASSET MANAGEMENT INC

Value ($000) $295 Shares 23,108

Institution	Prev Shares	Prev Value ($000)
BERKSHIRE ASSET MANAGEMENT LLC/PA	47,916	$611
ENVESTNET ASSET MANAGEMENT INC	23,108	$295