LITMAN GREGORY FDS TR

Ticker: DBMF CUSIP: 53700T827 Class: IMGP DBI MANAGED

RAYMOND JAMES FINANCIAL INC's Holding History (CIK: 0000720005)

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

Q4 2025
Shares 1,457,155 Value ($000) $40,888 Avg Close — Range —
Q3 2025
Shares 1,367,786 Value ($000) $37,354 Avg Close — Range —
Q2 2025
Shares 1,285,564 Value ($000) $33,078 Avg Close — Range —
Q1 2025
Shares 829,680 Value ($000) $20,958 Avg Close — Range —
Q4 2024
Shares 311,334 Value ($000) $8,144 Avg Close — Range —