LITMAN GREGORY FDS TR

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

MAI Capital Management's Holding History (CIK: 0001040197)

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

Q4 2025
Shares 50,239 Value ($000) $1,410 Avg Close — Range —
Q3 2025
Shares 48,153 Value ($000) $1,315 Avg Close — Range —
Q2 2025
Shares 40,749 Value ($000) $1,048 Avg Close — Range —
Q1 2025
Shares 47,217 Value ($000) $1,193 Avg Close — Range —
Q4 2024
Shares 46,707 Value ($000) $1,222 Avg Close — Range —