LITMAN GREGORY FDS TR

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

NEW YORK LIFE INVESTMENT MANAGEMENT LLC's Holding History (CIK: 0001133639)

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

Q4 2025
Shares 570,325 Value ($000) $16,003 Avg Close — Range —
Q3 2025
Shares 574,888 Value ($000) $15,700 Avg Close — Range —
Q2 2025
Shares 474,820 Value ($000) $12,217 Avg Close — Range —
Q1 2025
Shares 398,859 Value ($000) $10,075 Avg Close — Range —
Q4 2024
Shares 268,953 Value ($000) $7,036 Avg Close — Range —
Q3 2024
Shares 299,312 Value ($000) $8,420 Avg Close — Range —
Q2 2024
Shares 292,707 Value ($000) $8,799 Avg Close — Range —
Q1 2024
Shares 168,003 Value ($000) $4,818 Avg Close — Range —