LITMAN GREGORY FDS TR

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

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 23,220 Value ($000) $652 Avg Close — Range —
Q3 2025
Shares 17,429 Value ($000) $476 Avg Close — Range —
Q2 2025
Shares 17,424 Value ($000) $448 Avg Close — Range —
Q1 2025
Shares 19,226 Value ($000) $486 Avg Close — Range —
Q4 2024
Shares 19,331 Value ($000) $506 Avg Close — Range —
Q3 2024
Shares 19,172 Value ($000) $539 Avg Close — Range —
Q2 2024
Shares 19,038 Value ($000) $572 Avg Close — Range —
Q1 2024
Shares 20,219 Value ($000) $580 Avg Close — Range —
Q4 2023
Shares 10,005 Value ($000) $258 Avg Close — Range —
Q3 2023
Shares 27,059 Value ($000) $782 Avg Close — Range —
Q2 2023
Shares 9,368 Value ($000) $259 Avg Close — Range —
Q1 2023
Shares 9,368 Value ($000) $246 Avg Close — Range —