LITMAN GREGORY FDS TR

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

Litman Gregory Wealth Management LLC's Holding History (CIK: 0001551867)

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

Q4 2025
Shares 1,114,037 Value ($000) $31,260 Avg Close — Range —
Q3 2025
Shares 1,155,798 Value ($000) $31,565 Avg Close — Range —
Q2 2025
Shares 1,166,894 Value ($000) $30,024 Avg Close — Range —
Q1 2025
Shares 1,180,213 Value ($000) $29,812 Avg Close — Range —
Q4 2024
Shares 1,484,932 Value ($000) $38,846 Avg Close — Range —
Q3 2024
Shares 986,087 Value ($000) $27,739 Avg Close — Range —
Q2 2024
Shares 913,944 Value ($000) $27,473 Avg Close — Range —
Q1 2024
Shares 777,024 Value ($000) $22,285 Avg Close — Range —
Q4 2023
Shares 787,619 Value ($000) $20,289 Avg Close — Range —
Q3 2023
Shares 800,369 Value ($000) $23,131 Avg Close — Range —
Q2 2023
Shares 783,506 Value ($000) $21,648 Avg Close — Range —
Q4 2022
Shares 415,344 Value ($000) $12,091 Avg Close — Range —
Q3 2022
Shares 466,255 Value ($000) $15,825 Avg Close — Range —
Q2 2022
Shares 383,943 Value ($000) $12,440 Avg Close — Range —
Q1 2022
Shares 365,916 Value ($000) $10,463 Avg Close — Range —
Q4 2021
Shares 79,329 Value ($000) $2,046 Avg Close — Range —