LITMAN GREGORY FDS TR

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

Perigon Wealth Management, LLC's Holding History (CIK: 0001575239)

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

Q4 2025
Shares 8,470 Value ($000) $238 Avg Close Range
Q3 2025
Shares 8,470 Value ($000) $231 Avg Close Range
Q2 2025
Shares 8,351 Value ($000) $215 Avg Close Range
Q1 2025
Shares 8,862 Value ($000) $224 Avg Close Range
Q3 2024
Shares 10,924 Value ($000) $307 Avg Close Range
Q2 2024
Shares 39,530 Value ($000) $1,188 Avg Close Range
Q1 2024
Shares 42,531 Value ($000) $1,220 Avg Close Range
Q4 2023
Shares 41,588 Value ($000) $1,071 Avg Close Range
Q3 2023
Shares 44,201 Value ($000) $1,277 Avg Close Range
Q2 2023
Shares 42,297 Value ($000) $1,169 Avg Close Range
Q1 2023
Shares 41,383 Value ($000) $1,088 Avg Close Range
Q4 2022
Shares 55,839 Value ($000) $1,625 Avg Close Range