LITMAN GREGORY FDS TR

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

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 36,136 Value ($000) $1,014 Avg Close — Range —
Q3 2025
Shares 31,736 Value ($000) $867 Avg Close — Range —
Q2 2025
Shares 25,986 Value ($000) $669 Avg Close — Range —
Q1 2025
Shares 21,381 Value ($000) $540 Avg Close — Range —
Q4 2024
Shares 35,169 Value ($000) $920 Avg Close — Range —
Q4 2023
Shares 154,753 Value ($000) $4,109 Avg Close — Range —
Q3 2023
Shares 20,161 Value ($000) $583 Avg Close — Range —
Q4 2022
Shares 32,435 Value ($000) $944 Avg Close — Range —