LITMAN GREGORY FDS TR

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

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

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

Q4 2025
Shares 4,431 Value ($000) $124 Avg Close — Range —
Q3 2025
Shares 8,977 Value ($000) $245 Avg Close — Range —
Q2 2025
Shares 6,930 Value ($000) $178 Avg Close — Range —
Q1 2025
Shares 7,470 Value ($000) $189 Avg Close — Range —
Q4 2024
Shares 7,852 Value ($000) $205 Avg Close — Range —
Q3 2024
Shares 7,878 Value ($000) $222 Avg Close — Range —
Q2 2024
Shares 7,877 Value ($000) $228 Avg Close — Range —
Q1 2024
Shares 7,861 Value ($000) $235 Avg Close — Range —
Q4 2023
Shares 8,423 Value ($000) $217 Avg Close — Range —
Q3 2023
Shares 10,579 Value ($000) $306 Avg Close — Range —
Q2 2023
Shares 11,170 Value ($000) $309 Avg Close — Range —
Q1 2023
Shares 15 Value ($000) $0 Avg Close — Range —