LITMAN GREGORY FDS TR

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

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 16,959 Value ($000) $476 Avg Close — Range —
Q3 2025
Shares 14,624 Value ($000) $399 Avg Close — Range —
Q2 2025
Shares 18,927 Value ($000) $487 Avg Close — Range —
Q1 2025
Shares 20,450 Value ($000) $517 Avg Close — Range —
Q4 2024
Shares 17,132 Value ($000) $448 Avg Close — Range —
Q3 2024
Shares 15,365 Value ($000) $432 Avg Close — Range —
Q2 2024
Shares 8,579 Value ($000) $258 Avg Close — Range —
Q1 2024
Shares 9,654 Value ($000) $277 Avg Close — Range —
Q4 2023
Shares 13,821 Value ($000) $356 Avg Close — Range —
Q3 2023
Shares 19,008 Value ($000) $549 Avg Close — Range —
Q2 2023
Shares 49,183 Value ($000) $1,359 Avg Close — Range —
Q1 2023
Shares 66,323 Value ($000) $1,744 Avg Close — Range —
Q4 2022
Shares 78,936 Value ($000) $2,298 Avg Close — Range —
Q3 2022
Shares 64,816 Value ($000) $2,200 Avg Close — Range —
Q2 2022
Shares 50,478 Value ($000) $1,635 Avg Close — Range —
Q1 2022
Shares 2,645 Value ($000) $76 Avg Close — Range —