LITMAN GREGORY FDS TR

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

AI Financial Services LLC's Holding History (CIK: 0001728031)

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

Q4 2025
Shares 322,366 Value ($000) $9,046 Avg Close — Range —
Q3 2025
Shares 328,690 Value ($000) $9,009 Avg Close — Range —
Q2 2025
Shares 222,129 Value ($000) $5,715 Avg Close — Range —
Q1 2025
Shares 216,745 Value ($000) $5,475 Avg Close — Range —
Q4 2024
Shares 166,945 Value ($000) $4,367 Avg Close — Range —