LITMAN GREGORY FDS TR

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

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q4 2025
Shares 599,282 Value ($000) $16,816 Avg Close — Range —
Q3 2025
Shares 589,581 Value ($000) $16,101 Avg Close — Range —
Q2 2025
Shares 585,899 Value ($000) $15,075 Avg Close — Range —
Q1 2025
Shares 563,590 Value ($000) $14,236 Avg Close — Range —
Q4 2024
Shares 552,124 Value ($000) $14,444 Avg Close — Range —
Q3 2024
Shares 664,714 Value ($000) $18,698 Avg Close — Range —
Q2 2024
Shares 643,329 Value ($000) $19,338 Avg Close — Range —
Q1 2024
Shares 618,956 Value ($000) $17,752 Avg Close — Range —
Q4 2023
Shares 324,406 Value ($000) $8,357 Avg Close — Range —
Q3 2023
Shares 513,387 Value ($000) $14,837 Avg Close — Range —
Q2 2023
Shares 477,425 Value ($000) $13,191 Avg Close — Range —
Q1 2023
Shares 319,339 Value ($000) $8,399 Avg Close — Range —
Q4 2022
Shares 404,902 Value ($000) $11,787 Avg Close — Range —
Q3 2022
Shares 371,171 Value ($000) $12,598 Avg Close — Range —