LITMAN GREGORY FDS TR

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

Beacon Harbor Wealth Advisors, Inc.'s Holding History (CIK: 0001784093)

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

Q4 2025
Shares 437,012 Value ($000) $12,263 Avg Close — Range —
Q2 2024
Shares 346,715 Value ($000) $10 Avg Close — Range —