LITMAN GREGORY FDS TR

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

Sound Financial Strategies Group, LLC's Holding History (CIK: 0001800620)

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

Q4 2025
Shares 75,842 Value ($000) $2,128 Avg Close — Range —
Q3 2025
Shares 61,865 Value ($000) $1,690 Avg Close — Range —
Q4 2024
Shares 150,670 Value ($000) $3,942 Avg Close — Range —
Q3 2024
Shares 159,175 Value ($000) $4,478 Avg Close — Range —
Q2 2024
Shares 159,841 Value ($000) $4,805 Avg Close — Range —
Q1 2024
Shares 167,379 Value ($000) $4,800 Avg Close — Range —
Q4 2023
Shares 167,368 Value ($000) $4,311 Avg Close — Range —