LITMAN GREGORY FDS TR

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

Perennial Investment Advisors, LLC's Holding History (CIK: 0001801523)

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

Q4 2025
Shares 75,945 Value ($000) $2,131 Avg Close — Range —
Q3 2025
Shares 49,865 Value ($000) $1,362 Avg Close — Range —
Q2 2025
Shares 44,928 Value ($000) $1,156 Avg Close — Range —
Q1 2025
Shares 25,900 Value ($000) $654 Avg Close — Range —
Q4 2024
Shares 13,536 Value ($000) $354 Avg Close — Range —