LITMAN GREGORY FDS TR

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

Live Oak Investment Partners's Holding History (CIK: 0001822262)

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

Q4 2025
Shares 138,022 Value ($000) $3,873 Avg Close Range
Q3 2025
Shares 131,689 Value ($000) $3,596 Avg Close Range
Q2 2025
Shares 115,778 Value ($000) $2,979 Avg Close Range
Q1 2025
Shares 115,766 Value ($000) $2,924 Avg Close Range
Q4 2024
Shares 90,990 Value ($000) $2,380 Avg Close Range