LITMAN GREGORY FDS TR

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

TriaGen Wealth Management LLC's Holding History (CIK: 0001843848)

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

Q2 2025
Shares 88,500 Value ($000) $2,277 Avg Close — Range —
Q1 2025
Shares 79,103 Value ($000) $1,998 Avg Close — Range —
Q4 2024
Shares 60,796 Value ($000) $1,590 Avg Close — Range —
Q3 2024
Shares 54,673 Value ($000) $1,538 Avg Close — Range —
Q2 2024
Shares 43,710 Value ($000) $1,314 Avg Close — Range —
Q1 2024
Shares 24,962 Value ($000) $716 Avg Close — Range —