LITMAN GREGORY FDS TR

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

SAGE PRIVATE WEALTH GROUP, LLC's Holding History (CIK: 0001845635)

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

Q4 2025
Shares 494,071 Value ($000) $13,864 Avg Close — Range —
Q3 2025
Shares 484,080 Value ($000) $13,220 Avg Close — Range —
Q2 2025
Shares 460,951 Value ($000) $11,860 Avg Close — Range —
Q1 2025
Shares 419,089 Value ($000) $10,586 Avg Close — Range —
Q4 2024
Shares 417,169 Value ($000) $10,913 Avg Close — Range —
Q3 2024
Shares 392,655 Value ($000) $11,045 Avg Close — Range —
Q2 2024
Shares 374,412 Value ($000) $11,255 Avg Close — Range —
Q1 2024
Shares 356,194 Value ($000) $10,215 Avg Close — Range —
Q4 2023
Shares 267,713 Value ($000) $6,896 Avg Close — Range —
Q3 2023
Shares 281,027 Value ($000) $8,122 Avg Close — Range —
Q2 2023
Shares 253,262 Value ($000) $6,998 Avg Close — Range —
Q1 2023
Shares 224,428 Value ($000) $5,903 Avg Close — Range —
Q4 2022
Shares 202,850 Value ($000) $5,905 Avg Close — Range —
Q3 2022
Shares 30 Value ($000) $1 Avg Close — Range —