LITMAN GREGORY FDS TR

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

Naviter Wealth, LLC's Holding History (CIK: 0001855567)

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

Q1 2025
Shares 1,851,764 Value ($000) $47,234 Avg Close — Range —
Q4 2024
Shares 1,857,242 Value ($000) $48,585 Avg Close — Range —
Q3 2024
Shares 1,684,500 Value ($000) $47,385 Avg Close — Range —
Q2 2024
Shares 1,636,054 Value ($000) $49,180 Avg Close — Range —
Q1 2024
Shares 1,514,886 Value ($000) $43,447 Avg Close — Range —
Q4 2023
Shares 262,206 Value ($000) $6,754 Avg Close — Range —
Q3 2023
Shares 1,062,704 Value ($000) $30,712 Avg Close — Range —
Q2 2023
Shares 942,562 Value ($000) $26,043 Avg Close — Range —
Q1 2023
Shares 349,933 Value ($000) $9,203 Avg Close — Range —
Q4 2022
Shares 756,912 Value ($000) $21,534 Avg Close — Range —