LITMAN GREGORY FDS TR

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

AXXCESS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001911056)

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

Q4 2025
Shares 290,158 Value ($000) $8,142 Avg Close — Range —
Q3 2025
Shares 420,468 Value ($000) $11,483 Avg Close — Range —
Q2 2025
Shares 362,965 Value ($000) $9,339 Avg Close — Range —
Q1 2025
Shares 254,561 Value ($000) $6,430 Avg Close — Range —
Q4 2024
Shares 246,628 Value ($000) $6,452 Avg Close — Range —
Q3 2024
Shares 7,638 Value ($000) $215 Avg Close — Range —
Q2 2024
Shares 12,610 Value ($000) $379 Avg Close — Range —