LITMAN GREGORY FDS TR

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

Upper Left Wealth Management, LLC's Holding History (CIK: 0001911228)

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

Q4 2025
Shares 195,943 Value ($000) $5,498 Avg Close — Range —
Q3 2025
Shares 187,599 Value ($000) $5,123 Avg Close — Range —
Q2 2025
Shares 181,056 Value ($000) $4,659 Avg Close — Range —
Q1 2025
Shares 151,882 Value ($000) $3,837 Avg Close — Range —