LITMAN GREGORY FDS TR

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

Simplicity Wealth,LLC's Holding History (CIK: 0001913243)

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

Q4 2025
Shares 30,738 Value ($000) $862 Avg Close — Range —
Q3 2025
Shares 21,958 Value ($000) $600 Avg Close — Range —
Q2 2025
Shares 28,924 Value ($000) $744 Avg Close — Range —