LITMAN GREGORY FDS TR

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

Trajan Wealth LLC's Holding History (CIK: 0001934415)

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

Q4 2025
Shares 17,499 Value ($000) $491 Avg Close Range
Q3 2025
Shares 20,195 Value ($000) $552 Avg Close Range
Q2 2025
Shares 25,272 Value ($000) $650 Avg Close Range
Q1 2025
Shares 29,917 Value ($000) $756 Avg Close Range
Q4 2024
Shares 35,308 Value ($000) $924 Avg Close Range
Q3 2024
Shares 37,937 Value ($000) $1,067 Avg Close Range
Q2 2024
Shares 45,013 Value ($000) $1,353 Avg Close Range
Q1 2024
Shares 61,287 Value ($000) $1,758 Avg Close Range