LITMAN GREGORY FDS TR

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

Cardinal Point Capital Management, ULC's Holding History (CIK: 0001950841)

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

Q4 2025
Shares 1,164,616 Value ($000) $32,679 Avg Close — Range —
Q3 2025
Shares 1,123,011 Value ($000) $31,411 Avg Close — Range —
Q2 2025
Shares 1,084,995 Value ($000) $27,917 Avg Close — Range —
Q1 2025
Shares 1,087,845 Value ($000) $27,479 Avg Close — Range —
Q4 2024
Shares 1,063,256 Value ($000) $27,815 Avg Close — Range —
Q3 2024
Shares 1,037,835 Value ($000) $29,194 Avg Close — Range —
Q2 2024
Shares 1,007,526 Value ($000) $30,286 Avg Close — Range —
Q1 2024
Shares 935,980 Value ($000) $26,844 Avg Close — Range —
Q4 2023
Shares 489,690 Value ($000) $12,614 Avg Close — Range —