LITMAN GREGORY FDS TR

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

Goldstein Advisors, LLC's Holding History (CIK: 0001963807)

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

Q4 2025
Shares 1,050,555 Value ($000) $29,479 Avg Close — Range —
Q3 2025
Shares 1,071,181 Value ($000) $29,254 Avg Close — Range —
Q2 2025
Shares 1,180,035 Value ($000) $30,362 Avg Close — Range —
Q1 2025
Shares 1,203,999 Value ($000) $30,413 Avg Close — Range —
Q4 2024
Shares 970,957 Value ($000) $25,400 Avg Close — Range —
Q3 2024
Shares 1,037,861 Value ($000) $29,195 Avg Close — Range —
Q2 2024
Shares 1,006,072 Value ($000) $30,243 Avg Close — Range —
Q1 2024
Shares 967,622 Value ($000) $27,751 Avg Close — Range —
Q4 2023
Shares 880,262 Value ($000) $22,676 Avg Close — Range —
Q3 2023
Shares 809,868 Value ($000) $23,405 Avg Close — Range —
Q2 2023
Shares 756,007 Value ($000) $20,888 Avg Close — Range —
Q1 2023
Shares 652,977 Value ($000) $17,173 Avg Close — Range —
Q4 2022
Shares 584,535 Value ($000) $17,016 Avg Close — Range —