LITMAN GREGORY FDS TR

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

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 47,065 Value ($000) $1,321 Avg Close — Range —
Q3 2025
Shares 32,523 Value ($000) $888 Avg Close — Range —
Q2 2025
Shares 20,387 Value ($000) $525 Avg Close — Range —
Q1 2025
Shares 13,898 Value ($000) $351 Avg Close — Range —