LITMAN GREGORY FDS TR

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

Austin Wealth Management, LLC's Holding History (CIK: 0002003112)

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

Q4 2025
Shares 635,783 Value ($000) $17,980 Avg Close Range
Q3 2025
Shares 610,122 Value ($000) $17,297 Avg Close Range
Q2 2025
Shares 559,759 Value ($000) $14,335 Avg Close Range
Q1 2025
Shares 451,674 Value ($000) $11,441 Avg Close Range
Q4 2024
Shares 377,344 Value ($000) $10,086 Avg Close Range
Q3 2024
Shares 319,838 Value ($000) $8,917 Avg Close Range
Q2 2024
Shares 247,261 Value ($000) $7,457 Avg Close Range
Q1 2024
Shares 225,227 Value ($000) $6,687 Avg Close Range
Q4 2023
Shares 193,095 Value ($000) $5,204 Avg Close Range
Q3 2023
Shares 69,913 Value ($000) $1,930 Avg Close Range