LITMAN GREGORY FDS TR

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

ORG Wealth Partners, LLC's Holding History (CIK: 0002032602)

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

Q4 2025
Shares 26,672 Value ($000) $748 Avg Close Range
Q3 2025
Shares 27,177 Value ($000) $742 Avg Close Range
Q2 2025
Shares 27,880 Value ($000) $718 Avg Close Range
Q1 2025
Shares 26,030 Value ($000) $659 Avg Close Range
Q4 2024
Shares 20,278 Value ($000) $530 Avg Close Range
Q3 2024
Shares 23,027 Value ($000) $648 Avg Close Range