LITMAN GREGORY FDS TR

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

Principia Wealth Advisory, LLC's Holding History (CIK: 0002041436)

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

Q4 2025
Shares 148,138 Value ($000) $4,157 Avg Close — Range —
Q3 2025
Shares 128,740 Value ($000) $3,516 Avg Close — Range —
Q2 2025
Shares 200,450 Value ($000) $5,157 Avg Close — Range —
Q1 2025
Shares 213,149 Value ($000) $5,350 Avg Close — Range —
Q4 2024
Shares 189,875 Value ($000) $4,967 Avg Close — Range —