LITMAN GREGORY FDS TR

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

Optivise Advisory Services LLC's Holding History (CIK: 0002042876)

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

Q4 2025
Shares 44,105 Value ($000) $1,238 Avg Close — Range —
Q3 2025
Shares 56,300 Value ($000) $1,538 Avg Close — Range —
Q2 2025
Shares 69,008 Value ($000) $1,776 Avg Close — Range —
Q1 2025
Shares 67,802 Value ($000) $1,713 Avg Close — Range —
Q4 2024
Shares 75,135 Value ($000) $1,966 Avg Close — Range —
Q3 2024
Shares 79,434 Value ($000) $2,234 Avg Close — Range —
Q2 2024
Shares 79,372 Value ($000) $2,386 Avg Close — Range —