Kovitz Investment Group Partners

Kovitz Investment Group Partners’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Kovitz Investment Group Partners’s Portfolio DTF Stock Details DTF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$5.34M	Sell
2025 Q2	$5.28M	Sell
2025 Q1	$5.53M	Sell
2024 Q4	$5.56M	Sell
2024 Q3	$5.82M	Buy