Foundation Wealth Management, LLC

Q4 2022 13F Holdings Report, Excl. Options

Signature - Title
Hannah Rae Leone - Chief Operating Officer
Location
Clayton, Missouri
Holdings as of
Dec 31, 2022
Value $
$98,475,856
Num holdings
38
Date filed
2/21/2023, 07:37 AM
Description
All US holdings of this investor are reported in this report.
Next filing
Q1 2023 - Apr 18, 2023
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Hannah Rae Leone Chief Operating Officer Clayton, Missouri 2/21/2023