Madison Wealth Partners, Inc

Q4 2020 13F Holdings Report, Excl. Options

Signature - Title
Mark McFarland - Chief Compliance Officer
Location
Waunakee, Wisconsin
Holdings as of
Dec 31, 2020
Value $
$149,082,000
Num holdings
55
Date filed
2/16/2021, 02:15 PM
Description
All US holdings of this investor are reported in this report.
Next filing
Q1 2021 - May 18, 2021
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
MARK MCFARLAND Chief Compliance Officer Waunakee, Wisconsin 2/16/2021