Relyea Zuckerberg Hanson LLC

Q3 2023 13F Holdings Report, Restatement, Stock Holdings

Signature - Title
Jane Michener - Director of Operations
Location
Stamford, CT
Holdings as of
30 Sep 2023
Value $
$438M
Num holdings
194
Date filed
31 Oct 2024, 13:18
Form type
13F-HR/A-1 - Restatement
Description
All US holdings of this investor are reported in this report. Top holdings included VTV, VUG, IWD, IWF, and VEA.
Previous filing
Q2 2023 - 17 Jul 2023
Next filing
Q4 2023 - 31 Oct 2024
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2023 Q3 - Restatement compared to 2023 Q2 by default.
* 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
Jane Michener Director of Operations Stamford, Connecticut 31 Oct 2024

Amendment to Sole Voting Authority