Wealthspan Partners, Llc

Q1 2022 13F Holdings Report, Stock Holdings

Signature - Title
Brian Ramsay - Senior Wealth Partner
Location
Davenport, IA
Holdings as of
31 Mar 2022
Value $
$110M
Num holdings
68
Filing time
12 May 2022, 09:00:33
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VUG, VTV, VIG, DE, and IVW.
Previous filing
Q4 2021 - 15 Feb 2022
Next filing
Q2 2022 - 11 Aug 2022
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2022 Q1 compared to 2021 Q4 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
Brian Ramsay Senior Wealth Partner Davenport, Iowa 12 May 2022