Veridan Wealth LLC

Q2 2024 13F Holdings Report, Stock Holdings

Signature - Title
Laura Steagall-Cissell - Chief Compliance Officer
Location
West Linn, OR
Holdings as of
June 30, 2024
Value $
$164M
Num holdings
82
Date filed
7/10/2025, 10:15 AM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included WFC, IUSB, IWY, BIV, and IWL.
Next filing
Q4 2024 - Feb 5, 2025
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
Laura Steagall-Cissell Chief Compliance Officer West Linn, Oregon 7/10/2025