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  Name: MY Wealth Management Inc.
  City: GERMANTOWN
  State: MD
  Zip: 20876
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $90,654,000
  Total Value Change : $-15,637,000
  Securities Held Change : -1
   
All Securities Held : 25
  New Positions : 3
  Closed Positions : 5
  Increased Positions : 3
  Unchanged Positions : 3
  Decreased Positions : 16

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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 2 New $92.95 $11,809,000 124,753 13.03% 11,809,000 124,753 0.045    Closed - End Fund - E...
   (VGLT)1 Year Chart         VGLT Vanguard Long-Term Governm 11 New $57.44 $4,220,000 71,238 4.66% 4,220,000 71,238 0.029    N/A
   (IWY)1 Year Chart         IWY iShares Trust 25 New $205.98 $206,000 1,055 0.23% 206,000 1,055 0.001    N/A
      3 Records Found
  1    
Page 1 of 1
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