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  Name: Wayfinding Financial LLC
  City: LYNNWOOD
  State: WA
  Zip: 98036
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $170,954,000
  Total Value Change : $24,038,000
  Securities Held Change : 10
   
All Securities Held : 124
  New Positions : 22
  Closed Positions : 14
  Increased Positions : 62
  Unchanged Positions : 4
  Decreased Positions : 36

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Holdings Found : 14     View All Holdings Currently Viewing:  Closed 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
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 123 Closed $81.42 $0 0 0% -327,000 -3,988 0    Closed - End Fund - E...
   (VYMI)1 Year Chart         VYMI Vanguard International High... 129 Closed $0.00 $0 0 0% -252,000 -3,802 0    N/A
   (PM)1 Year Chart         PM Philip Morris International... 135 Closed $99.83 $0 0 0% -200,000 -2,127 0    Cigarettes & Other To...
   (JPME)1 Year Chart         JPME Jpmorgan Diversified Return... 128 Closed $0.00 $0 0 0% -2,123,000 -23,113 0    N/A
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 134 Closed $163.65 $0 0 0% -412,000 -2,759 0    Closed - End Fund - E...
   (JPSE)1 Year Chart         JPSE Jpmorgan Diversified Return... 127 Closed $0.00 $0 0 0% -2,170,000 -49,274 0    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 133 Closed $177.81 $0 0 0% -296,000 -1,193 0    Auto Manufacturers
   (GILD)1 Year Chart         GILD Gilead Sciences Inc 126 Closed $67.72 $0 0 0% -225,000 -2,784 0    Biotechnology
   (SCPB)1 Year Chart         SCPB Spdr Series Trust Term Corp... 132 Closed $29.66 $0 0 0% -3,534,000 -118,703 0    Closed - End Fund - Debt
   (DE)1 Year Chart         DE Deere & Co 125 Closed $397.02 $0 0 0% -201,000 -504 0    Farm & Construction M...
   (IEI)1 Year Chart         IEI iShares Barclays 3-7 Year T... 131 Closed $114.82 $0 0 0% -224,000 -1,917 0    Closed - End Fund - E...
   (TLO)1 Year Chart         TLO Talon Metals Corp 124 Closed $27.08 $0 0 0% -204,000 -7,057 0    Closed - End Fund - E...
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 130 Closed $44.03 $0 0 0% -238,000 -4,642 0    Drug Manufacturers - ...
   (LMBS)1 Year Chart         LMBS First Trust Low Duration Mo... 136 Closed $0.00 $0 0 0% -2,212,000 -45,784 0    N/A
      14 Records Found
  1    
Page 1 of 1
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