Legal Name: DYNASTY WEALTH MANAGEMENT, LLC
Period of report:
Dec 31, 2018
Effectiveness Date:
Feb 12, 2019
| Security | Shares Held / Principal Amount | Market Value | Option |
|---|---|---|---|
| LYONDELLBASELL INDUS (N53745100) | 4,195 | $349k | |
| VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858) | 5,641 | $209k | |
| VANGUARD INDEX FDS TOTAL STK MKT (922908769) | 1,585 | $202k |
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