MWM

Mascoma Wealth Management’s Equifax EFX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-45	Closed	-$11.5K	–	511
2024 Q4	$11.5K	Sell	45 -75	-63%	-$19.1K	﹤0.01%	333
2024 Q3	$35.3K	Sell	120 -5	-4%	-$1.47K	0.01%	220
2024 Q2	$30.3K	Buy	+125	New	+$30.3K	0.01%	239