Bordeaux Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,690	Closed	-$276K	–	165
2025 Q1	$276K	Buy	11,690 +170	+1%	+$4.01K	0.05%	124
2024 Q4	$273K	Buy	11,520 +54	+0.5%	+$1.28K	0.04%	124
2024 Q3	$274K	Buy	+11,466	New	+$274K	0.05%	130