Goldstone Financial Group’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.2M	Sell	31,366 -42,021	-57%	-$1.62M	0.13%	108
2025 Q4	$2.65M	Buy	73,387 +9,743	+15%	+$356K	0.29%	63
2025 Q3	$2.3M	Buy	63,644 +5,405	+9%	+$186K	0.27%	65
2025 Q2	$1.95M	Buy	58,239 +5,895	+11%	+$183K	0.26%	65
2025 Q1	$1.61M	Sell	52,344 -1,493	-3%	-$45.1K	0.24%	70
2024 Q4	$1.56M	Buy	53,837 +7,090	+15%	+$221K	0.25%	65
2024 Q3	$1.51M	Buy	46,747 +6,398	+16%	+$191K	0.26%	63
2024 Q2	$1.19M	Buy	40,349 +17,120	+74%	+$497K	0.24%	70
2024 Q1	$645K	Buy	23,229 +517	+2%	+$14K	0.15%	92
2023 Q4	$616K	Buy	22,712 +4,975	+28%	+$131K	0.16%	92
2023 Q3	$465K	Buy	17,737 +3,829	+28%	+$103K	0.14%	98
2023 Q2	$372K	Buy	13,908 +93	+0.7%	+$2.47K	0.11%	106
2023 Q1	$360K	Buy	+13,815	New	+$360K	0.12%	103