IAG Wealth Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.17K	Hold	78	–	–	﹤0.01%	469
2025 Q4	$2.12K	Hold	78	–	–	﹤0.01%	447
2025 Q3	$2.05K	Hold	78	–	–	﹤0.01%	467
2025 Q2	$1.91K	Hold	78	–	–	﹤0.01%	440
2025 Q1	$1.84K	Sell	78 -1,032	-93%	-$24.9K	﹤0.01%	450
2024 Q4	$26.3K	Hold	1,110	–	–	﹤0.01%	256
2024 Q3	$26.6K	Sell	1,110 -72	-6%	-$1.66K	﹤0.01%	248
2024 Q2	$26.4K	Hold	1,182	–	–	0.01%	243
2024 Q1	$26.6K	Buy	1,182 +297	+34%	+$6.31K	0.01%	217
2023 Q4	$18.3K	Hold	885	–	–	﹤0.01%	238
2023 Q3	$16.5K	Hold	885	–	–	﹤0.01%	240
2023 Q2	$17K	Hold	885	–	–	﹤0.01%	252
2023 Q1	$16.2K	Hold	885	–	–	﹤0.01%	247
2022 Q4	$15.8K	Sell	885 -387	-30%	-$6.85K	﹤0.01%	239
2022 Q3	$20K	Hold	1,272	–	–	0.01%	203
2022 Q2	$22K	Hold	1,272	–	–	0.01%	193
2022 Q1	$25K	Buy	+1,272	New	+$24.5K	0.01%	197