Iams Wealth Management’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
2024 Q1	–	Sell	-30,849	Closed	-$637K	–	118
2023 Q4	$637K	Buy	+30,849	New	+$637K	0.41%	69