JFS 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	-1,851	Closed	-$43.7K	–	1907
2025 Q1	$43.7K	Buy	+1,851	New	+$43.7K	﹤0.01%	498
2020 Q1	–	Sell	-345	Closed	-$5K	–	520
2019 Q4	$5K	Hold	345	–	–	﹤0.01%	406
2019 Q3	$5K	Buy	+345	New	+$5K	﹤0.01%	401