L.K. Benson & Company’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	$651K	Buy	26,530 +170	+0.6%	+$4.17K	0.4%	56
2025 Q1	$622K	Sell	26,360 -10	-0%	-$236	0.43%	55
2024 Q4	$624K	Buy	+26,370	New	+$624K	0.44%	51