Laird Norton Wetherby Wealth Management’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
2025 Q3	$837K	Hold	31,833	–	–	0.03%	426
2025 Q2	$781K	Buy	+31,833	New	+$741K	0.03%	433
2024 Q4	$754K	Hold	31,833	–	–	0.04%	411
2024 Q3	$761K	Hold	31,833	–	–	0.03%	430
2024 Q2	$711K	Hold	31,833	–	–	0.03%	432
2024 Q1	$715K	Sell	31,833 -2,655	-8%	-$56.4K	0.03%	448
2023 Q4	$712K	Hold	34,488	–	–	0.04%	433
2023 Q3	$643K	Buy	34,488 +2,655	+8%	+$51.4K	0.04%	444
2023 Q2	$611K	Sell	31,833 -156	-0.5%	-$2.88K	0.03%	468
2023 Q1	$586K	Buy	31,989 +6,321	+25%	+$116K	0.03%	481
2022 Q4	$457K	Hold	25,668	–	–	0.03%	551
2022 Q3	$409K	Hold	25,668	–	–	0.03%	558
2022 Q2	$436K	Hold	25,668	–	–	0.03%	549
2022 Q1	$501K	Hold	25,668	–	–	0.03%	519
2021 Q4	$501K	Hold	25,668	–	–	0.03%	523
2021 Q3	$462K	Hold	25,668	–	–	0.03%	532
2021 Q2	$468K	Buy	+25,668	New	+$464K	0.03%	536
2021 Q1	–	Sell	-25,722	Closed	-$388K	–	824
2020 Q4	$388K	Buy	+25,722	New	+$363K	0.03%	549