Lantern 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	$543K	Buy	+22,120	New	+$543K	0.32%	74
2024 Q4	$578K	Buy	24,424 +2,923	+14%	+$69.2K	0.38%	67
2024 Q3	$514K	Buy	21,501 +1,962	+10%	+$46.9K	0.36%	74
2024 Q2	$436K	Buy	19,539 +135	+0.7%	+$3.01K	0.32%	75
2024 Q1	$436K	Buy	+19,404	New	+$436K	0.31%	81