Magnolia Private Wealth’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$353K	Sell	12,304 -1,402	-10%	-$40.2K	0.27%	72
2025 Q1	$375K	Sell	13,706 -4,551	-25%	-$125K	0.31%	69
2024 Q4	$542K	Buy	+18,257	New	+$542K	0.47%	51