Magnolia Private Wealth’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	$5.49M	Sell	223,627 -33,888	-13%	-$832K	4.25%	5
2025 Q1	$6.08M	Sell	257,515 -8,864	-3%	-$209K	5.01%	5
2024 Q4	$6.31M	Buy	+266,379	New	+$6.31M	5.42%	4