Marshall & Sterling 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	$50.7K	Buy	2,067 +9	+0.4%	+$221	0.03%	158
2025 Q1	$48.6K	Buy	2,058 +9	+0.4%	+$212	0.03%	156
2024 Q4	$48.5K	Buy	+2,049	New	+$48.5K	0.03%	130