Mezzasalma 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	$1.43M	Buy	58,069 +5,881	+11%	+$144K	0.43%	43
2025 Q1	$1.23M	Buy	52,188 +5,355	+11%	+$126K	0.43%	43
2024 Q4	$1.11M	Buy	46,833 +10,140	+28%	+$240K	0.36%	45
2024 Q3	$878K	Buy	36,693 +5,400	+17%	+$129K	0.35%	42
2024 Q2	$699K	Buy	+31,293	New	+$699K	0.3%	40