Synergy Investment Management’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	–	Sell	-2,054	Closed	-$56.3K	–	254
2025 Q1	$56.3K	Hold	2,054	–	–	0.02%	218
2024 Q4	$61K	Buy	+2,054	New	+$61K	0.03%	220