Values Added Financial’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.19M	Hold	49,678	–	–	0.58%	37
2025 Q1	$1.14M	Buy	49,678 +3,900	+9%	+$89.7K	0.63%	35
2024 Q4	$1.06M	Buy	45,778 +31,678	+225%	+$737K	0.62%	35
2024 Q3	$331K	Buy	+14,100	New	+$331K	0.21%	75