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

Values Added Financial’s Portfolio FNDB Stock Details FNDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.28M	Hold
2025 Q2	$1.19M	Hold
2025 Q1	$1.14M	Buy
2024 Q4	$1.06M	Buy
2024 Q3	$331K	Buy