Values Added Financial’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	$1.22M	Hold	49,704	–	–	0.59%	35
2025 Q1	$1.17M	Buy	49,704 +3,900	+9%	+$92.1K	0.65%	34
2024 Q4	$1.08M	Buy	45,804 +31,563	+222%	+$747K	0.63%	34
2024 Q3	$341K	Buy	+14,241	New	+$341K	0.21%	72