WealthPlan Investment Management’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
2023 Q1	–	Sell	-16,050	Closed	-$306K	–	478
2022 Q4	$306K	Buy	16,050 +2,109	+15%	+$40.2K	0.02%	312
2022 Q3	$252K	Buy	+13,941	New	+$252K	0.02%	322