Wilkins Miller Wealth 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
2025 Q2	$4.28M	Buy	174,270 +4,941	+3%	+$121K	2.91%	11
2025 Q1	$4M	Sell	169,329 -181	-0.1%	-$4.27K	3.01%	12
2024 Q4	$4.01M	Buy	+169,510	New	+$4.01M	4.2%	7