Winthrop Advisory Group’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	$219K	Buy	9,143 +51	+0.6%	+$1.22K	0.02%	163
2025 Q1	$209K	Buy	+9,092	New	+$209K	0.03%	146
2024 Q4	–	Sell	-8,985	Closed	-$211K	–	162
2024 Q3	$211K	Buy	+8,985	New	+$211K	0.03%	143