Zimmermann Investment Management & Planning’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
2024 Q4	–	Sell	-9,714	Closed	-$228K	–	42
2024 Q3	$228K	Buy	9,714 +18	+0.2%	+$422	0.07%	136
2024 Q2	$212K	Sell	9,696 -3,771	-28%	-$82.4K	0.07%	128
2024 Q1	$297K	Sell	13,467 -1,731	-11%	-$38.2K	0.11%	111
2023 Q4	$310K	Buy	+15,198	New	+$310K	0.13%	93