ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

SHAKESPEARE WEALTH MANAGEMENT, INC.'s Holding History (CIK: 0001658509)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 355,317 Value ($000) $35,489 Avg Close — Range —
Q3 2025
Shares 338,563 Value ($000) $33,941 Avg Close — Range —
Q1 2025
Shares 306,737 Value ($000) $30,342 Avg Close — Range —
Q4 2024
Shares 300,828 Value ($000) $29,150 Avg Close — Range —
Q3 2024
Shares 294,048 Value ($000) $29,778 Avg Close — Range —
Q2 2024
Shares 278,353 Value ($000) $27,020 Avg Close — Range —
Q1 2024
Shares 261,343 Value ($000) $25,596 Avg Close — Range —
Q4 2023
Shares 246,667 Value ($000) $24,482 Avg Close — Range —
Q3 2023
Shares 244,076 Value ($000) $22,953 Avg Close — Range —
Q2 2023
Shares 239,192 Value ($000) $23,429 Avg Close — Range —
Q1 2023
Shares 234,581 Value ($000) $23,374 Avg Close — Range —
Q4 2022
Shares 236,633 Value ($000) $22,951 Avg Close — Range —
Q3 2022
Shares 223,907 Value ($000) $21,571 Avg Close — Range —
Q2 2022
Shares 197,077 Value ($000) $19,948 Avg Close — Range —
Q1 2022
Shares 220,059 Value ($000) $23,511 Avg Close — Range —
Q4 2021
Shares 213,629 Value ($000) $24,371 Avg Close — Range —
Q3 2021
Shares 198,953 Value ($000) $22,880 Avg Close — Range —
Q2 2021
Shares 192,351 Value ($000) $22,272 Avg Close — Range —
Q1 2021
Shares 176,294 Value ($000) $20,068 Avg Close — Range —
Q4 2020
Shares 160,283 Value ($000) $18,944 Avg Close — Range —
Q3 2020
Shares 129,870 Value ($000) $15,332 Avg Close — Range —
Q2 2020
Shares 114,959 Value ($000) $13,589 Avg Close — Range —
Q1 2020
Shares 103,876 Value ($000) $11,984 Avg Close — Range —
Q4 2019
Shares 123,806 Value ($000) $13,912 Avg Close — Range —
Q3 2019
Shares 121,092 Value ($000) $13,704 Avg Close — Range —
Q1 2019
Shares 113,124 Value ($000) $12,338 Avg Close — Range —
Q4 2018
Shares 112,710 Value ($000) $12,002 Avg Close — Range —
Q3 2018
Shares 70,444 Value ($000) $7,433 Avg Close — Range —