ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 3,786 Value ($000) $467 Avg Close — Range —
Q3 2025
Shares 3,866 Value ($000) $467 Avg Close — Range —
Q1 2025
Shares 3,884 Value ($000) $361 Avg Close — Range —
Q4 2024
Shares 3,945 Value ($000) $401 Avg Close — Range —
Q3 2024
Shares 3,933 Value ($000) $377 Avg Close — Range —