ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 2,018 Value ($000) $428 Avg Close — Range —
Q3 2025
Shares 2,018 Value ($000) $417 Avg Close — Range —
Q2 2025
Shares 2,018 Value ($000) $394 Avg Close — Range —
Q1 2025
Shares 2,018 Value ($000) $385 Avg Close — Range —
Q4 2024
Shares 2,018 Value ($000) $385 Avg Close — Range —
Q3 2024
Shares 2,018 Value ($000) $398 Avg Close — Range —