ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 1,037 Value ($000) $255 Avg Close — Range —
Q3 2025
Shares 1,036 Value ($000) $251 Avg Close — Range —
Q4 2024
Shares 1,038 Value ($000) $229 Avg Close — Range —
Q3 2024
Shares 1,038 Value ($000) $229 Avg Close — Range —
Q2 2024
Shares 1,065 Value ($000) $216 Avg Close — Range —