ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

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

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

Q4 2025
Shares 176,025 Value ($000) $20,053 Avg Close — Range —
Q3 2025
Shares 171,892 Value ($000) $19,575 Avg Close — Range —
Q2 2025
Shares 167,531 Value ($000) $18,763 Avg Close — Range —
Q1 2025
Shares 168,175 Value ($000) $16,817 Avg Close — Range —
Q4 2024
Shares 167,989 Value ($000) $16,266 Avg Close — Range —
Q3 2024
Shares 160,919 Value ($000) $17,323 Avg Close — Range —
Q2 2024
Shares 165,764 Value ($000) $16,958 Avg Close — Range —
Q1 2024
Shares 197,646 Value ($000) $20,514 Avg Close — Range —
Q4 2023
Shares 195,768 Value ($000) $18,960 Avg Close — Range —
Q3 2023
Shares 186,242 Value ($000) $16,073 Avg Close — Range —
Q2 2023
Shares 179,205 Value ($000) $17,098 Avg Close — Range —
Q1 2023
Shares 185,082 Value ($000) $17,338 Avg Close — Range —
Q4 2022
Shares 186,247 Value ($000) $15,600 Avg Close — Range —
Q3 2022
Shares 178,210 Value ($000) $12,931 Avg Close — Range —
Q2 2022
Shares 159,989 Value ($000) $12,903 Avg Close — Range —
Q1 2022
Shares 151,692 Value ($000) $14,832 Avg Close — Range —
Q4 2021
Shares 140,935 Value ($000) $15,544 Avg Close — Range —
Q3 2021
Shares 131,077 Value ($000) $13,987 Avg Close — Range —
Q2 2021
Shares 129,528 Value ($000) $14,274 Avg Close — Range —
Q1 2021
Shares 128,705 Value ($000) $12,930 Avg Close — Range —
Q4 2020
Shares 125,802 Value ($000) $12,695 Avg Close — Range —
Q3 2020
Shares 116,739 Value ($000) $10,493 Avg Close — Range —
Q2 2020
Shares 112,131 Value ($000) $9,319 Avg Close — Range —
Q1 2020
Shares 94,129 Value ($000) $6,694 Avg Close — Range —
Q4 2019
Shares 86,552 Value ($000) $7,484 Avg Close — Range —
Q3 2019
Shares 83,821 Value ($000) $6,748 Avg Close — Range —
Q2 2019
Shares 81,322 Value ($000) $6,568 Avg Close — Range —
Q1 2019
Shares 76,765 Value ($000) $5,945 Avg Close — Range —
Q4 2018
Shares 74,047 Value ($000) $5,114 Avg Close — Range —
Q3 2018
Shares 88,124 Value ($000) $7,056 Avg Close — Range —
Q2 2018
Shares 85,533 Value ($000) $6,740 Avg Close — Range —
Q1 2018
Shares 81,286 Value ($000) $6,533 Avg Close — Range —
Q4 2017
Shares 77,533 Value ($000) $6,260 Avg Close — Range —