SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 12,927 Value ($000) $355 Avg Close — Range —
Q3 2025
Shares 12,927 Value ($000) $353 Avg Close — Range —
Q2 2025
Shares 12,927 Value ($000) $343 Avg Close — Range —
Q1 2025
Shares 12,927 Value ($000) $361 Avg Close — Range —
Q4 2024
Shares 13,300 Value ($000) $363 Avg Close — Range —
Q3 2024
Shares 4,309 Value ($000) $364 Avg Close — Range —
Q2 2024
Shares 4,309 Value ($000) $335 Avg Close — Range —