VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 10,343 Value ($000) $646 Avg Close Range
Q3 2025
Shares 10,343 Value ($000) $620 Avg Close Range
Q2 2025
Shares 10,343 Value ($000) $590 Avg Close Range
Q1 2025
Shares 10,089 Value ($000) $513 Avg Close Range
Q4 2024
Shares 11,026 Value ($000) $527 Avg Close Range
Q3 2024
Shares 11,226 Value ($000) $593 Avg Close Range
Q2 2024
Shares 11,517 Value ($000) $569 Avg Close Range
Q1 2024
Shares 7,749 Value ($000) $389 Avg Close Range
Q4 2023
Shares 7,749 Value ($000) $371 Avg Close Range
Q3 2023
Shares 7,749 Value ($000) $339 Avg Close Range
Q2 2023
Shares 7,749 Value ($000) $358 Avg Close Range
Q1 2023
Shares 9,928 Value ($000) $448 Avg Close Range
Q4 2022
Shares 8,973 Value ($000) $377 Avg Close Range
Q3 2022
Shares 10,865 Value ($000) $395 Avg Close Range
Q2 2022
Shares 5,995 Value ($000) $246 Avg Close Range
Q1 2022
Shares 5,836 Value ($000) $284 Avg Close Range
Q4 2021
Shares 4,133 Value ($000) $211 Avg Close Range