VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

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

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

Q4 2025
Shares 14,874 Value ($000) $4,987 Avg Close — Range —
Q3 2025
Shares 14,810 Value ($000) $4,860 Avg Close — Range —
Q2 2025
Shares 14,810 Value ($000) $4,501 Avg Close — Range —
Q1 2025
Shares 14,846 Value ($000) $4,080 Avg Close — Range —
Q4 2024
Shares 14,881 Value ($000) $4,313 Avg Close — Range —
Q3 2024
Shares 14,881 Value ($000) $4,214 Avg Close — Range —
Q2 2024
Shares 14,881 Value ($000) $3,981 Avg Close — Range —
Q1 2024
Shares 13,207 Value ($000) $3,432 Avg Close — Range —
Q4 2023
Shares 13,180 Value ($000) $3,127 Avg Close — Range —
Q3 2023
Shares 12,081 Value ($000) $2,566 Avg Close — Range —
Q2 2023
Shares 12,110 Value ($000) $2,668 Avg Close — Range —
Q1 2023
Shares 12,306 Value ($000) $2,512 Avg Close — Range —
Q4 2022
Shares 12,229 Value ($000) $2,338 Avg Close — Range —
Q3 2022
Shares 12,229 Value ($000) $2,195 Avg Close — Range —
Q2 2022
Shares 12,200 Value ($000) $2,321 Avg Close — Range —
Q1 2022
Shares 12,200 Value ($000) $2,812 Avg Close — Range —
Q4 2021
Shares 12,200 Value ($000) $2,946 Avg Close — Range —
Q3 2021
Shares 12,344 Value ($000) $2,779 Avg Close — Range —
Q2 2021
Shares 12,344 Value ($000) $2,825 Avg Close — Range —
Q1 2021
Shares 12,348 Value ($000) $2,552 Avg Close — Range —
Q4 2020
Shares 12,820 Value ($000) $2,495 Avg Close — Range —
Q3 2020
Shares 12,820 Value ($000) $2,183 Avg Close — Range —
Q2 2020
Shares 12,820 Value ($000) $2,007 Avg Close — Range —
Q1 2020
Shares 13,007 Value ($000) $1,677 Avg Close — Range —
Q4 2019
Shares 12,848 Value ($000) $2,102 Avg Close — Range —
Q3 2019
Shares 12,848 Value ($000) $1,940 Avg Close — Range —
Q2 2019
Shares 12,848 Value ($000) $1,928 Avg Close — Range —
Q1 2019
Shares 13,198 Value ($000) $1,910 Avg Close — Range —
Q4 2018
Shares 13,198 Value ($000) $1,684 Avg Close — Range —
Q3 2018
Shares 13,198 Value ($000) $1,975 Avg Close — Range —
Q2 2018
Shares 13,198 Value ($000) $1,853 Avg Close — Range —
Q1 2018
Shares 13,198 Value ($000) $1,791 Avg Close — Range —
Q4 2017
Shares 13,198 Value ($000) $1,811 Avg Close — Range —