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Shakespeare Wealth Management, LLC · UNH

← Holdings

Position over 4 quarters · +10% shares · SEC 13F

QuarterSharesΔ SharesValue
Q2 '24405—$206K
Q3 '24435+30$254K
Q4 '24444+9$225K
Q1 '25447+3$234K

Source: SEC Form 13F. Values are as-of each quarter-end, not live.