RETIREMENT CAPITAL STRATEGIES: JPST position timeline

RETIREMENT CAPITAL STRATEGIES held 226,339 JPST shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 226,339 shares

   Change vs previous 13F +3,588 shares

   3.97% of the 13F portfolio, value $11,445,939.

   13F-HR 0001214659-26-010107 filed by RETIREMENT CAPITAL STRATEGIES
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 222,751 shares

   Change vs previous 13F +222,751 shares

   4.26% of the 13F portfolio, value $11,273,439.

   13F-HR 0001214659-26-006225 filed by RETIREMENT CAPITAL STRATEGIES
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -24,569 shares

   13F-HR 0001214659-26-001705 filed by RETIREMENT CAPITAL STRATEGIES
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-09-30

   13F 24,569 shares

   Change vs previous 13F -1,137 shares

   0.48% of the 13F portfolio, value $1,246,274.

   13F-HR 0001214659-25-016303 filed by RETIREMENT CAPITAL STRATEGIES
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 25,706 shares

   Change vs previous 13F not available

   0.52% of the 13F portfolio, value $1,302,770.

   13F-HR 0001214659-25-011779 filed by RETIREMENT CAPITAL STRATEGIES
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).