RETIREMENT CAPITAL STRATEGIES: VT position timeline

RETIREMENT CAPITAL STRATEGIES held 217,779 VT 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 217,779 shares

   Change vs previous 13F -157 shares

   11.87% of the 13F portfolio, value $34,180,410.

   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 217,936 shares

   Change vs previous 13F +3,581 shares

   11.39% of the 13F portfolio, value $30,144,885.

   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 214,355 shares

   Change vs previous 13F -19,107 shares

   11.21% of the 13F portfolio, value $30,236,935.

   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).

4. period ended2025-09-30

   13F 233,462 shares

   Change vs previous 13F -3,963 shares

   12.34% of the 13F portfolio, value $32,164,421.

   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 237,425 shares

   Change vs previous 13F not available

   12.09% of the 13F portfolio, value $30,513,873.

   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).