RETIREMENT CAPITAL STRATEGIES: VV position timeline

RETIREMENT CAPITAL STRATEGIES held 19,055 VV 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 19,055 shares

   Change vs previous 13F +19,055 shares

   2.28% of the 13F portfolio, value $6,553,373.

   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 ended2025-06-30

   13F 0 shares

   Change vs previous 13F -2,106 shares

   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).

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

3. period ended2025-03-31

   13F 2,106 shares

   Change vs previous 13F +87 shares

   0.21% of the 13F portfolio, value $541,257.

   13F-HR 0001214659-25-007555 filed by RETIREMENT CAPITAL STRATEGIES
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 2,019 shares

   Change vs previous 13F -134 shares

   0.21% of the 13F portfolio, value $544,736.

   13F-HR 0001214659-25-002214 filed by RETIREMENT CAPITAL STRATEGIES
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 2,153 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $566,784.

   13F-HR 0001214659-24-018679 filed by RETIREMENT CAPITAL STRATEGIES
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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