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  ║  SHADYTEL SECURITIES & EXCHANGE FILING SYSTEM  //  v0.9.1  ║
  ║  NODE: toorcamp.local    FILING STATUS: [TRANSMITTED]        ║
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UNITED STATES SHADYTEL SECURITIES AND EXCHANGE COMMISSION // FORM SF-10
ShadyFans
// Quarterly Earnings Disclosure & Investor Presentation
FILING TYPEForm SF-10 — Periodic Report
PERIOD OF REPORTToorCamp 2026 (June 25–27, 2026)
DATE FILEDJune 27, 2026
REPORTING CURRENCYShadyBucks (₷)
REGISTRANTShadyFans, Inc. — a Shadytel Network Service
AUDITORRaccoon & Associates LLP
DISTRIBUTIONPorta-John (organic) · KLOL 95.3 FM (Pirate)
ONBOARDING PARTNERBeerocracy

Part I — Letter to Shareholders

To our valued investors, operators, and Shadytel network participants:

It is with great pleasure — and strictly appropriate professional detachment — that we present ShadyFans' first quarterly earnings disclosure covering the ToorCamp 2026 operating period. What began as a premium metered talk-time service on the Shadytel network has matured, over the course of approximately 96 hours, into a vertically integrated pay-per-minute party line platform with measurable EBITDA and a going-concern opinion that we consider, at minimum, mildly optimistic.

Gross Transaction Volume for the period reached ₷2,770.00, driven by strong demand across both our ShadyBucks electronic payment rail and our proprietary Hell Bank Note (physical paper) settlement instrument. Our flagship operator, @regex_rex, alone accounted for 39.0% of platform revenue and continued to demonstrate that lookahead feelings remain an underserved market segment.

We also note the successful execution of a multi-channel distribution strategy: Porta-John placements delivered organic reach to a captive audience across all camp facilities, while two 30-second spots on KLOL 95.3 FM (pirate, unlicensed, frequency tolerance ±0.3 MHz) provided broader awareness. Both channels were complemented by our partnership with the Beerocracy team, which enabled frictionless customer onboarding — defined here as handing someone a beer and explaining that they can call a party line with their camp money.

We remain committed to responsible stewardship of shareholder ShadyBucks, transparent operator compensation, and the continued belief that a ₷4-per-minute existentialism hotline staffed by @void_ptr_vera is a fundamentally sound long-term asset.

Respectfully submitted,
The ShadyFans Executive Team
c/o Shadytel Network, Toorcamp, WA

FILED & TRANSMITTED

Part II — Financial Highlights

Gross Transaction Volume
₷2,770
Total GTV, period
Net Revenue
₷831
After 70% operator share
EBITDA
₷256
30.8% margin on net revenue
Net Income
₷236
After D&A; pre-tax (see Note 7)
Talk Minutes Sold
254
Across all 6 operators
Total Transactions
90
67 ShadyBucks · 23 Hell Bank Notes
Avg GTV / Minute
₷10.90
Blended across operator rates
Total Subscribers
2,295
Registered across 6 lines

— continued — FORM SF-10 // PAGE 2 OF 6 —

Part III — Condensed Consolidated Statement of Operations

For the three-day period ended June 27, 2026 ("ToorCamp Period"). All figures in ShadyBucks (₷). Figures are illustrative based on internal platform telemetry. Audited by Raccoon & Associates LLP under Generally Accepted Camp Accounting Principles (GACAP). See accompanying notes.

Line Item ₷ Amount Notes
Revenue
ShadyBucks electronic transactions (67 txns) ₷1,847.50 Note 2, 3
Hell Bank Note redemptions (23 notes × ₷40.11 equiv.) ₷922.50 Note 5
Gross Transaction Volume (GTV) ₷2,770.00
Less: Operator Revenue Share (70% of GTV) (₷1,939.00) Note 6
Net Revenue ₷831.00
Operating Expenses
Platform infrastructure (Vercel, KV storage, DNS) (₷240.00) Note 8
Radio advertising — KLOL 95.3 FM (2 × 30-sec spots, settled in stickers) 6 stickers Note 9
Hell Bank Note production & physical distribution (₷85.00) Note 5
Beerocracy onboarding partnership (in-kind, beer) (₷100.00) Note 10
General & administrative (passphrase generation overhead) ₷0.00
Regulatory compliance, licensing, legal counsel ₷0.00 Note 7
Total Operating Expenses (₷575.00)
EBITDA ₷256.00 30.8% margin
Non-Cash Charges
Depreciation — one (1) rotary telephone, demo unit (₷12.00) Straight-line, 1-yr life
Amortization — Hell Bank Note intellectual property (₷8.00) Note 5
Total D&A (₷20.00)
EBIT (Earnings Before Interest & Taxes) ₷236.00
Below-the-Line Items
Interest expense ₷0.00 Note 4
Tax provision ₷0.00 Note 7
NET INCOME ₷236.00

— continued — FORM SF-10 // PAGE 3 OF 6 —

Part IV — Operator Performance & Segment Analysis

ShadyFans reports operator performance as a single reportable segment: "Party Line Services." The following table disaggregates GTV by individual operator line for disclosure purposes. Operator share (70%) not deducted below — segment GTV shown at gross.

Operator Handle Rate Minutes Segment GTV % of Total Subscribers Status
@regex_rex ★ FEATURED ₷15/min 72 ₷1,080.00 39.0% 847 ● LIVE
@SIGTERM_sam ₷10/min 63 ₷630.00 22.7% 401 ● LIVE
@0x_shady_lady ₷12/min 48 ₷576.00 20.8% 512 ● LIVE
@k3rn3l_karen ₷8/min 41 ₷328.00 11.8% 293 ● LIVE
@malloc_molly ₷6/min 18 ₷108.00 3.9% 178 ○ OFFLINE
@void_ptr_vera ₷4/min 12 ₷48.00 1.7% 64 ○ OFFLINE
TOTAL 254 min ₷2,770.00 100% 2,295 4 live

GTV by Operator (Visual)

@regex_rex
₷1,080
@SIGTERM_sam
₷630
@0x_shady_lady
₷576
@k3rn3l_karen
₷328
@malloc_molly
₷108
@void_ptr_vera
₷48

Management Commentary on Segment Performance

The Company notes that @regex_rex outperformed all other operators by a significant margin despite — or perhaps because of — offering services categorized as "regex therapy" and "lookahead feelings." Management believes this validates our thesis that unmet emotional demand for pattern-matching support is a durable market dynamic at technically-oriented gatherings.

@void_ptr_vera and @malloc_molly were marked OFFLINE for portions of the period, contributing to lower utilization. The Company is exploring whether existentialism (₷4/min) is optimally priced given that the theoretical value of pointing nowhere and everywhere simultaneously may, under certain philosophical frameworks, be infinite. A pricing committee has been formed; it has not yet reached consensus.


— continued — FORM SF-10 // PAGE 4 OF 6 —

Part V — Payment Rail Analysis

Payment Instrument Transactions GTV % of GTV Avg Txn Size Settlement
ShadyBucks (electronic) 67 ₷1,847.50 66.7% ₷27.57 bucks.shady.tel
Hell Bank Notes (paper) 23 ₷922.50 33.3% ₷40.11 Physical / KV passphrase
TOTAL 90 ₷2,770.00 100% ₷30.78

Hell Bank Note commentary: The 23 notes processed represent a dual-clearing instrument: the physical note is surrendered to the operator (constituting physical-layer settlement) while the digital passphrase provides cryptographic proof of redemption stored in Vercel KV with a 7-day TTL. The Company views this as a pioneering hybrid physical-digital payment architecture and has filed no patents, because we are at a hacker camp and patents are uncool.

Each Hell Bank Note redeems for 5 minutes of operator time. At blended operator rates, this implies a per-note face value of approximately ₷40.11 — meaningfully above the ₷4/min floor and reflecting the inherent value premium of asynchronous physical currency. Management notes that Hell Bank Notes cannot be refunded, reversed, or chargebacked, which compares favorably to traditional fintech settlement risk profiles.


— continued — FORM SF-10 // PAGE 5 OF 6 —

Part VI — Risk Factors

The following risk factors may materially affect ShadyFans' business, financial condition, and results of operations. This list is not exhaustive. Investors should carefully consider these risks before tendering ShadyBucks.

Camp Duration Risk
ToorCamp 2026 concluded on June 27, 2026. The Company's primary revenue-generating environment no longer exists. All six operator lines are currently unmanned. Management acknowledges this represents a material going-concern indicator and is exploring whether "going concern" can be resolved by camping again next year.
Regulatory & Jurisdictional Ambiguity
The Company operates on a network (Shadytel) whose regulatory classification is unclear. KLOL 95.3 FM is a pirate radio station with a frequency tolerance of ±0.3 MHz and no FCC license. Hell Bank Notes are denominated in a currency not recognized by any central bank. The Company's legal counsel consists of a consensus formed at 2am around a campfire. Investors should assume that zero of our activities are SEC-compliant, including this filing.
Operator Availability & Staffing Risk
Two of six operators (@malloc_molly, @void_ptr_vera) were in OFFLINE status for material portions of the reporting period, suppressing GTV by an estimated ₷312–₷480. The Company has no binding agreements with operators and cannot guarantee they will not "go on break," pursue a different kernel bug, or simply wander off to look at the fire art.
Hell Bank Note Forgery Risk
The Company's physical Hell Bank Notes rely on security features including (but not limited to) visual inspection and the honor system. The Company has not commissioned a third-party authentication study and acknowledges that the camp contains an above-average concentration of individuals who know how to use a printer.
ShadyBucks Exchange Rate Volatility
ShadyBucks (₷) is pegged to approximately nothing. Exchange rate to USD fluctuates based on campwide beer supply, time of day, and the general mood around the Shadytel switchboard. All financial figures herein are presented in nominal ShadyBucks and should not be construed as having any relationship to real-world currency without first buying the CFO a beverage.
Vercel KV TTL Expiry
All Hell Bank Note redemption codes expire after 7 days. Post-expiry, any unredeemed codes represent forfeited call minutes and unrecognized revenue. The Company considers this a feature, not a bug, and has classified any breakage income as "sundry" on the balance sheet (balance sheet not included in this filing due to the balance being ₷0.00 in prior period).
Concentration Risk — @regex_rex
A single operator, @regex_rex, generated 39.0% of total GTV. Loss of this operator — due to schedule conflicts, regex fatigue, or an emotionally overwhelming lookahead assertion — would be material to results. The Company has no non-compete agreement with @regex_rex and acknowledges that ur pattern matches my heart is a fragile contractual basis.

— continued — FORM SF-10 // PAGE 6 OF 6 —

Part VII — Notes to Financial Statements

1. Basis of Presentation. These financial statements have been prepared in accordance with Generally Accepted Camp Accounting Principles (GACAP), specifically the ToorCamp 2026 edition. GACAP differs from US GAAP primarily in that materiality thresholds are measured in ShadyBucks, the fiscal year is defined as "the duration of the event," and the going-concern test is whether you can find parking next year.
2. Revenue Recognition. Revenue is recognized at the point of capture, not authorization. Voided authorizations are excluded. The Company's authorize–capture–void payment flow is implemented via the Shadybucks merchant API at bucks.shady.tel and is considered a three-step settlement instrument for GACAP purposes. Revenue is gross of operator share, which is disclosed separately.
3. ShadyBucks Exchange Rate. For the purpose of this disclosure, ₷1 ShadyBuck is presented on a face-value basis. No USD conversion is provided. Any party who requires a USD equivalent is advised to contact the ShadyBucks monetary authority (a Raspberry Pi somewhere at camp) and manage their own foreign exchange exposure accordingly.
4. Debt & Credit Facilities. ShadyFans has no outstanding debt, credit facilities, convertible notes, or SAFE agreements. The Company has not sought external financing. This is either a sign of capital discipline or the fact that no one has asked. The Company does maintain an implicit obligation to @regex_rex for emotional labor rendered; this has not been accrued.
5. Hell Bank Notes. Hell Bank Notes are physical paper currency accepted at face value in exchange for a one-time alphanumeric passphrase granting 5 minutes of operator talk time. The Company recognizes Hell Bank Note revenue at the time of digital code generation (operator receipt of the physical note), not at redemption. Unredeemed codes represent a contingent liability of ₷0.00 due to the 7-day TTL. IP related to the Hell Bank Note instrument is amortized straight-line over 12 months implying a useful life through approximately June 2027, at which point the Company expects to have either shipped a sequel or moved on entirely.
6. Operator Revenue Share. ShadyFans retains 30% of GTV as a platform fee. The remaining 70% is remitted to operators in ShadyBucks. Operator shares have not been accrued as a liability as the Company operates on a cash settlement model. Whether "cash" means ShadyBucks or actual beer is left to operator discretion and the Beerocracy partnership agreement (see Note 10).
7. Tax Position. The Company operates in a jurisdiction (a field in Washington State, temporarily colonized by hackers) that does not levy taxes on ShadyBucks income. The Company has not filed any federal, state, or local returns denominated in ShadyBucks as no such returns exist. Investors should assume that all profits are pre-tax and that this will remain true until the IRS invents a ShadyBucks FBAR form.
8. Platform Infrastructure. The Company's technology stack is hosted on Vercel (Next.js, Vercel KV). Infrastructure costs of approximately $24 USD have been converted to ₷240 at the management-assumed exchange rate of ₷10:$1, which the Company acknowledges it made up. The stack supports authorize, capture, void, and Hell Bank Note operations with sub-100ms P99 latency, measured once on a laptop in good WiFi conditions.
9. Distribution & Radio Advertising. The Company's primary distribution channel consisted of Porta-John placements at ToorCamp 2026, providing high-dwell-time organic exposure to a captive audience with no direct monetary cost. Supplementary awareness was generated via two 30-second spots on KLOL 95.3 FM, a pirate radio station operating at ToorCamp 2026. The KLOL spots reached an audience of between 40 and 400 listeners, depending on tuning accuracy, and were settled in-kind for six (6) stickers. The Company has not determined the ShadyBucks equivalent value of the sticker consideration; accordingly, the radio cost is presented as a non-monetary expense and excluded from the ₷ OpEx subtotal. Attribution analysis across channels is unavailable.
10. Beerocracy Partnership. The Company entered into an informal partnership with the Beerocracy team for customer onboarding purposes. The partnership is valued at ₷100 in-kind (approximately 4–6 beers at prevailing camp exchange rates). No cash changed hands. The arrangement is considered a strategic alliance, not a joint venture, as no formal entity was formed, no term sheet was signed, and the entire negotiation occurred while someone was refilling a cup.

Independent Auditor's Report

Raccoon & Associates LLP
Certified Camp Accountants · ToorCamp 2026 · Jurisdiction: A Field

To the Shareholders, Operators, and Dial-In Customers of ShadyFans, Inc.:

We have audited the accompanying condensed consolidated financial statements of ShadyFans, Inc. for the three-day period ended June 27, 2026. Our audit was conducted in accordance with Generally Accepted Camp Auditing Standards (GACAS), which require that we plan and perform the audit to obtain reasonable assurance that the financial statements are free from material misstatement, whether due to fraud, error, or someone leaving the switchboard unattended.

Our procedures included: (1) inquiry of management, specifically asking "does this look right?" and receiving an affirmative nod; (2) physical inspection of the Hell Bank Note inventory; (3) reconciliation of the Vercel KV passphrase ledger against the admin console; and (4) tracing a sample of ShadyBucks transactions through the authorize–capture flow to the bucks.shady.tel merchant API. We did not confirm balances directly with the monetary authority as the Raspberry Pi was busy.

In our opinion, the financial statements present fairly, in all material respects, the financial position of ShadyFans, Inc. and the results of its operations for the reporting period, in conformity with GACAP. We draw attention to Note 7 (Tax Position) and the "Camp Duration Risk" factor, which together raise substantial doubt about the Company's ability to continue as a going concern through Q2 2027. This doubt is partially offset by the fact that ToorCamp happens every other year.

This report does not constitute an opinion on internal controls, ICFR, SOX compliance, PCAOB standards, or any other acronym. Raccoon & Associates LLP accepts payment in ShadyBucks, Hell Bank Notes, and snacks.

Raccoon & Associates LLP
ToorCamp 2026 · Near the Fire Art · June 27, 2026

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  ║  SHADYFANS, INC. // FORM SF-10 // TOORCAMP 2026            ║
  ║  [SHADYTEL] [KLOL 95.3] [BEEROCRACY] [ALL RIGHTS YOLO]    ║
  ║  THIS IS NOT INVESTMENT ADVICE. THIS IS NOT REAL MONEY.    ║
  ║  OPERATOR STANDING BY. YOUR CALL IS VERY IMPORTANT TO US. ║
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PREPARED BY RACCOON & ASSOCIATES LLP · FILED VIA SHADYTEL SECURITIES TRANSMISSION SYSTEM