13F

Position

CFC Planning Co LLC in Microsoft Corp

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$125.7K$483.71$370.20

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.11K$535.5K0.4%
Q1 20261.57K$581.2K$370.20−$125.7K$171.4K0.4%