13F

Position

Compound Planning, Inc. in BlackRock, Inc.

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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 −$229.6K$1,070.53$961.77

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.22K$2.38M0.1%
Q1 20262.11K$2.03M$961.77−$229.6K−$117.8K0.1%