13F

Position

Creative Planning in Aon plc

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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 −$1.2M$352.88$322.78

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202540K$14.1M0.0%
Q1 202649.8K$16.1M$322.78−$1.2M$3.14M0.0%