13F

Position

Creative Planning in Vistra 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 −$988.9K$161.33$150.33

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202589.9K$14.5M0.0%
Q1 202698.6K$14.8M$150.33−$988.9K$1.3M0.0%