13F

Position

Creative Planning in Maximus, 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 −$837.7K$86.32$64.10

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202564.5K$5.57M0.0%
Q1 202637.7K$2.42M$64.10−$837.7K−$2.31M0.0%