13F

Position

CreativeOne Wealth, LLC in Mastercard 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 −$765.3K$570.86$499.66

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202510.7K$6.14M0.1%
Q1 202611.8K$5.92M$499.66−$765.3K$550.1K0.1%