13F

Position

Essential Planning, LLC. in Microsoft 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 −$566.9K$483.66$370.14

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20255.01K$2.42M0.8%
Q1 20264.99K$1.85M$370.14−$566.9K−$9.19K0.6%