13F

Position

Matrix Trust Co 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 −$738$0.48$0.37

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20256.5K$3.14K0.5%
Q1 20267.35K$2.72K$0.37−$738$3150.5%