13F

Position

Note Advisors, LLC in Walmart 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 $10.5K$119.38$124.30

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.14K$255.7K0.1%
Q1 20262.14K$266.3K$124.30$10.5K−$00.1%