13F

Position

Retirement Solution LLC in Intuit 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 −$6.41K$682.21$661.80

QuarterSharesValueImplied pxEst. markFlowWeight
Q2 2025314$247K0.1%
Q3 2025314$214.2K$682.21−$32.8K$00.1%
Q4 2025314$207.8K$661.80−$6.41K−$00.0%