13F

Position

Retirement Solution 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 −$2.46M$483.61$370.17

QuarterSharesValueImplied pxEst. markFlowWeight
Q1 202523.6K$8.86M2.5%
Q2 202523.9K$11.9M$497.41$2.88M$120.9K3.0%
Q3 202521.2K$11M$517.96$436K−$1.31M2.6%
Q4 202521.7K$10.5M$483.61−$728.7K$210.4K2.3%
Q1 202623.9K$8.85M$370.17−$2.46M$839.5K2.1%