13F

Position

Sequent 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 −$420.8K$483.63$370.15

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20253.71K$1.79M0.5%
Q1 20263.73K$1.38M$370.15−$420.8K$9.25K0.3%