13F

Position

Simplicity Wealth,LLC in Blackstone 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 −$83.1K$154.15$114.97

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.12K$327.1K0.0%
Q1 20262.66K$305.7K$114.97−$83.1K$61.7K0.0%