13F

Position

Simplicity Wealth,LLC in Csx 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 $27K$36.25$41.05

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20255.63K$204.1K0.0%
Q1 20266.62K$271.5K$41.05$27K$40.4K0.0%