13F

Position

Simplicity Wealth,LLC in General Dynamics 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 $9.75K$336.66$343.27

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.47K$496.2K0.0%
Q1 20261.65K$564.7K$343.27$9.75K$58.7K0.0%