13F

Position

Simplicity Wealth,LLC in Ingersoll Rand 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 $2.47K$79.22$80.12

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.75K$218K0.0%
Q1 20262.75K$220.3K$80.12$2.47K−$2380.0%