13F

Position

Simplicity Wealth,LLC in Msc Income Fund, 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 −$20.5K$13.14$12.18

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202521.4K$280.6K0.0%
Q1 202633.2K$404.8K$12.18−$20.5K$144.6K0.0%