13F

Position

Simplicity Wealth,LLC in Thermo Fisher Scientific 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 −$103.8K$579.51$491.58

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.18K$684.4K0.0%
Q1 20261.28K$631.2K$491.58−$103.8K$50.6K0.0%