13F

Position

Simplicity Wealth,LLC in Trimble 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 −$34.5K$78.35$65.23

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.63K$206.1K0.0%
Q1 20263.55K$231.4K$65.23−$34.5K$59.8K0.0%