13F

Position

Simplicity Wealth,LLC in Cencora, 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 −$26.2K$337.77$314.15

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.11K$374.9K0.0%
Q1 20261.26K$394.9K$314.15−$26.2K$46.2K0.0%