13F

Position

Simplicity Wealth,LLC in Uber Technologies, 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 −$139K$81.71$71.93

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202514.2K$1.16M0.1%
Q1 202614.9K$1.07M$71.93−$139K$50.3K0.1%