13F

Position

Simplicity Wealth,LLC in Vertiv Holdings Co

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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 $146K$162.01$250.58

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.65K$267K0.0%
Q1 20262.3K$575.6K$250.58$146K$162.6K0.0%