13F

Position

True Wealth Design, LLC in Progress Software Corp

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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 −$104$42.96$25.67

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025105$4.51K0.0%
Q1 20266$154$25.67−$104−$4.25K0.0%