13F

Position

Truepoint, Inc. in Microsoft 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 −$813K$483.64$370.19

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20257.17K$3.47M0.1%
Q1 20267.28K$2.69M$370.19−$813K$41.5K0.1%