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UNITED CAPITAL FINANCIAL ADVISERS, LLC
> APPF
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | APPFOLIO INC | APPF | 0 | -7,341 | 0 | -773,595,000 | |
| 12/31/2022 | APPFOLIO INC | APPF | 7,341 | 3 | 773,595,000 | 772,827,000 | $105,380.06 |
| 09/30/2022 | APPFOLIO INC | APPF | 7,338 | 0 | 768,000 | 103,000 | $104.66 |
| 06/30/2022 | APPFOLIO INC | APPF | 7,338 | -100 | 665,000 | -177,000 | $90.62 |
| 03/31/2022 | APPFOLIO INC | APPF | 7,438 | 0 | 842,000 | -58,000 | $113.20 |
| 12/31/2021 | APPFOLIO INC | APPF | 7,438 | -7 | 900,000 | -151,000 | $121.00 |
| 06/30/2021 | APPFOLIO INC | APPF | 7,445 | -50 | 1,051,000 | -9,000 | $141.17 |
| 03/31/2021 | APPFOLIO INC | APPF | 7,495 | -193 | 1,060,000 | -324,000 | $141.43 |
| 12/31/2020 | APPFOLIO INC | APPF | 7,688 | 150 | 1,384,000 | 315,000 | $180.02 |
| 09/30/2020 | APPFOLIO INC | APPF | 7,538 | 0 | 1,069,000 | -158,000 | $141.81 |
| 06/30/2020 | APPFOLIO INC | APPF | 7,538 | 200 | 1,227,000 | 413,000 | $162.78 |
| 03/31/2020 | APPFOLIO INC | APPF | 7,338 | -3,500 | 814,000 | -378,000 | $110.93 |
| 12/31/2019 | APPFOLIO INC | APPF | 10,838 | 0 | 1,192,000 | 161,000 | $109.98 |
| 09/30/2019 | APPFOLIO INC | APPF | 10,838 | 0 | 1,031,000 | -77,000 | $95.13 |
| 06/30/2019 | APPFOLIO INC | APPF | 10,838 | 0 | 1,108,000 | 247,000 | $102.23 |
| 03/31/2019 | APPFOLIO INC | APPF | 10,838 | 0 | 861,000 | 219,000 | $79.44 |
| 12/31/2018 | APPFOLIO INC | APPF | 10,838 | 0 | 642,000 | -208,000 | $59.24 |
| 09/30/2018 | APPFOLIO INC | APPF | 10,838 | 2,700 | 850,000 | 352,000 | $78.43 |
| 06/30/2018 | APPFOLIO INC | APPF | 8,138 | 17 | 498,000 | 166,000 | $61.19 |
| 03/31/2018 | APPFOLIO INC | APPF | 8,121 | 8,121 | 332,000 | 332,000 | $40.88 |
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