APPFOLIO INC

Ticker: APPF CUSIP: 03783C100 Class: Common Stock

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 5,615 Value ($000) $1,306 Avg Close $237.64 Range $217.35 - $277.73

Q3 2025

Shares 5,546 Value ($000) $1,529 Avg Close $270.12 Range $226.91 - $326.04

Q2 2025

Shares 5,634 Value ($000) $1,297 Avg Close $217.97 Range $190.24 - $235.39

Q1 2025

Shares 1,908 Value ($000) $420 Avg Close $229.40 Range $203.52 - $266.51

Q3 2024

Shares 1,216 Value ($000) $286 Avg Close $233.97 Range $197.58 - $274.56

Q2 2024

Shares 1,216 Value ($000) $297 Avg Close $232.98 Range $207.94 - $256.73

Q1 2024

Shares 1,246 Value ($000) $307 Avg Close $215.65 Range $164.29 - $253.42

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	5,615	$1,306	$237.64	$217.35 - $277.73
Q3 2025	5,546	$1,529	$270.12	$226.91 - $326.04
Q2 2025	5,634	$1,297	$217.97	$190.24 - $235.39
Q1 2025	1,908	$420	$229.40	$203.52 - $266.51
Q3 2024	1,216	$286	$233.97	$197.58 - $274.56
Q2 2024	1,216	$297	$232.98	$207.94 - $256.73
Q1 2024	1,246	$307	$215.65	$164.29 - $253.42