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29,500 SHARES OF APPFOLIO CL A, INC. 5202178 2023-12-21 ACCOUNTANT FEES 59047 0 0 84,653 SH APPFOLIO, INC., CLASS A 15765223 28966324 12,828 SH APPFOLIO, INC., CLASS B 1774563 3255105 277 SH ALIBABA GROUP HOLDING 2562 24201 3,549 SH BLACKLINE, INC. 200700 220073 3,175 SH CROWDSTRIKE HOLDINGS, INC. 226476 1098455 3,750 SH DATADOG, INC. 170027 572813 5,000 SH ALPHABET, INC. CLASS A 135736 844750 6,760 SH SMARTSHEET, INC. 290436 378222 1,210 SH ZOOM VIDEO 100162 100055 15154835 15455090 0 0 LEGAL FEES 4075 0 0 ONE STREAM SOFTWARE, LLC 2000000 2000000 2253347 FIXED INCOME - OTHER - ACCRUED INCOME 0 135376 135376 OFFICE EXPENSE 3191 0 0 BANK FEES 45416 45416 0 S.B. FOUNDATION ROUNDTABLE DUES 5500 0 3000 MANAGEMENT FEES 159250 115250 0 CONSULTING FEES 20000 0 0 OTHER PROFESSIONAL FEES 12639 0 0 STATE TAX FILING 420 0 0 FEDERAL TAX 10903 0 0