13F

Position

Asset Dedication, LLC in Appfolio Inc

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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 −$1.72K$232.65$157.83

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202523$5.35K0.0%
Q1 202623$3.63K$157.83−$1.72K−$00.0%