UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

RAYMOND JAMES FINANCIAL INC's Holding History (CIK: 0000720005)

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

Q4 2025

Shares 93,562 Value ($000) $4,091 Avg Close $46.04 Range $34.23 - $55.22

Q3 2025

Shares 122,285 Value ($000) $6,212 Avg Close $70.35 Range $50.10 - $87.30

Q2 2025

Shares 140,250 Value ($000) $9,071 Avg Close $49.03 Range $31.40 - $66.61

Q1 2025

Shares 118,678 Value ($000) $5,463 Avg Close $62.17 Range $43.24 - $96.43

Q4 2024

Shares 121,740 Value ($000) $7,496 Avg Close $62.34 Range $37.41 - $88.95

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	93,562	$4,091	$46.04	$34.23 - $55.22
Q3 2025	122,285	$6,212	$70.35	$50.10 - $87.30
Q2 2025	140,250	$9,071	$49.03	$31.40 - $66.61
Q1 2025	118,678	$5,463	$62.17	$43.24 - $96.43
Q4 2024	121,740	$7,496	$62.34	$37.41 - $88.95