UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

JONES FINANCIAL COMPANIES LLLP's Holding History (CIK: 0000815917)

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

Q4 2025

Shares 14,009 Value ($000) $613 Avg Close $46.04 Range $34.23 - $55.22

Q3 2025

Shares 10,965 Value ($000) $629 Avg Close $70.35 Range $50.10 - $87.30

Q2 2025

Shares 8,797 Value ($000) $558 Avg Close $49.03 Range $31.40 - $66.61

Q1 2025

Shares 6,750 Value ($000) $319 Avg Close $62.17 Range $43.24 - $96.43

Q4 2024

Shares 5,511 Value ($000) $339 Avg Close $62.34 Range $37.41 - $88.95

Q3 2024

Shares 5,344 Value ($000) $218 Avg Close $33.26 Range $20.60 - $45.71

Q2 2024

Shares 4,057 Value ($000) $96 Avg Close $24.13 Range $20.68 - $30.17

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	14,009	$613	$46.04	$34.23 - $55.22
Q3 2025	10,965	$629	$70.35	$50.10 - $87.30
Q2 2025	8,797	$558	$49.03	$31.40 - $66.61
Q1 2025	6,750	$319	$62.17	$43.24 - $96.43
Q4 2024	5,511	$339	$62.34	$37.41 - $88.95
Q3 2024	5,344	$218	$33.26	$20.60 - $45.71
Q2 2024	4,057	$96	$24.13	$20.68 - $30.17