UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

J.W. COLE ADVISORS, INC.'s Holding History (CIK: 0001404763)

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

Q2 2025

Shares 4,777 Value ($000) $309 Avg Close $49.03 Range $31.40 - $66.61

Q4 2023

Shares 11,425 Value ($000) $467 Avg Close $30.45 Range $19.84 - $49.62

Q1 2022

Shares 2,122 Value ($000) $231 Avg Close $115.22 Range $75.15 - $161.00

Q4 2021

Shares 1,556 Value ($000) $235 Avg Close $249.80 Range $128.45 - $401.49

Q3 2021

Shares 1,288 Value ($000) $408 Avg Close $197.24 Range $107.26 - $346.54

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	4,777	$309	$49.03	$31.40 - $66.61
Q4 2023	11,425	$467	$30.45	$19.84 - $49.62
Q1 2022	2,122	$231	$115.22	$75.15 - $161.00
Q4 2021	1,556	$235	$249.80	$128.45 - $401.49
Q3 2021	1,288	$408	$197.24	$107.26 - $346.54