UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Charles Schwab Investment Advisory, Inc.'s Holding History (CIK: 0001501902)

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

Q1 2022
Shares 4,371 Value ($000) $477 Avg Close $115.22 Range $75.15 - $161.00
Q4 2021
Shares 4,581 Value ($000) $693 Avg Close $249.80 Range $128.45 - $401.49