UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Annex Advisory Services, LLC's Holding History (CIK: 0001542287)

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

Q4 2025

Shares 421,373 Value ($000) $18,427 Avg Close $46.04 Range $34.23 - $55.22

Q3 2025

Shares 207,094 Value ($000) $10,520 Avg Close $70.35 Range $50.10 - $87.30

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	421,373	$18,427	$46.04	$34.23 - $55.22
Q3 2025	207,094	$10,520	$70.35	$50.10 - $87.30