UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

JFS WEALTH ADVISORS, LLC's Holding History (CIK: 0001568068)

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

Q4 2025
Shares 13 Value ($000) $1 Avg Close $46.04 Range $34.23 - $55.22
Q3 2025
Shares 13 Value ($000) $1 Avg Close $70.35 Range $50.10 - $87.30
Q2 2025
Shares 13 Value ($000) $1 Avg Close $49.03 Range $31.40 - $66.61
Q1 2025
Shares 13 Value ($000) $1 Avg Close $62.17 Range $43.24 - $96.43
Q4 2024
Shares 13 Value ($000) $1 Avg Close $62.34 Range $37.41 - $88.95
Q3 2024
Shares 13 Value ($000) $1 Avg Close $33.26 Range $20.60 - $45.71
Q3 2022
Shares 300 Value ($000) $6 Avg Close $26.90 Range $20.22 - $37.67
Q2 2022
Shares 300 Value ($000) $9 Avg Close $59.55 Range $25.43 - $116.90
Q1 2022
Shares 300 Value ($000) $33 Avg Close $115.22 Range $75.15 - $161.00
Q4 2021
Shares 200 Value ($000) $30 Avg Close $249.80 Range $128.45 - $401.49
Q3 2021
Shares 250 Value ($000) $79 Avg Close $197.24 Range $107.26 - $346.54