UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Joel Isaacson & Co., LLC's Holding History (CIK: 0001599330)

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

Q3 2025
Shares 4,000 Value ($000) $203 Avg Close $70.35 Range $50.10 - $87.30
Q2 2025
Shares 4,000 Value ($000) $259 Avg Close $49.03 Range $31.40 - $66.61