UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q3 2025

Shares 4,210 Value ($000) $214 Avg Close $70.35 Range $50.10 - $87.30

Q2 2025

Shares 4,210 Value ($000) $272 Avg Close $49.03 Range $31.40 - $66.61

Q4 2024

Shares 4,561 Value ($000) $281 Avg Close $62.34 Range $37.41 - $88.95

Q3 2024

Shares 10,399 Value ($000) $416 Avg Close $33.26 Range $20.60 - $45.71

Q2 2024

Shares 9,176 Value ($000) $216 Avg Close $24.13 Range $20.68 - $30.17

Q1 2024

Shares 7,916 Value ($000) $213 Avg Close $29.57 Range $22.81 - $40.82

Q4 2023

Shares 6,780 Value ($000) $277 Avg Close $30.45 Range $19.84 - $49.62

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	4,210	$214	$70.35	$50.10 - $87.30
Q2 2025	4,210	$272	$49.03	$31.40 - $66.61
Q4 2024	4,561	$281	$62.34	$37.41 - $88.95
Q3 2024	10,399	$416	$33.26	$20.60 - $45.71
Q2 2024	9,176	$216	$24.13	$20.68 - $30.17
Q1 2024	7,916	$213	$29.57	$22.81 - $40.82
Q4 2023	6,780	$277	$30.45	$19.84 - $49.62