UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's Holding History (CIK: 0001632972)

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

Q4 2025
Shares 5,830 Value ($000) $295 Avg Close $46.04 Range $34.23 - $55.22
Q3 2025
Shares 7,448 Value ($000) $386 Avg Close $70.35 Range $50.10 - $87.30
Q2 2025
Shares 7,230 Value ($000) $534 Avg Close $49.03 Range $31.40 - $66.61
Q1 2025
Shares 12,712 Value ($000) $585 Avg Close $62.17 Range $43.24 - $96.43
Q4 2024
Shares 4,614 Value ($000) $284 Avg Close $62.34 Range $37.41 - $88.95
Q4 2023
Shares 5,310 Value ($000) $217 Avg Close $30.45 Range $19.84 - $49.62