UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Summit Trail Advisors, LLC's Holding History (CIK: 0001698478)

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

Q3 2025

Shares 5,688 Value ($000) $289 Avg Close $70.35 Range $50.10 - $87.30

Q2 2025

Shares 5,925 Value ($000) $383 Avg Close $49.03 Range $31.40 - $66.61

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	5,688	$289	$70.35	$50.10 - $87.30
Q2 2025	5,925	$383	$49.03	$31.40 - $66.61