UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Bogart Wealth, LLC's Holding History (CIK: 0001715740)

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

Q4 2025

Shares 1,000 Value ($000) $44 Avg Close $46.04 Range $34.23 - $55.22

Q2 2025

Shares 1,200 Value ($000) $78 Avg Close $49.03 Range $31.40 - $66.61

Q1 2025

Shares 500 Value ($000) $23 Avg Close $62.17 Range $43.24 - $96.43

Q2 2024

Shares 3,500 Value ($000) $83 Avg Close $24.13 Range $20.68 - $30.17

Q3 2022

Shares 15 Value ($000) $0 Avg Close $26.90 Range $20.22 - $37.67

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,000	$44	$46.04	$34.23 - $55.22
Q2 2025	1,200	$78	$49.03	$31.40 - $66.61
Q1 2025	500	$23	$62.17	$43.24 - $96.43
Q2 2024	3,500	$83	$24.13	$20.68 - $30.17
Q3 2022	15	$0	$26.90	$20.22 - $37.67