UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Strategic Family Wealth Counselors, L.L.C.'s Holding History (CIK: 0001729755)

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

Q4 2025
Shares 7,992 Value ($000) $357 Avg Close $46.04 Range $34.23 - $55.22
Q3 2025
Shares 7,992 Value ($000) $406 Avg Close $70.35 Range $50.10 - $87.30
Q2 2025
Shares 7,992 Value ($000) $517 Avg Close $49.03 Range $31.40 - $66.61
Q1 2025
Shares 7,992 Value ($000) $368 Avg Close $62.17 Range $43.24 - $96.43
Q4 2024
Shares 7,992 Value ($000) $492 Avg Close $62.34 Range $37.41 - $88.95
Q3 2024
Shares 7,992 Value ($000) $320 Avg Close $33.26 Range $20.60 - $45.71
Q1 2024
Shares 7,992 Value ($000) $215 Avg Close $29.57 Range $22.81 - $40.82
Q4 2023
Shares 7,992 Value ($000) $327 Avg Close $30.45 Range $19.84 - $49.62
Q3 2023
Shares 7,992 Value ($000) $228 Avg Close $40.19 Range $25.85 - $72.58
Q2 2023
Shares 7,992 Value ($000) $286 Avg Close $23.00 Range $11.93 - $38.84
Q2 2022
Shares 7,992 Value ($000) $253 Avg Close $59.55 Range $25.43 - $116.90
Q1 2022
Shares 7,992 Value ($000) $872 Avg Close $115.22 Range $75.15 - $161.00
Q4 2021
Shares 7,992 Value ($000) $1,209 Avg Close $249.80 Range $128.45 - $401.49
Q3 2021
Shares 7,992 Value ($000) $2,529 Avg Close $197.24 Range $107.26 - $346.54
Q2 2021
Shares 7,992 Value ($000) $998 Avg Close $123.07 Range $80.85 - $191.89