UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q3 2025
Shares 6,227 Value ($000) $316 Avg Close $70.35 Range $50.10 - $87.30
Q2 2025
Shares 7,777 Value ($000) $503 Avg Close $49.03 Range $31.40 - $66.61
Q1 2025
Shares 4,628 Value ($000) $213 Avg Close $62.17 Range $43.24 - $96.43
Q4 2024
Shares 4,065 Value ($000) $250 Avg Close $62.34 Range $37.41 - $88.95
Q1 2022
Shares 2,570 Value ($000) $280 Avg Close $115.22 Range $75.15 - $161.00
Q4 2021
Shares 1,807 Value ($000) $273 Avg Close $249.80 Range $128.45 - $401.49
Q3 2021
Shares 1,105 Value ($000) $350 Avg Close $197.24 Range $107.26 - $346.54