UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Keudell/Morrison Wealth Management's Holding History (CIK: 0001785498)

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

Q2 2025

Shares 3,450 Value ($000) $223 Avg Close $49.03 Range $31.40 - $66.61

Q4 2024

Shares 3,450 Value ($000) $212 Avg Close $62.34 Range $37.41 - $88.95

Q1 2022

Shares 3,450 Value ($000) $376 Avg Close $115.22 Range $75.15 - $161.00

Q4 2021

Shares 2,550 Value ($000) $386 Avg Close $249.80 Range $128.45 - $401.49

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	3,450	$223	$49.03	$31.40 - $66.61
Q4 2024	3,450	$212	$62.34	$37.41 - $88.95
Q1 2022	3,450	$376	$115.22	$75.15 - $161.00
Q4 2021	2,550	$386	$249.80	$128.45 - $401.49