UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 16 Value ($000) $1 Avg Close $46.04 Range $34.23 - $55.22
Q3 2025
Shares 1,051 Value ($000) $49 Avg Close $70.35 Range $50.10 - $87.30
Q2 2025
Shares 11 Value ($000) $1 Avg Close $49.03 Range $31.40 - $66.61
Q1 2025
Shares 11 Value ($000) $0 Avg Close $62.17 Range $43.24 - $96.43
Q4 2024
Shares 11 Value ($000) $1 Avg Close $62.34 Range $37.41 - $88.95
Q3 2024
Shares 11 Value ($000) $1 Avg Close $33.26 Range $20.60 - $45.71
Q3 2023
Shares 4 Value ($000) $0 Avg Close $40.19 Range $25.85 - $72.58
Q2 2023
Shares 4 Value ($000) $0 Avg Close $23.00 Range $11.93 - $38.84
Q4 2022
Shares 4 Value ($000) $0 Avg Close $19.32 Range $12.01 - $26.09