UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Falcon Wealth Planning's Holding History (CIK: 0001839850)

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

Q4 2025

Shares 30,365 Value ($000) $1,328 Avg Close $46.04 Range $34.23 - $55.22

Q3 2025

Shares 31,361 Value ($000) $1,593 Avg Close $70.35 Range $50.10 - $87.30

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	30,365	$1,328	$46.04	$34.23 - $55.22
Q3 2025	31,361	$1,593	$70.35	$50.10 - $87.30