UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Simplicity Wealth,LLC's Holding History (CIK: 0001913243)

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

Q4 2025

Shares 21,579 Value ($000) $944 Avg Close $46.04 Range $34.23 - $55.22

Q3 2025

Shares 27,967 Value ($000) $1,421 Avg Close $70.35 Range $50.10 - $87.30

Q1 2025

Shares 37,197 Value ($000) $1,712 Avg Close $62.17 Range $43.24 - $96.43

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	21,579	$944	$46.04	$34.23 - $55.22
Q3 2025	27,967	$1,421	$70.35	$50.10 - $87.30
Q1 2025	37,197	$1,712	$62.17	$43.24 - $96.43