UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Cape Investment Advisory, Inc.'s Holding History (CIK: 0001944437)

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

Q4 2023

Shares 104 Value ($000) $4 Avg Close $30.45 Range $19.84 - $49.62

Q3 2023

Shares 40 Value ($000) $1 Avg Close $40.19 Range $25.85 - $72.58

Q2 2023

Shares 40 Value ($000) $1 Avg Close $23.00 Range $11.93 - $38.84

Q1 2023

Shares 40 Value ($000) $1 Avg Close $16.82 Range $12.53 - $26.35

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2023	104	$4	$30.45	$19.84 - $49.62
Q3 2023	40	$1	$40.19	$25.85 - $72.58
Q2 2023	40	$1	$23.00	$11.93 - $38.84
Q1 2023	40	$1	$16.82	$12.53 - $26.35