UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

True Wealth Design, LLC's Holding History (CIK: 0001966033)

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

Q4 2025
Shares 69 Value ($000) $3 Avg Close $46.04 Range $34.23 - $55.22
Q3 2025
Shares 82 Value ($000) $4 Avg Close $70.35 Range $50.10 - $87.30
Q2 2025
Shares 82 Value ($000) $5 Avg Close $49.03 Range $31.40 - $66.61
Q1 2025
Shares 59 Value ($000) $3 Avg Close $62.17 Range $43.24 - $96.43
Q4 2024
Shares 56 Value ($000) $3 Avg Close $62.34 Range $37.41 - $88.95
Q3 2024
Shares 55 Value ($000) $2 Avg Close $33.26 Range $20.60 - $45.71