UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025

Shares 197 Value ($000) $9 Avg Close $46.04 Range $34.23 - $55.22

Q3 2025

Shares 425 Value ($000) $22 Avg Close $70.35 Range $50.10 - $87.30

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	197	$9	$46.04	$34.23 - $55.22
Q3 2025	425	$22	$70.35	$50.10 - $87.30