UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q2 2025

Shares 12,834 Value ($000) $830 Avg Close $49.03 Range $31.40 - $66.61

Q1 2025

Shares 12,707 Value ($000) $585 Avg Close $62.17 Range $43.24 - $96.43

Q4 2024

Shares 12,333 Value ($000) $759 Avg Close $62.34 Range $37.41 - $88.95

Q3 2024

Shares 58,743 Value ($000) $2,350 Avg Close $33.26 Range $20.60 - $45.71

Q2 2024

Shares 59,009 Value ($000) $1,392 Avg Close $24.13 Range $20.68 - $30.17

Q1 2024

Shares 58,603 Value ($000) $1,576 Avg Close $29.57 Range $22.81 - $40.82

Q4 2023

Shares 58,657 Value ($000) $2,397 Avg Close $30.45 Range $19.84 - $49.62

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	12,834	$830	$49.03	$31.40 - $66.61
Q1 2025	12,707	$585	$62.17	$43.24 - $96.43
Q4 2024	12,333	$759	$62.34	$37.41 - $88.95
Q3 2024	58,743	$2,350	$33.26	$20.60 - $45.71
Q2 2024	59,009	$1,392	$24.13	$20.68 - $30.17
Q1 2024	58,603	$1,576	$29.57	$22.81 - $40.82
Q4 2023	58,657	$2,397	$30.45	$19.84 - $49.62