UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Wealth Management Associates, Inc.'s Holding History (CIK: 0002067339)

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

Q2 2025

Shares 4,170 Value ($000) $270 Avg Close $49.03 Range $31.40 - $66.61

Q4 2021

Shares 1,574 Value ($000) $238 Avg Close $249.80 Range $128.45 - $401.49

Q3 2021

Shares 1,397 Value ($000) $442 Avg Close $197.24 Range $107.26 - $346.54

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	4,170	$270	$49.03	$31.40 - $66.61
Q4 2021	1,574	$238	$249.80	$128.45 - $401.49
Q3 2021	1,397	$442	$197.24	$107.26 - $346.54