CSPIA

Cary Street Partners Investment Advisory’s Upstart Holdings UPST Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5	Closed	-$143	–	1739
2023 Q3	$143	Buy	+5	New	+$143	﹤0.01%	1840
2023 Q2	–	Sell	-17	Closed	-$270	–	1798
2023 Q1	$270	Hold	17	–	–	﹤0.01%	1635
2022 Q4	$225	Buy	+17	New	+$225	﹤0.01%	1652