Charles Schwab’s Upstream Bio, Inc. Common Stock UPB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.96M	Buy	178,253 +46,080	+35%	+$506K	﹤0.01%	2675
2025 Q1	$809K	Sell	132,173 -3,150	-2%	-$19.3K	﹤0.01%	2914
2024 Q4	$2.22M	Buy	+135,323	New	+$2.22M	﹤0.01%	2643