CIBC World Markets’s Upstart Holdings UPST Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$671K	Sell	10,378 -7,380	-42%	-$477K	﹤0.01%	690
2025 Q1	$817K	Buy	17,758 +10,410	+142%	+$479K	0.01%	767
2024 Q4	$452K	Buy	+7,348	New	+$452K	﹤0.01%	754