Fiducient Advisors’s Upstart Holdings UPST Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-14,000	Closed	-$560K	–	159
2024 Q3	$560K	Sell	14,000 -4,000	-22%	-$160K	0.06%	85
2024 Q2	$425K	Buy	18,000 +7,000	+64%	+$165K	0.06%	91
2024 Q1	$296K	Buy	+11,000	New	+$296K	0.06%	108