Simplicity Solutions’s Upstart Holdings UPST Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,971	Closed	-$624K	–	610
2021 Q3	$624K	Buy	1,971 +94	+5%	+$29.8K	0.1%	236
2021 Q2	$234K	Buy	+1,877	New	+$234K	0.05%	462