Vanguard Personalized Indexing Management’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$383K	Buy	14,939 +2,600	+21%	+$91.5K	﹤0.01%	1468
2025 Q4	$540K	Buy	12,339 +1,983	+19%	+$91.3K	0.01%	1213
2025 Q3	$526K	Buy	10,356 +3,169	+44%	+$223K	0.01%	1219
2025 Q2	$465K	Buy	7,187 +1,257	+21%	+$61.6K	0.01%	1234
2025 Q1	$273K	Buy	5,930 +404	+7%	+$25.1K	﹤0.01%	1383
2024 Q4	$340K	Buy	5,526 +131	+2%	+$8.17K	0.01%	1285
2024 Q3	$216K	Buy	+5,395	New	+$179K	﹤0.01%	1495
2022 Q3	–	Sell	-8,145	Closed	-$258K	–	1312
2022 Q2	$258K	Buy	8,145 +2,750	+51%	+$164K	0.01%	1029
2022 Q1	$589K	Buy	5,395 +1,732	+47%	+$200K	0.03%	753
2021 Q4	$554K	Buy	3,663 +998	+37%	+$249K	0.03%	665
2021 Q3	$843K	Buy	2,665 +183	+7%	+$36.1K	0.08%	278
2021 Q2	$310K	Buy	+2,482	New	+$305K	0.03%	718