VEEVA SYS INC

Ticker: VEEV CUSIP: 922475108 Class: EQTY

Circle Wealth Management, LLC's Holding History (CIK: 0001578242)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 4,375 Value ($000) $977 Avg Close $265.35 Range $215.30 - $310.50

Q3 2025

Shares 6,819 Value ($000) $2,031 Avg Close $281.43 Range $262.85 - $299.95

Q2 2025

Shares 6,445 Value ($000) $1,856 Avg Close $248.00 Range $201.54 - $291.69

Q1 2025

Shares 7,435 Value ($000) $1,722 Avg Close $228.51 Range $208.74 - $247.62

Q4 2024

Shares 6,786 Value ($000) $1,427 Avg Close $219.92 Range $200.30 - $258.93

Q3 2024

Shares 7,613 Value ($000) $1,598 Avg Close $197.66 Range $177.41 - $226.47

Q2 2024

Shares 3,288 Value ($000) $602 Avg Close $198.49 Range $170.25 - $232.05

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,375	$977	$265.35	$215.30 - $310.50
Q3 2025	6,819	$2,031	$281.43	$262.85 - $299.95
Q2 2025	6,445	$1,856	$248.00	$201.54 - $291.69
Q1 2025	7,435	$1,722	$228.51	$208.74 - $247.62
Q4 2024	6,786	$1,427	$219.92	$200.30 - $258.93
Q3 2024	7,613	$1,598	$197.66	$177.41 - $226.47
Q2 2024	3,288	$602	$198.49	$170.25 - $232.05