VISA INC

Ticker: V CUSIP: 92826C839 Class: Common Stock

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q4 2025

Shares 1,123 Value ($000) $394 Avg Close $340.38 Range $318.00 - $356.73

Q3 2025

Shares 1,116 Value ($000) $381 Avg Close $345.14 Range $327.47 - $358.32

Q2 2025

Shares 1,116 Value ($000) $396 Avg Close $346.99 Range $297.39 - $374.11

Q1 2025

Shares 1,116 Value ($000) $391 Avg Close $336.32 Range $301.70 - $364.57

Q4 2024

Shares 918 Value ($000) $290 Avg Close $298.33 Range $270.80 - $319.35

Q3 2024

Shares 918 Value ($000) $252 Avg Close $267.71 Range $249.94 - $290.45

Q2 2024

Shares 912 Value ($000) $239 Avg Close $270.83 Range $258.40 - $279.39

Q1 2024

Shares 928 Value ($000) $259 Avg Close $272.36 Range $253.11 - $287.25

Q4 2023

Shares 1,223 Value ($000) $318 Avg Close $242.67 Range $223.98 - $259.41

Q3 2023

Shares 1,262 Value ($000) $290 Avg Close $236.17 Range $223.46 - $245.89

Q2 2023

Shares 1,304 Value ($000) $310 Avg Close $224.44 Range $212.14 - $233.87

Q1 2023

Shares 2,903 Value ($000) $655 Avg Close $217.85 Range $201.55 - $229.06

Q4 2022

Shares 3,915 Value ($000) $813 Avg Close $196.98 Range $170.32 - $215.06

Q3 2022

Shares 3,900 Value ($000) $693 Avg Close $198.34 Range $170.54 - $212.34

Q2 2022

Shares 3,900 Value ($000) $768 Avg Close $201.06 Range $181.03 - $222.80

Q1 2022

Shares 3,945 Value ($000) $875 Avg Close $210.05 Range $181.42 - $228.85

Q4 2021

Shares 4,141 Value ($000) $897 Avg Close $208.13 Range $184.46 - $229.52

Q3 2021

Shares 4,435 Value ($000) $988 Avg Close $226.99 Range $209.52 - $244.40

Q2 2021

Shares 4,621 Value ($000) $1,080 Avg Close $220.99 Range $205.06 - $230.68

Q1 2021

Shares 4,990 Value ($000) $1,057 Avg Close $203.18 Range $185.94 - $220.44

Q4 2020

Shares 5,530 Value ($000) $1,210 Avg Close $197.22 Range $172.59 - $212.54

Q3 2020

Shares 5,531 Value ($000) $1,106 Avg Close $192.21 Range $179.97 - $209.29

Q2 2020

Shares 5,761 Value ($000) $1,113 Avg Close $175.53 Range $144.56 - $194.39

Q1 2020

Shares 1,422 Value ($000) $229 Avg Close $180.69 Range $128.56 - $205.58

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,123	$394	$340.38	$318.00 - $356.73
Q3 2025	1,116	$381	$345.14	$327.47 - $358.32
Q2 2025	1,116	$396	$346.99	$297.39 - $374.11
Q1 2025	1,116	$391	$336.32	$301.70 - $364.57
Q4 2024	918	$290	$298.33	$270.80 - $319.35
Q3 2024	918	$252	$267.71	$249.94 - $290.45
Q2 2024	912	$239	$270.83	$258.40 - $279.39
Q1 2024	928	$259	$272.36	$253.11 - $287.25
Q4 2023	1,223	$318	$242.67	$223.98 - $259.41
Q3 2023	1,262	$290	$236.17	$223.46 - $245.89
Q2 2023	1,304	$310	$224.44	$212.14 - $233.87
Q1 2023	2,903	$655	$217.85	$201.55 - $229.06
Q4 2022	3,915	$813	$196.98	$170.32 - $215.06
Q3 2022	3,900	$693	$198.34	$170.54 - $212.34
Q2 2022	3,900	$768	$201.06	$181.03 - $222.80
Q1 2022	3,945	$875	$210.05	$181.42 - $228.85
Q4 2021	4,141	$897	$208.13	$184.46 - $229.52
Q3 2021	4,435	$988	$226.99	$209.52 - $244.40
Q2 2021	4,621	$1,080	$220.99	$205.06 - $230.68
Q1 2021	4,990	$1,057	$203.18	$185.94 - $220.44
Q4 2020	5,530	$1,210	$197.22	$172.59 - $212.54
Q3 2020	5,531	$1,106	$192.21	$179.97 - $209.29
Q2 2020	5,761	$1,113	$175.53	$144.56 - $194.39
Q1 2020	1,422	$229	$180.69	$128.56 - $205.58