VISA INC

Ticker: V CUSIP: 92826C839 Class: Common Stock

Concord Wealth Partners's Holding History (CIK: 0001814214)

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

Q4 2025

Shares 9,801 Value ($000) $3,437 Avg Close $340.38 Range $318.00 - $356.73

Q3 2025

Shares 9,305 Value ($000) $3,177 Avg Close $345.14 Range $327.47 - $358.32

Q2 2025

Shares 9,295 Value ($000) $3,300 Avg Close $346.99 Range $297.39 - $374.11

Q1 2025

Shares 9,537 Value ($000) $3,342 Avg Close $336.32 Range $301.70 - $364.57

Q4 2024

Shares 9,199 Value ($000) $2,907 Avg Close $298.33 Range $270.80 - $319.35

Q3 2024

Shares 9,685 Value ($000) $2,663 Avg Close $267.71 Range $249.94 - $290.45

Q2 2024

Shares 8,833 Value ($000) $2,318 Avg Close $270.83 Range $258.40 - $279.39

Q1 2024

Shares 8,496 Value ($000) $2,371 Avg Close $272.36 Range $253.11 - $287.25

Q4 2023

Shares 6,571 Value ($000) $1,711 Avg Close $242.67 Range $223.98 - $259.41

Q3 2023

Shares 5,345 Value ($000) $1,229 Avg Close $236.17 Range $223.46 - $245.89

Q2 2023

Shares 4,932 Value ($000) $1,171 Avg Close $224.44 Range $212.14 - $233.87

Q1 2023

Shares 3,290 Value ($000) $742 Avg Close $217.85 Range $201.55 - $229.06

Q4 2022

Shares 3,299 Value ($000) $685 Avg Close $196.98 Range $170.32 - $215.06

Q3 2022

Shares 4,357 Value ($000) $774 Avg Close $198.34 Range $170.54 - $212.34

Q2 2022

Shares 4,380 Value ($000) $862 Avg Close $201.06 Range $181.03 - $222.80

Q1 2022

Shares 4,199 Value ($000) $931 Avg Close $210.05 Range $181.42 - $228.85

Q4 2021

Shares 4,233 Value ($000) $917 Avg Close $208.13 Range $184.46 - $229.52

Q3 2021

Shares 2,572 Value ($000) $573 Avg Close $226.99 Range $209.52 - $244.40

Q2 2021

Shares 3,746 Value ($000) $876 Avg Close $220.99 Range $205.06 - $230.68

Q1 2021

Shares 3,864 Value ($000) $818 Avg Close $203.18 Range $185.94 - $220.44

Q4 2020

Shares 2,519 Value ($000) $551 Avg Close $197.22 Range $172.59 - $212.54

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,801	$3,437	$340.38	$318.00 - $356.73
Q3 2025	9,305	$3,177	$345.14	$327.47 - $358.32
Q2 2025	9,295	$3,300	$346.99	$297.39 - $374.11
Q1 2025	9,537	$3,342	$336.32	$301.70 - $364.57
Q4 2024	9,199	$2,907	$298.33	$270.80 - $319.35
Q3 2024	9,685	$2,663	$267.71	$249.94 - $290.45
Q2 2024	8,833	$2,318	$270.83	$258.40 - $279.39
Q1 2024	8,496	$2,371	$272.36	$253.11 - $287.25
Q4 2023	6,571	$1,711	$242.67	$223.98 - $259.41
Q3 2023	5,345	$1,229	$236.17	$223.46 - $245.89
Q2 2023	4,932	$1,171	$224.44	$212.14 - $233.87
Q1 2023	3,290	$742	$217.85	$201.55 - $229.06
Q4 2022	3,299	$685	$196.98	$170.32 - $215.06
Q3 2022	4,357	$774	$198.34	$170.54 - $212.34
Q2 2022	4,380	$862	$201.06	$181.03 - $222.80
Q1 2022	4,199	$931	$210.05	$181.42 - $228.85
Q4 2021	4,233	$917	$208.13	$184.46 - $229.52
Q3 2021	2,572	$573	$226.99	$209.52 - $244.40
Q2 2021	3,746	$876	$220.99	$205.06 - $230.68
Q1 2021	3,864	$818	$203.18	$185.94 - $220.44
Q4 2020	2,519	$551	$197.22	$172.59 - $212.54