VISA INC

Ticker: V CUSIP: 92826C839 Class: Common Stock

Heritage Wealth Management, Inc.'s Holding History (CIK: 0001944755)

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

Q4 2025

Shares 2,840 Value ($000) $996 Avg Close $340.38 Range $318.00 - $356.73

Q3 2025

Shares 2,878 Value ($000) $982 Avg Close $345.14 Range $327.47 - $358.32

Q2 2025

Shares 2,880 Value ($000) $1,023 Avg Close $346.99 Range $297.39 - $374.11

Q1 2025

Shares 2,885 Value ($000) $1,011 Avg Close $336.32 Range $301.70 - $364.57

Q4 2024

Shares 2,665 Value ($000) $842 Avg Close $298.33 Range $270.80 - $319.35

Q3 2024

Shares 2,665 Value ($000) $733 Avg Close $267.71 Range $249.94 - $290.45

Q2 2024

Shares 2,665 Value ($000) $721 Avg Close $270.83 Range $258.40 - $279.39

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,840	$996	$340.38	$318.00 - $356.73
Q3 2025	2,878	$982	$345.14	$327.47 - $358.32
Q2 2025	2,880	$1,023	$346.99	$297.39 - $374.11
Q1 2025	2,885	$1,011	$336.32	$301.70 - $364.57
Q4 2024	2,665	$842	$298.33	$270.80 - $319.35
Q3 2024	2,665	$733	$267.71	$249.94 - $290.45
Q2 2024	2,665	$721	$270.83	$258.40 - $279.39