Synergy Financial Group’s Visa V Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$277K	Buy	779 +1	+0.1%	+$355	0.2%	94
2025 Q1	$273K	Buy	778 +40	+5%	+$14K	0.24%	84
2024 Q4	$233K	Buy	+738	New	+$233K	0.19%	90