BANK AMERICA CORP

Ticker: BAC CUSIP: 060505104 Class: COM

Selective Wealth Management, Inc.'s Holding History (CIK: 0001755670)

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

Q4 2025

Shares 9,043 Value ($000) $476 Avg Close $52.67 Range $48.28 - $56.55

Q3 2025

Shares 9,782 Value ($000) $492 Avg Close $48.34 Range $44.27 - $52.61

Q2 2025

Shares 13,000 Value ($000) $609 Avg Close $41.45 Range $32.53 - $47.16

Q1 2025

Shares 13,569 Value ($000) $488 Avg Close $43.62 Range $38.53 - $46.89

Q4 2024

Shares 13,770 Value ($000) $630 Avg Close $42.83 Range $37.64 - $46.73

Q3 2024

Shares 15,135 Value ($000) $604 Avg Close $38.77 Range $33.93 - $42.91

Q2 2024

Shares 15,374 Value ($000) $637 Avg Close $36.84 Range $32.78 - $38.95

Q1 2024

Shares 16,662 Value ($000) $611 Avg Close $32.80 Range $29.80 - $36.47

Q4 2023

Shares 17,351 Value ($000) $586 Avg Close $27.61 Range $23.60 - $32.47

Q3 2023

Shares 17,017 Value ($000) $441 Avg Close $27.82 Range $25.54 - $30.81

Q2 2023

Shares 17,823 Value ($000) $511 Avg Close $26.62 Range $24.96 - $28.77

Q4 2022

Shares 23,674 Value ($000) $801 Avg Close $31.71 Range $26.93 - $35.47

Q3 2022

Shares 17,582 Value ($000) $531 Avg Close $30.59 Range $27.09 - $33.72

Q2 2022

Shares 32,232 Value ($000) $1,003 Avg Close $32.74 Range $27.97 - $37.89

Q1 2022

Shares 32,439 Value ($000) $1,337 Avg Close $40.82 Range $34.65 - $45.26

Q4 2021

Shares 35,738 Value ($000) $1,590 Avg Close $41.02 Range $38.05 - $43.77

Q3 2021

Shares 36,918 Value ($000) $1,567 Avg Close $36.09 Range $32.65 - $39.59

Q2 2021

Shares 60,976 Value ($000) $2,514 Avg Close $36.56 Range $33.32 - $38.90

Q1 2021

Shares 86,252 Value ($000) $3,337 Avg Close $30.64 Range $26.21 - $35.60

Q4 2020

Shares 93,650 Value ($000) $2,839 Avg Close $23.66 Range $20.36 - $27.07

Q3 2020

Shares 85,948 Value ($000) $2,070 Avg Close $21.82 Range $19.58 - $24.27

Q2 2020

Shares 84,846 Value ($000) $2,015 Avg Close $20.57 Range $16.95 - $25.37

Q1 2020

Shares 1,468 Value ($000) $31 Avg Close $25.91 Range $15.59 - $30.79

Q4 2019

Shares 1,468 Value ($000) $52 Avg Close $27.79 Range $23.31 - $30.83

Q3 2019

Shares 1,468 Value ($000) $43 Avg Close $24.57 Range $22.35 - $26.50

Q3 2018

Shares 1,360 Value ($000) $40 Avg Close $25.47 Range $23.08 - $26.65

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,043	$476	$52.67	$48.28 - $56.55
Q3 2025	9,782	$492	$48.34	$44.27 - $52.61
Q2 2025	13,000	$609	$41.45	$32.53 - $47.16
Q1 2025	13,569	$488	$43.62	$38.53 - $46.89
Q4 2024	13,770	$630	$42.83	$37.64 - $46.73
Q3 2024	15,135	$604	$38.77	$33.93 - $42.91
Q2 2024	15,374	$637	$36.84	$32.78 - $38.95
Q1 2024	16,662	$611	$32.80	$29.80 - $36.47
Q4 2023	17,351	$586	$27.61	$23.60 - $32.47
Q3 2023	17,017	$441	$27.82	$25.54 - $30.81
Q2 2023	17,823	$511	$26.62	$24.96 - $28.77
Q4 2022	23,674	$801	$31.71	$26.93 - $35.47
Q3 2022	17,582	$531	$30.59	$27.09 - $33.72
Q2 2022	32,232	$1,003	$32.74	$27.97 - $37.89
Q1 2022	32,439	$1,337	$40.82	$34.65 - $45.26
Q4 2021	35,738	$1,590	$41.02	$38.05 - $43.77
Q3 2021	36,918	$1,567	$36.09	$32.65 - $39.59
Q2 2021	60,976	$2,514	$36.56	$33.32 - $38.90
Q1 2021	86,252	$3,337	$30.64	$26.21 - $35.60
Q4 2020	93,650	$2,839	$23.66	$20.36 - $27.07
Q3 2020	85,948	$2,070	$21.82	$19.58 - $24.27
Q2 2020	84,846	$2,015	$20.57	$16.95 - $25.37
Q1 2020	1,468	$31	$25.91	$15.59 - $30.79
Q4 2019	1,468	$52	$27.79	$23.31 - $30.83
Q3 2019	1,468	$43	$24.57	$22.35 - $26.50
Q3 2018	1,360	$40	$25.47	$23.08 - $26.65