BANK AMERICA CORP

Ticker: BAC CUSIP: 060505104 Class: COM

CM WEALTH ADVISORS LLC's Holding History (CIK: 0001764581)

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

Q4 2025

Shares 12,548 Value ($000) $690 Avg Close $52.67 Range $48.28 - $56.55

Q1 2024

Shares 15,000 Value ($000) $568 Avg Close $32.80 Range $29.80 - $36.47

Q2 2023

Shares 11,298 Value ($000) $360 Avg Close $26.62 Range $24.96 - $28.77

Q1 2023

Shares 64,823 Value ($000) $2 Avg Close $30.57 Range $24.49 - $34.20

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	12,548	$690	$52.67	$48.28 - $56.55
Q1 2024	15,000	$568	$32.80	$29.80 - $36.47
Q2 2023	11,298	$360	$26.62	$24.96 - $28.77
Q1 2023	64,823	$2	$30.57	$24.49 - $34.20