BANK AMERICA CORP

Ticker: BAC CUSIP: 060505104 Class: COM

Independent Solutions Wealth Management, LLC's Holding History (CIK: 0001818391)

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

Q4 2025

Shares 62,100 Value ($000) $3,416 Avg Close $52.67 Range $48.28 - $56.55

Q3 2025

Shares 65,679 Value ($000) $3,388 Avg Close $48.34 Range $44.27 - $52.61

Q2 2025

Shares 60,967 Value ($000) $2,885 Avg Close $41.45 Range $32.53 - $47.16

Q1 2025

Shares 62,933 Value ($000) $2,626 Avg Close $43.62 Range $38.53 - $46.89

Q4 2024

Shares 70,252 Value ($000) $3,088 Avg Close $42.83 Range $37.64 - $46.73

Q3 2024

Shares 68,147 Value ($000) $2,704 Avg Close $38.77 Range $33.93 - $42.91

Q2 2024

Shares 70,400 Value ($000) $2,800 Avg Close $36.84 Range $32.78 - $38.95

Q1 2024

Shares 71,568 Value ($000) $2,714 Avg Close $32.80 Range $29.80 - $36.47

Q4 2023

Shares 70,808 Value ($000) $2,384 Avg Close $27.61 Range $23.60 - $32.47

Q3 2023

Shares 47,598 Value ($000) $1,303 Avg Close $27.82 Range $25.54 - $30.81

Q2 2023

Shares 19,950 Value ($000) $572 Avg Close $26.62 Range $24.96 - $28.77

Q1 2023

Shares 20,206 Value ($000) $578 Avg Close $30.57 Range $24.49 - $34.20

Q4 2022

Shares 20,550 Value ($000) $681 Avg Close $31.71 Range $26.93 - $35.47

Q3 2022

Shares 20,800 Value ($000) $628 Avg Close $30.59 Range $27.09 - $33.72

Q2 2022

Shares 13,622 Value ($000) $424 Avg Close $32.74 Range $27.97 - $37.89

Q1 2022

Shares 14,249 Value ($000) $587 Avg Close $40.82 Range $34.65 - $45.26

Q4 2021

Shares 14,249 Value ($000) $634 Avg Close $41.02 Range $38.05 - $43.77

Q3 2021

Shares 14,639 Value ($000) $621 Avg Close $36.09 Range $32.65 - $39.59

Q2 2021

Shares 19,227 Value ($000) $793 Avg Close $36.56 Range $33.32 - $38.90

Q1 2021

Shares 14,863 Value ($000) $575 Avg Close $30.64 Range $26.21 - $35.60

Q4 2020

Shares 14,580 Value ($000) $442 Avg Close $23.66 Range $20.36 - $27.07

Q3 2020

Shares 15,742 Value ($000) $379 Avg Close $21.82 Range $19.58 - $24.27

Q2 2020

Shares 16,405 Value ($000) $390 Avg Close $20.57 Range $16.95 - $25.37

Q1 2020

Shares 16,165 Value ($000) $343 Avg Close $25.91 Range $15.59 - $30.79

Q4 2019

Shares 16,665 Value ($000) $587 Avg Close $27.79 Range $23.31 - $30.83

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	62,100	$3,416	$52.67	$48.28 - $56.55
Q3 2025	65,679	$3,388	$48.34	$44.27 - $52.61
Q2 2025	60,967	$2,885	$41.45	$32.53 - $47.16
Q1 2025	62,933	$2,626	$43.62	$38.53 - $46.89
Q4 2024	70,252	$3,088	$42.83	$37.64 - $46.73
Q3 2024	68,147	$2,704	$38.77	$33.93 - $42.91
Q2 2024	70,400	$2,800	$36.84	$32.78 - $38.95
Q1 2024	71,568	$2,714	$32.80	$29.80 - $36.47
Q4 2023	70,808	$2,384	$27.61	$23.60 - $32.47
Q3 2023	47,598	$1,303	$27.82	$25.54 - $30.81
Q2 2023	19,950	$572	$26.62	$24.96 - $28.77
Q1 2023	20,206	$578	$30.57	$24.49 - $34.20
Q4 2022	20,550	$681	$31.71	$26.93 - $35.47
Q3 2022	20,800	$628	$30.59	$27.09 - $33.72
Q2 2022	13,622	$424	$32.74	$27.97 - $37.89
Q1 2022	14,249	$587	$40.82	$34.65 - $45.26
Q4 2021	14,249	$634	$41.02	$38.05 - $43.77
Q3 2021	14,639	$621	$36.09	$32.65 - $39.59
Q2 2021	19,227	$793	$36.56	$33.32 - $38.90
Q1 2021	14,863	$575	$30.64	$26.21 - $35.60
Q4 2020	14,580	$442	$23.66	$20.36 - $27.07
Q3 2020	15,742	$379	$21.82	$19.58 - $24.27
Q2 2020	16,405	$390	$20.57	$16.95 - $25.37
Q1 2020	16,165	$343	$25.91	$15.59 - $30.79
Q4 2019	16,665	$587	$27.79	$23.31 - $30.83