BANK AMERICA CORP

Ticker: BAC CUSIP: 060505104 Class: COM

SAX WEALTH ADVISORS, LLC's Holding History (CIK: 0001846150)

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

Q4 2025

Shares 21,689 Value ($000) $1,193 Avg Close $52.67 Range $48.28 - $56.55

Q3 2025

Shares 19,569 Value ($000) $1,010 Avg Close $48.34 Range $44.27 - $52.61

Q2 2025

Shares 24,660 Value ($000) $1,167 Avg Close $41.45 Range $32.53 - $47.16

Q1 2025

Shares 12,739 Value ($000) $532 Avg Close $43.62 Range $38.53 - $46.89

Q4 2024

Shares 12,417 Value ($000) $546 Avg Close $42.83 Range $37.64 - $46.73

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	21,689	$1,193	$52.67	$48.28 - $56.55
Q3 2025	19,569	$1,010	$48.34	$44.27 - $52.61
Q2 2025	24,660	$1,167	$41.45	$32.53 - $47.16
Q1 2025	12,739	$532	$43.62	$38.53 - $46.89
Q4 2024	12,417	$546	$42.83	$37.64 - $46.73