BANK AMERICA CORP

Ticker: BAC CUSIP: 060505104 Class: COM

Heritage Wealth Management, Inc. /CA/'s Holding History (CIK: 0002012170)

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

Q1 2024
Shares 4,663 Value ($000) $177 Avg Close $32.80 Range $29.80 - $36.47
Q4 2023
Shares 4,759 Value ($000) $160 Avg Close $27.61 Range $23.60 - $32.47