BANK AMERICA CORP

CUSIP: 060505682 Class: 7.25%CNV PFD L

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

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

Q4 2025
Shares 330 Value ($000) $413 Avg Close — Range —
Q3 2025
Shares 340 Value ($000) $435 Avg Close — Range —
Q2 2025
Shares 360 Value ($000) $437 Avg Close — Range —
Q1 2025
Shares 360 Value ($000) $444 Avg Close — Range —