Bank of America Corporation, through its subsidiaries, provides banking and financial products and services for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments worldwide. Its Consumer Banking segment offers traditional and money market savings accounts, certificates of deposit and IRAs, noninterest-and interest-bearing checking accounts, and investment accounts and products; and credit and debit cards, residential mortgages, and home equity loans, as well as direct and indirect loans, such as automotive, recreational vehicle, and consumer personal loans. The company's Global Wealth & Investment Management segment offers investment management, brokerage, banking, and trust and retirement products and services; and wealth management solutions, as well as customized solutions, including specialty asset management services. Its Global Banking segment provides lending products and services, including commercial loans, leases, commitment facilities, trade finance, and commercial real estate and asset-based lending; treasury solutions, such as treasury management, foreign exchange, and short-term investing options and merchant services; working capital management solutions; and debt and equity underwriting and distribution, and merger-related and other advisory services. The company's Global Markets segment offers market-making, financing, securities clearing, settlement, and custody services, as well as risk management products using interest rate, equity, credit, currency and commodity derivatives, foreign exchange, fixed-income, and mortgage-related products. As of December 31, 2021, it served approximately 67 million consumer and small business clients with approximately 4,200 retail financial centers; approximately 16,000 ATMs; and digital banking platforms with approximately 41 million active users. The company was founded in 1784 and is based in Charlotte, North Carolina.

Investor	Date	% Owned	Market Value	Shares	Chg. Shares	Chg. Shares %	% Portfolio
Fidelity Greenwood Street Trust - Fidelity SAI Alternative Risk Premia Strategy Fund	2024-05-31	30.57063%	$94.86B	2.37B	2.37B	New Buy	99.94%
Berkshire Hathaway Inc.	2024-09-10	11.05963%	$34.32B	858.18M	-174.67M	-16.91%	—
The Vanguard Group, Inc.	2024-06-30	8.26891%	$25.66B	641.63M	-2.83M	-0.44%	0.38%
BlackRock, Inc.	2024-06-30	6.09722%	$18.92B	473.12M	-14.55M	-2.98%	0.3%
State Street Global Advisors, Inc.	2024-06-30	3.70884%	$11.51B	287.79M	-4.71M	-1.61%	0.42%
Vanguard Index Funds - Vanguard Total Stock Market ETF
Vanguard Index Funds - Vanguard S&P 500 ETF
FMR LLC
Geode Capital Management, LLC
Norges Bank Investment Management
Government Pension Fund Global
JP Morgan Asset Management
T. Rowe Price Group, Inc.
Fidelity Concord Street Trust - Fidelity 500 Index Fund
SPDR S&P 500 ETF Trust
iShares Trust - iShares Core S&P 500 ETF
Morgan Stanley, Investment Banking and Brokerage Investments
Capital Research and Management Company
UBS Asset Management AG
Northern Trust Global Investments

Bank of America Corporation

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