Primary Account Holder Address Account Number

Deloris Chadwick 1134 ANDERSON ST NW 411044239881

Member since Sept 25, 2023 Monthly Statement Period
WILSON, NC 27893 Jul 1, 2025 - Jul 31, 2025

Checking Account - 9881

Current Balance Current Interest Rate1 Monthly Interest Paid1

$4,099.81 0.50% $0.22

as of Jul 31, 2025

Beginning Balance Annual Percentage Yield Earned1 Year-to-date Interest Paid1

$9,055.24 0.50% $3.06

as of Jul 1, 2025

Current balances include the amount of interest paid.

Transaction Details
Balances below are the total funds resulting from the transaction(s) posted on that day.

Checking Account - 9881

DATE TYPE DESCRIPTION AMOUNT BALANCE

Jul 31, 2025 Interest Earned Interest earned $0.22 $4,099.81

Transaction ID: 269-1
Jul 31, 2025 Deposit From Savings - 3499 $24.00 $4,099.59
Transaction ID: 267-249411002
Jul 31, 2025 Deposit From Savings - 3499 $20.00 $4,075.59
Transaction ID: 265-246081002
Jul 30, 2025 Debit Card FAMILY DO 5901 N WAYSI -$95.96 $4,055.59
Transaction ID: 263-37109001
Jul 30, 2025 Direct Payment T.Rowe Price - 2025 Contribution -$5,000.00 $4,151.55
Transaction ID: 1455-17510065
Jul 30, 2025 Debit Card PAYPAL*BROOKS COURTN $965.00 $9,151.55
Transaction ID: 261-35123002

Contact Information

Website Mailing Address Contact Us

www.sofi.com SoFi Bank, N.A. (855) 456-SOFI (7634)

2750 East Cottonwood Parkway #300
Cottonwood Heights, Utah 84121

1
Interest accrues daily at the funds rate as described in your SoFi Bank Deposit Account Agreement (the “Customer Agreement”) and is paid on the last day of the Statement Period. The Annual Percentage Yield
Earned, as shown on your statement, may reflect account adjustments from previous statement periods.
2
Interest accrues at the same rate on all funds in your SoFi savings accounts, including funds allocated to SoFi Vaults. References to “interest” in connection with any SoFi Vault reflect the portion of the interest earned
on your SoFi savings account in the preceding month which is allocated to the applicable SoFi Vault. The amount of interest allocated to each SoFi Vault is equal to the proportion of the balance in each SoFi Vault
bears to your total SoFi savings account balance.

SoFi checking and savings accounts are offered through SoFi Bank, N.A., Member FDIC Page 1 of 7
Checking Account - 7185
Jul 30, 2025 Debit Card WAYSIDE SUPER MARKET -$23.71 $9,186.55
Transaction ID: 259-172392001
Jul 30, 2025 Deposit From Savings - 3499 $75.00 $9,210.26
Transaction ID: 255-36890002
Jul 29, 2025 Deposit From Savings - 3499 $25.00 $9,135.26
Transaction ID: 251-151492002
Jul 28, 2025 Deposit From Savings - 3499 $10.00 $9,110.26
Transaction ID: 248-132126002
Jul 28, 2025 Withdrawal To Savings - 8169 -$200.00 $9,100.26
Transaction ID: 247-129496001
Jul 28, 2025 Debit Card CASH APP*BROOKSFAM*CAS $1,271.50 $9,300.26
Transaction ID: 245-52827002
Jul 28, 2025 Debit Card FAMILY DO 5901 N WAYSI -$6.22 $8,028.76
Transaction ID: 244-23200001
Jul 28, 2025 Debit Card H-E-B #540 -$11.22 $8,034.98
Transaction ID: 243-21684001
Jul 28, 2025 Deposit From Savings - 3499 $20.00 $8,046.20
Transaction ID: 242-67622002
Jul 27, 2025 Debit Card FOOD TOWN 005 -$4.86 $8,026.20
Transaction ID: 241-18850001
Jul 27, 2025 Deposit From Savings - 3499 $5.00 $8,031.06
Transaction ID: 240-59283002
Jul 27, 2025 Debit Card SQ *TINO?S TACOS -$23.00 $8,026.06
Transaction ID: 238-135708001
Jul 26, 2025 Debit Card MCDONALD'S F32587 -$11.34 $8,049.06
Transaction ID: 236-135707001
Jul 26, 2025 Debit Card DD *DOORDASH SPECSFINE -$17.87 $8,060.40
Transaction ID: 234-135706001
Jul 25, 2025 Debit Card DD *DOORDASH DOLLARGEN -$9.96 $8,078.27
Transaction ID: 232-135705001
Jul 25, 2025 Debit Card WAYSIDE SUPER MARKET -$10.82 $8,088.23
Transaction ID: 230-135704001
Jul 25, 2025 Deposit From Savings - 3499 $15.00 $8,099.05
Transaction ID: 225-88971002
Jul 24, 2025 Debit Card T'S MINI MART -$10.00 $8,084.05
Transaction ID: 224-30626001
Jul 24, 2025 Debit Card AB SMOKE & VAPES -$28.11 $8,094.05
Transaction ID: 221-29991001
Jul 24, 2025 Deposit From Savings - 3499 $48.00 $8,122.16
Transaction ID: 220-84463002
Jul 24, 2025 Debit Card CASH APP*BROOKSFAM*ADD -$200.00 $8,074.16
TransactionID: 218-182836001
Jul 22, 2025 Debit Card CASH APP*BROOKSFAM*ADD -$15.00 $8,274.16
TransactionID: 216-182835001
Jul 22, 2025 Debit Card DD *DOORDASH MCDONALDS -$24.83 $8,289.16
TransactionID: 214-182834001
Jul 21, 2025 Deposit From Savings - 3499 $2.00 $8,313.99
Transaction ID: 209-114843002
Jul 21, 2025 Deposit From Savings - 3499 $20.00 $8,311.99
Transaction ID: 207-56518002
Jul 21, 2025 Deposit From Savings - 3499 $20.00 $8,291.99
Transaction ID: 205-56043002
Apr 20, 2025 Debit Card SQ *TINO?S TACOS -$11.00 $8,271.99
Transaction ID: 204-218550001
Jul 20, 2025 Deposit From Savings - 3499 $15.00 $8,282.99
Transaction ID: 201-146761002

SoFi checking and savings accounts are offered through SoFi Bank, N.A., Member FDIC Page 2 of 7
Checking Account - 7185
Jul 19, 2025 Deposit From Savings - 3499 $200.00 $8,267.99
Transaction ID: 199-145967002
Jul 19, 2025 Debit Card CASH APP*BROOKSFAM*ADD -$100.00 $8,067.99
Transaction ID: 196-181327001
Jul 19, 2025 Debit Card CASH APP*BROOKSFAM -$175.00 $8,167.99
TransactionID: 194-181326001
Jul 19, 2025 Debit Card AB SMOKE & VAPES -$15.14 $8,342.99
Transaction ID: 190-30111001
Jul 18, 2025 Debit Card FAMILY DO 5901 N WAYSI -$4.33 $8,358.13
Transaction ID: 188-19003001
Jul 18, 2025 Debit Card PAYLESS SUPERMA -$9.08 $8,362.46
TransactionID: 187-18575001
Jul 18, 2025 Debit Card MCDONALD'S F32587 -$25.59 $8,371.54
Transaction ID: 186-177465001
Jul 15, 2025 Debit Card WAYSIDE SUPER MARKET -$10.17 $8,397.13
TransactionID: 184-177464001
Jul 15, 2025 Debit Card WAYSIDE SUPER MARKET -$1.25 $8,407.30
TransactionID: 182-177463001
Jul 13, 2025 Debit Card APPLE CASH SENT MONEY -$19.00 $8,408.55
Transaction ID: 180-177462001
Jul 13, 2025 Debit Card APPLE CASH SENT MONEY -$8.00 $8,427.55
TransactionID: 178-177461001
Jul 12, 2025 Debit Card CASH APP*BROOKSFAM -$440.00 $8,435.55
TransactionID: 176-177460001
Jul 12, 2025 Debit Card CASH APP*BROOKSFAM*CAS $1,091.92 $8,875.55
Transaction ID: 171-39996002
Jul 12, 2025 Deposit From Savings - 3499 $70.00 $7,783.63
Transaction ID: 169-78774002
Jul 10, 2025 Debit Card CASH APP*BROOKSFAM*CAS $29.48 $7,713.63
Transaction ID: 168-24389002
Jul 10, 2025 Deposit From Savings - 3499 $175.00 $7,684.15
Transaction ID: 166-71103002
Jul 09, 2025 Debit Card CASH APP*BROOKSFAM*ADD -$500.00 $7,509.15
Transaction ID: 165-137775001
Jul 08, 2025 Debit Card CASH APP*BROOKSFAM*ADD -$400.00 $8,009.15
TransactionID: 163-137774001
Jul 08, 2025 Debit Card PURE PHARMACEUTICALS -$30.00 $9,409.15
Transaction ID: 161-137773001
Jul 06, 2025 Debit Card WHATABURGER 550 -$14.39 $9,439.15
Transaction ID: 159-137772001
Jul 06, 2025 Debit Card DD *DOORDASHDASHPASS -$9.99 $9,453.54
TransactionID: 157-137771001
Jul 04, 2025 Debit Card DD *DOORDASH WINGSTOP -$64.49 $9,463.53
Transaction ID: 155-137770001
Jul 04, 2025 Direct Payment HARBOUR VEST PAR HV1107 85n -$250.00 $9,528.02
Transaction ID: 153-5208001
Jul 04, 2025 Debit Card APPLE CASH INST XFER $222.78 $9,778.02
Transaction ID: 152-9469002
Jul 03, 2025 Deposit From Savings - 3499 $470.00 $9,555.24
Transaction ID: 149-191760002
Jul 03, 2025 Deposit From Savings - 3499 $15.00 $9,085.24
Transaction ID: 143-139604002
Jul 02, 2025 Deposit From Savings - 3499 $15.00 $9,070.24
Transaction ID: 141-126904002
Jul 02, 2025 Debit Card CASH APP*BROOKSFAM*ADD -$520.00 $9,055.24
TransactionID: 138-145382001

SoFi checking and savings accounts are offered through SoFi Bank, N.A., Member FDIC Page 3 of 7
Important Information

SoFi Insured Deposit Program

For participants in the SoFi Insured Deposit Program (the “Program”), SoFi Bank may place your cash balances, including amounts below the Standard Maximum Deposit Insurance Amount (the “SMDIA,” currently
$250,000 for individual accounts and $500,000 for joint accounts), into deposit accounts at multiple FDIC-insured participating banks, as set forth in the Program Terms and Conditions, which can be found at
https: /www.sofi.com/banking/fdic/sidpterms. The maximum FDIC insurance coverage available through the Program is $3.0 million per depositor per legal category of account ownership (including balances retained
at SoFi Bank).

If you have designated Payable on Death (“POD”) beneficiaries to your Checking and Savings accounts, your FDIC insurance coverage may be increased. For individual accounts, deposits will be insured up to $250,000
per unique primary beneficiary, up to a maximum of $1,250,000 if five or more beneficiaries are named. For joint accounts, deposits will be insured up to $500,000 per unique primary beneficiary, up to a maximum of
$1,250,000 per account owner, subject to FDIC rules. If you have designated only secondary beneficiaries (i.e., no primary beneficiaries), SoFi Bank will treat these secondary beneficiaries as primary beneficiaries for
purposes of calculating FDIC insurance coverage and determining the amount of your cash balances placed into the Program.

On May 1, 2025, we moved balances over $250000 into the participating banks. Below is the breakdown of how those funds were distributed based on data from the previous business day:

Participating banks % of program deposits

Citizens Bank, National Association 8.33%

Peapack-Gladstone Bank 8.33%

Bell Bank 8.33%

Renasant Bank 8.33%

Metropolitan Commercial Bank 8.33%

Western Alliance Bank 8.33%

HSBC Bank USA, National Association 8.33%

The Huntington National Bank 8.33%

Comerica Bank 8.33%

City National Bank 8.33%

Bravera Bank 8.33%

Sallie Mae Bank 8.33%

How to Contact Us
You may call us using the phone number on the front of this statement.

Deposit Agreement
When you opened your account, you received the SoFi Bank Deposit Account Agreement (the “Customer Agreement”), which discussed the terms and conditions governing your account, as well as a fee schedule, a
rate sheet and, if applicable, a debit card agreement. You agreed that your account would be governed by these documents as amended from time to time, as well as any other documents provided to you at account
opening or subsequently. Copies of the Customer Agreement, the Fee Sheet and Rate Sheet are available through the SoFi website www.sofi.com or mobile app.

Questions About Your Statement or Electronic Transfer Errors

You are in the best position to discover errors and unauthorized transactions on your account statement. It is your duty to review your account statements promptly and carefully and immediately notify us of any errors. If
you (a) have questions about your statement, (b) think your statement or receipt is wrong, (c) need more information about a transaction, or (d) think an electronic transaction (e.g., ATM transaction, direct deposit,
withdrawal, or point of sale transaction) is incorrect or unauthorized, please telephone us at 1-855-456-7634 immediately or write us at SoFi Bank, N.A., 2750 East Cottonwood Parkway #300, Cottonwood Heights,
Utah 84121 as soon as possible.

We must hear from you no later than 60 days after we sent the FIRST statement on which the problem or error appeared. We are not liable to you for any damages resulting from an error you fail to timely report and you
agree to not make a claim against us for such damages.

If you write us, please include the following information: (1) Your full name and account number (if any); (2) describe the error, transfer or suspected unauthorized transaction you are unsure about and explain as clearly
as you can, why you believe there is an error or why you need more information; and (3) the dollar amount of any suspected error.

We will investigate your complaint and will correct any error promptly. If we take more than 10 business days to do this, we will credit your account for the amount you think is in error, so that you will have the use of the
money during the time it takes us to complete our investigation.

Reporting Other Problems

You are in the best position to discover errors and unauthorized transactions on your account statement. It is your duty to review your account statements promptly and carefully and immediately notify us of any errors or
concerns.

Interest/Dividends
We are required by law to report annually to you and to the Internal Revenue Service on Form 1099 any taxable interest credited to your account, as well as any taxes withheld. The year-to-date figures shown on your
statement reflect these amounts classified to the best of our current knowledge. However, some payments are subject to reclassification, which will be reflected on subsequent statements if we are advised of them prior
to the end of the calendar year.

2021 SoFi Technologies, Inc.

SoFi Bank, N.A. Member of FDIC and Equal Housing Lender

SoFi checking and savings accounts are offered through SoFi Bank, N.A., Member FDIC Page 4 of 7
 Primary Account Holder Address Account Number
Deloris Chadwick 1134 ANDERSON ST NW 310055733499
Member since Sept 25, 2023 Monthly Statement Period
WILSON, NC 27893 Jul 1, 2025 - Jul 31, 2025

Savings Account - 3499

Current Balance Current Interest Rate1 Monthly Interest Paid1

$0.03 4.51% $0.00

as of Jul 31, 2025

Beginning Balance Annual Percentage Yield Earned1 Year-to-date Interest Paid1

$0.03 0.00% $0.01

as of Jul 1, 2025

Current balances include the amount of interest paid.

Transaction Details
Balances below are the total funds resulting from the transaction(s) posted on that day.

Savings Account - 3499

Contact Information

Website Mailing Address Contact Us

www.sofi.com SoFi Bank, N.A. (855) 456-SOFI (7634)

2750 East Cottonwood Parkway #300
Cottonwood Heights, Utah 84121
Important Information

SoFi Insured Deposit Program

For participants in the SoFi Insured Deposit Program (the “Program”), SoFi Bank may place your cash balances, including amounts below the Standard Maximum Deposit Insurance Amount (the “SMDIA,” currently
$250,000 for individual accounts and $500,000 for joint accounts), into deposit accounts at multiple FDIC-insured participating banks, as set forth in the Program Terms and Conditions, which can be found at
https: /www.sofi.com/banking/fdic/sidpterms. The maximum FDIC insurance coverage available through the Program is $3.0 million per depositor per legal category of account ownership (including balances retained
at SoFi Bank).

If you have designated Payable on Death (“POD”) beneficiaries to your Checking and Savings accounts, your FDIC insurance coverage may be increased. For individual accounts, deposits will be insured up to $250,000
per unique primary beneficiary, up to a maximum of $1,250,000 if five or more beneficiaries are named. For joint accounts, deposits will be insured up to $500,000 per unique primary beneficiary, up to a maximum of
$1,250,000 per account owner, subject to FDIC rules. If you have designated only secondary beneficiaries (i.e., no primary beneficiaries), SoFi Bank will treat these secondary beneficiaries as primary beneficiaries for
purposes of calculating FDIC insurance coverage and determining the amount of your cash balances placed into the Program.

On May 1, 2025, we moved balances over $250000 into the participating banks. Below is the breakdown of how those funds were distributed based on data from the previous business day:

Participating banks % of program deposits

Citizens Bank, National Association 8.33%

Peapack-Gladstone Bank 8.33%

Bell Bank 8.33%

Renasant Bank 8.33%

Metropolitan Commercial Bank 8.33%

Western Alliance Bank 8.33%

HSBC Bank USA, National Association 8.33%

The Huntington National Bank 8.33%

Comerica Bank 8.33%

City National Bank 8.33%

Bravera Bank 8.33%

Sallie Mae Bank 8.33%

How to Contact Us
You may call us using the phone number on the front of this statement.

Deposit Agreement
When you opened your account, you received the SoFi Bank Deposit Account Agreement (the “Customer Agreement”), which discussed the terms and conditions governing your account, as well as a fee schedule, a
rate sheet and, if applicable, a debit card agreement. You agreed that your account would be governed by these documents as amended from time to time, as well as any other documents provided to you at account
opening or subsequently. Copies of the Customer Agreement, the Fee Sheet and Rate Sheet are available through the SoFi website www.sofi.com or mobile app.

Questions About Your Statement or Electronic Transfer Errors

You are in the best position to discover errors and unauthorized transactions on your account statement. It is your duty to review your account statements promptly and carefully and immediately notify us of any errors. If
you (a) have questions about your statement, (b) think your statement or receipt is wrong, (c) need more information about a transaction, or (d) think an electronic transaction (e.g., ATM transaction, direct deposit,
withdrawal, or point of sale transaction) is incorrect or unauthorized, please telephone us at 1-855-456-7634 immediately or write us at SoFi Bank, N.A., 2750 East Cottonwood Parkway #300, Cottonwood Heights,
Utah 84121 as soon as possible.

We must hear from you no later than 60 days after we sent the FIRST statement on which the problem or error appeared. We are not liable to you for any damages resulting from an error you fail to timely report and you
agree to not make a claim against us for such damages.

If you write us, please include the following information: (1) Your full name and account number (if any); (2) describe the error, transfer or suspected unauthorized transaction you are unsure about and explain as clearly
as you can, why you believe there is an error or why you need more information; and (3) the dollar amount of any suspected error.

We will investigate your complaint and will correct any error promptly. If we take more than 10 business days to do this, we will credit your account for the amount you think is in error, so that you will have the use of the
money during the time it takes us to complete our investigation.

Reporting Other Problems

You are in the best position to discover errors and unauthorized transactions on your account statement. It is your duty to review your account statements promptly and carefully and immediately notify us of any errors or
concerns.

Interest/Dividends
We are required by law to report annually to you and to the Internal Revenue Service on Form 1099 any taxable interest credited to your account, as well as any taxes withheld. The year-to-date figures shown on your
statement reflect these amounts classified to the best of our current knowledge. However, some payments are subject to reclassification, which will be reflected on subsequent statements if we are advised of them prior
to the end of the calendar year.

2021 SoFi Technologies, Inc.

SoFi Bank, N.A. Member of FDIC and Equal Housing Lender

SoFi checking and savings accounts are offered through SoFi Bank, N.A., Member FDIC Page 2 of 4