Primary Account Holder Address Account Number

Vanita Devi Baichoo 723 Crescent Street 410004743026

Navindra
Member since Apr 22, 2020 Monthly Statement
Brooklyn, NY 11208 Period
Feb 1, 2021 - Feb 31, 2021

Current Balance $
0.25%
Current Interest Rate 1
$0.75
Monthly Interest Paid1

7,274.65
as of Feb 31, 2021
Beginning Balance Annual Percentage Yield Earned1 Year-to-date Interest Paid1

$0.03 0.25% $0.75

as of Feb 1, 2021

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.

Spending balance
DATE TYPE DESCRIPTION AMOUNT BALANCE
Feb 31, 2021 Interest Earned Interest earned $0.75 $7,274.65
Transaction ID: 2043-1
Feb 31, 2021 Debit Card Cash App*Cash Out $4.71 $7,273.90
Transaction ID: 2042-
3474002
Feb 31, 2021 Other SoFi Rewards Redemption $0.54 $7,269.19
Transaction ID: 2039-
16367001
Feb 31, 2021 Debit Card TMOBILE*WEB ORDER -$346.28 $7,268.65
Transaction ID: 2033-26012001
Feb 30, 2021 Debit Card T-MOBILE PAYMENTS -$141.18 $7,614.93
Transaction ID: 2026-22063001
Feb 30, 2021 Debit Card TMP*TEMPOE -$122.48 $7,756.11
Transaction ID: 2024-21949001
Feb 30, 2021 Debit Card TMP*TEMPOE -$122.48 $7,878.59
Transaction ID: 2022-21928001
Feb 30, 2021 Debit Card AMZN Mktp US -$24.28 $8,001.07
Transaction ID: 2020-16353001

Contact Information

Website
Mailing Address Contact Us
www.sofi.com SoFi Securities (855) 456-SOFI (7634)
LLC 234 1st Street
San Francisco, CA
94105

1
Interest accrues daily at the funds rate as described in your SoFi Securities LLC Brokerage Customer Agreement (the “Customer Agreement”) and is paid on the last day of the Statement
Period.

SoFi Money is offered through SoFi Page 1 of

Securities, LLC. 4
2
Interest accrues at the same rate on all funds in your SoFi Money Account, including funds allocated to a SoFi Money Vault. References to “interest” in connection with any SoFi
Money Vault reflect the portion of the interest earned on your SoFi Money Account in the preceding month which is allocated to the applicable SoFi Money Vault. The amount of
interest allocated to each SoFi Money Vault is equal to the proportion the balance in each SoFi Money Vault bears to your total SoFi Money Account balance.

SoFi Money is offered through SoFi Page 2 of

Securities, LLC. 4
Spending
Feb 29, 2021 Debit Card TMP*TEMPOE -$122.48 $8,025.35
Transaction ID: 2018-20768001
Feb 29, 2021 Debit Card TMP*TEMPOE -$122.48 $8,147.83
Transaction ID: 2016-20744001
Feb 29, 2021 Direct Payment OPTIMUM 7836 CABLE PMNT -$214.01 $8,270.31
Transaction ID: 2014-507001
Feb 29, 2021 Direct Payment Futu Inc Futu Inc -$20.00 $8,484.32
Transaction ID: 2013-30109001
Feb 28, 2021 Debit Card AFTERPAY -$22.73 $8,504.32
Transaction ID: 2010-15102001
Feb 28, 2021 Direct Payment Futu Inc Futu Inc -$800.00 $8,527.05
Transaction ID: 2006-14127003
Feb 28, 2021 Direct Payment Futu Inc Futu Inc -$200.00 $9,327.05
Transaction ID: 2005-14127002
Feb 28, 2021 Direct Payment Futu Inc Futu Inc -$10.00 $9,527.05
Transaction ID: 2004-14127001
Feb 28, 2021 Direct Payment ROBINHOOD Funds -$20.00 $9,537.05
Transaction ID: 2003-14126001
Feb 27, 2021 ATM Refund of ATM fee $3.50 $9,557.05
Transaction ID: 1998-
1636003
Feb 27, 2021 ATM Cardtronics CCT1 -$203.50 $9,553.55
Transaction ID: 1997-
1636001
Feb 27, 2021 ATM Refund of ATM fee $3.50 $9,757.05
Transaction ID: 1996-
1633003
Feb 27, 2021 ATM Cardtronics CCT1 -$203.50 $9,753.55
Transaction ID: 1995-
1633001
Feb 27, 2021 ATM Refund of ATM fee $3.50 $9,957.05
Transaction ID: 1993-
1160003
Feb 27, 2021 ATM Cardtronics CCT1 -$203.50 $9,953.55
Transaction ID: 1992-
1160001
Feb 27, 2021 ATM Refund of ATM fee $3.50 $10,157.05
Transaction ID: 1991-
1193003
Feb 27, 2021 ATM Cardtronics CCT1 -$203.50 $10,153.55
Transaction ID: 1990-
1193001
Feb 27, 2021 Debit Card TMP*TEMPOE -$122.48 $10,357.05
Transaction ID: 1989-19706001
Feb 27, 2021 Debit Card TMP*TEMPOE -$122.48 $10,479.53
Transaction ID: 1987-19694001
Feb 27, 2021 Debit Card MCDONALD'S F36312 -$11.95 $10,602.01
Transaction ID: 1985-10069001
Feb 26, 2021 ATM Refund of ATM fee $3.50 $10,613.96
Transaction ID: 1980-2303003
Feb 26, 2021 ATM Cardtronics CCT1 -$203.50 $10,610.46
Transaction ID: 1979-2303001
Feb 26, 2021 Debit Card HM.COM -$164.50 $10,813.96
Transaction ID: 1977-41913001
Feb 26, 2021 Debit Card AFTERPAY -$77.27 $10,978.46
Transaction ID: 1975-39517001
Feb 26, 2021 Debit Card AFTERPAY -$76.90 $11,055.73
Transaction ID: 1973-39390001
Feb 26, 2021 Debit Card AFTERPAY -$36.87 $11,132.63
Transaction ID: 1971-34088001
Feb 26, 2021 Debit Card AFTERPAY -$35.12 $11,169.50
Transaction ID: 1969-33794001

SoFi Money is offered through SoFi Page 2

Spending
Feb 26, 2021 Debit Card JFK CAMDEN 6351162 -$4.34 $11,204.62
Transaction ID: 1967-7906001

SoFi Money is offered through SoFi Page 3

 Spending
Feb 26, 2021 Debit Card USA*SNACK SODA VENDI -$1.50 $11,208.96
Transaction ID: 1965-3210001
Feb 26, 2021 Direct Payment ROBINHOOD Funds -$2.00 $11,210.46
Transaction ID: 1963-15244001
Feb 24, 2021 Debit Card BESTBUY.COM -$239.51 $11,212.46
Transaction ID: 1953-25806001
Feb 24, 2021 Debit Card TMP*TEMPOE -$122.48 $11,451.97
Transaction ID: 1951-24751001
Feb 24, 2021 Debit Card TMP*TEMPOE -$122.48 $11,574.45
Transaction ID: 1949-24719001
Feb 23, 2021 Debit Card H&M0150 -$63.01 $11,696.93
Transaction ID: 1946-20268001
Feb 22, 2021 Direct Payment SOFI SECURITIES ACH -$8.00 $11,759.94
Transaction ID: 1942-20014001
Feb 22, 2021 Direct Payment SOFI SECURITIES ACH -$2.00 $11,767.94
Transaction ID: 1940-20013001
Feb 21, 2021 ATM Refund of ATM fee $4.99 $11,769.94
Transaction ID: 1937-
2630003
Feb 21, 2021 ATM Everi -$204.99 $11,764.95
Transaction ID: 1936-2630001
Feb 21, 2021 ATM Refund of ATM fee $4.99 $11,969.94
Transaction ID: 1935-
2423003
Feb 21, 2021 ATM Everi -$204.99 $11,964.95
Transaction ID: 1934-2423001
Feb 21, 2021 ATM Refund of ATM fee $0.99 $12,169.94
Transaction ID: 1932-
1549003
Feb 21, 2021 ATM Rifatbhat Deli and Gro -$20.99 $12,168.95
Transaction ID: 1931-
1549001
Feb 21, 2021 Deposit SOFI SECURITIES ACH $12,187.85 $12,189.94
Transaction ID: 1929-3550001
Feb 19, 2021 Other SoFi Rewards Redemption $2.06 $2.09
Transaction ID: 1927-
27947001

Sweep Program Details

Your SoFi Money balance is swept to one or more program banks so that it may be protected by FDIC insurance. This doesn’t affect access
to your balance, and not to worry, there isn’t a new account in your name at the program bank. More information can be found at
www.sofi.com/my/money/sweep

PROGRAM BANKS BALANCE AS OF 9:00 AM ET JAN 29, 2021

Wells Fargo Bank, N.A.

SoFi Money is offered through SoFi Page 4

Important Information

Please refer to the SoFi Securities LLC Brokerage Customer Agreement (the “Customer Agreement”) for a complete discussion of the terms and conditions governing your account.
Deposits, bill pay, P2P transfers and other products or services described on this statement are offered by SoFi Securities, LLC (“SoFi Securities”), a member of FINRA and SIPC,
which maintains your account.

All transactions executed for your account shall be subject to the constitution, rules, regulations, customs, and usages of the exchange or market, and its clearing house, where the
transactions are executed by SoFi Securities, LLC or its agents. Your account and transactions executed for your account are subject to applicable federal laws and the rules of FINRA and
any other applicable self-regulatory organization. For information about FINRA’s Broker Check Program, including an investor brochure, please contact FINRA at 1-800-289-9999 or
www.finra.org
You should re-confirm any oral communications in writing to further protect your rights, include rights under the Securities Investor Protection Act (SIPA).
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 have questions about your statement, need more information about a transaction or think an electronic transaction is incorrect or unauthorized,
please telephone us at 1-855-456-7634 immediately or write us at SoFi Securities LLC, 234 1st Street, San Francisco, CA 94105.
If you fail to notify us in writing of suspected errors or an unauthorized transaction within the time period specified in your Customer Agreement (in which periods are no more than 60
days after we make the FIRST statement available to you on which the error or problem appeared and in some cases are 30 days or less), 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)A clear description of the error or suspected unauthorized transaction or explanation of why you need more information.
(3)The dollar amount of any suspected error.
We will investigate your complaint and correct any confirmed error promptly. If we take more than 10 business days to complete our investigation, we will credit your account with a
provisional credit equal to the disputed amount, so that you will have the use of the money during the time it takes us to complete our investigation. In the event our investigation concludes
that your account was correctly debited or charged for the amount in dispute, we will deduct the provisional credit from your account.
Free Credit Balances.
Any cash balance in your securities account is payable to you upon demand (“Free Credit Balances”). These amounts transferred into an interest bearing account at an FDIC insured bank
as more fully described below under Sweep Program. If you elect not to have the Free Credit Balances paid to you and choose not to participate in the Sweep Program, the Free
Credit Balances will be retained in your account, and will be subject to use by SoFi Securities in the conduct of its business, subject to the limitations of Rule 15c3-3 under the
Securities Exchange Act of 1934, as amended.
SIPC Coverage.
SoFi Securities is a member of the Securities Investor Protection Corporation (“SIPC”). SIPC protects (i) the securities in your account up to a maximum of $500,000, and (ii) cash in your
account up to a maximum of
$250,000. Cash deposits that are not intended to be used to purchase securities, or that do not originate from the sale of securities, are ineligible for SIPC coverage. Therefore, Free
Credit Balances in your Account will not be eligible for SIPC coverage. Visit www.sipc.org or call (202) 371-8300 for more information including a brochure on SIPC protection.
Sweep Program.
If you elected to participate in the “Sweep Program”, Free Credit Balances in your securities account will be automatically transferred to omnibus accounts in the name of SoFi Securities for
the benefit of SoFi Money customers, in a network of six (6) FDIC insured banks (the “Program Banks”). Free Credit Balances in the Sweep Program will accrue interest daily and such
interest will be credited by SoFi Securities to your Account on the last Business Day of each month. Each Program Bank will provide FDIC insurance up to $250K, for an aggregate insured
amount of up to $1.5M. After your funds clear, it can take up to 48 hours for Free Credit Balances to reach the Program Banks. During this period, your Free Credit Balances will be insured
by a combination of FDIC coverage and a private bond secured by SoFi Securities for the benefit of SoFi Money customers. Free Credit Balances will not be insured by SIPC coverage at any
time. More information about the terms of the Sweep Program, including interest rates, terms of the private bond and Program Bank information can be found at
www.sofi.com/my/money/sweep
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.
Statement of Financial Condition
A copy of SoFi Securities’ unaudited Statement of Financial Condition for the period ending June 30, 2020 can now be viewed at the following: https:/ www.sofi.com/statement-of-
financial-condition/. The Company’s most recent Audited Financial Statement, pursuant to Rule 17A-5 of the Securities Exchange Act of 1934, is available for your inspection at its home
office in San Francisco, CA, or at https:/ www.sofi.com/statement-of- financial-condition/, or will be mailed to you upon your written request. The Statement may also be viewed at the
Regional Office of the Securities and Exchange Commission in San Francisco, CA.
Net Capital Requirement
The Company is subject to the SEC’s Uniform Net Capital Rule ("Exchange Act Rule 15c3-1"), which requires the maintenance of minimum net capital. The Company elected to use the
alternative method, permitted by Exchange Act Rule 15c3-1, which requires that the Company maintain net capital equal to the greater of $250,000 or 2% of aggregate debit items. These
regulations also prohibit a broker-dealer from repaying subordinated borrowings, paying cash dividends, making loans to its parent, affiliates or employees, or otherwise entering into
transactions which would result in a reduction of its total net capital to less than 150% of its required minimum capital. Moreover, broker-dealers are required to notify the SEC and other
regulators prior to repaying subordinated borrowings, paying dividends and making loans to its parent, affiliates or employees, or otherwise entering into transactions, which, if executed,
would result in a reduction of 10% or more of its excess net capital (net capital less minimum requirement). The SEC and FINRA have the ability to prohibit or restrict such transactions if
the result is detrimental to the financial integrity of the broker-dealer.
As of the period June 30, 2020, the Company had net capital of $47,130,012, which was $46,880,012 in excess of its required net capital of $250,000.
SoFi Securities, LLC is a direct subsidiary of Social Finance, Inc. If you have a complaint, please call 1-855-456-7634, or write to: SoFi Securities LLC, 234 1st Street, San Francisco, CA 94105.

SoFi Money is offered through SoFi Page 5