Aspiration Do Well. Do Good. WILLIAM LEE 708 88th ST WILMINGTON NC 28401. PORTFOUO STATEMENT 1p. ot cays in statement pero: 28 Invi Ace ount Owner Brokerage Account Number: AS12B154792 ‘Spend Account Nurter 223115310672 ‘contact Us Webste wa aspraton com Prone (@o0) 03.8629 erat ‘sepo0n@asoraton com Aasress 4551 Glencoe Avenue, Marna Dei ey, CA90292 Your Pontoia Value ‘steaost.02 ‘Change tom Last Peis s11350898 Ta pated Yaneinsate Begining Portotte Value 13255560.00 sszresro.o aseans ‘s119001.02 ‘s11001.97 Subvactons ‘s203400.00 s75440095 ‘Tansacton costs, ees Beharges $0.00 sooo Others “$10.00 $2009 Change Investment Valet -suasoe 13451898 Ending Poriotio Value™ ssvez0s1.02 ‘st4z0s1.02 * Aoprecaton of depression of your Rottngs due to ice changes. any dtbutons, and any come eared dutng the perod. * Eschides unproed nottegs.Partoto Summary ‘Azote leh in This Statement Page ‘Account Type & Name | Account Number Begloning Valve Ending Valve GeneRaL 3 a asiz01s9792 1285860000, 14205102 Aspuaton Brokerage ‘ecount ‘lal Portlio 28850000, $142051.02 ‘Account AS120154782 ‘Aeeount Valse ree (Change i Aeeount Vaua [Aspiration Account This Period Yearsosete ‘Bepinning Account Value $259560.00 s276s7000 sation ‘srv9001.02 suo 97 Deponts ‘s119001.02 ‘sr19901.97 ‘Securties Vansened in $0.00 ‘$000 Supractions $233400.00 $250.95 Windeawate -$201400.00, -s254i00 95, ‘Securtes Transioned Out $0.00 $0.00 (cara. Check & Ba Payments $0.00 $200 ‘Tan Costs, Fees & Charges $0.00 s9.00 “Tarws Wennets $0.09 $900 were $20.00 Change in investment Valet $808.88 sine Ending Account Value ‘sve20s1.02 suanosie2 Aerount Heliegs Value Percentot Account Hotdog Type ‘Aspeaton Account ‘sv4z0st 02 100% Ending Market Value of Holdings ‘svez0s1.02 100% * Appreciation or deprecation of yourhokings ve to price changes. any dtreutons and any income eamed ding te pened. ‘Aspraton Account Cath Fow FONG Insured Deposes m Aspration Sweep Networ™ ‘Aspiration Account ASI28150782 [Brokerage Account Aspiration ‘Aspiration Account ‘nis Period Yeartoante ‘Beginning Account Balance $0.00 $009 INVESTMENT ACTTTY 0.00 $000Secures Bought 50.00 s000 Secu Bovatt 50.00 3000 Secu Sot $0.00 $0.00 viens, Interest & Othe ncore 50.00 50.00 Tansscton Cots 50.00 $000 Other aetey $0.00 s000 ‘Total investment Actvty 30.00 s000 eens 30.00 $000 wins $000 $000 eck Rebty 30.00 $000 Debt cars Actety $0.00 s000 aPayrents 30.00 5000 $0.00 $000 Taxes weet $0.00 $0.00 ‘Tota cash Management Acting 30.00 3000 Ending Account Balance $0.00 $000 Weowe SUMMARY Tate = = Owens Intest $0.0 $0.00 ‘Shontem Captal Gas a Loogterm Capeat Gans 7 7 Tarexempt ra ‘ Dvtends = - eur ot capa - - guid tions = Totaincome $0.00 50.00 [REALIZED GAINS AND LOSSES FROM SALES ‘Mt Shortiam Gain toes Shontem Gao ‘Shonterm Loss ‘Shorterm Daatowed tous Net Longierm Gain tossLong tern Gain Long terntess Long term Daatowed Loss “ Net Gaintons - Program Bank ‘Opening Batance[07?/3/2020) #2585600 Const Conmunty Bank $255560 00 1440s1.02 $000 $0.00 Eapiank $0.00 $0.00Account ASI28158792 Aspaaton Sweep NetwonInornation Aspiration Aeeount Asprnton Account - Sweep Netwot Program Barks Cuore nay obtan the Benes of FIC surance eign an Aspiation Account trough the Aspation Sneep Networ a stot Banks lated below Once you open and fund your Axgraton Account, the avalabla Cash Balance wlbe held on your beh mmo of ne Pros List ot Banks asagied io your account, Once at abarh your Caan Balance wibe elgble Tor FDIG eswance coveage up 0 Aspinton wa assign a Prort List of Barks 1 your account shawn Below, You may contact usta nlom so ‘rou be enced tom na at for your balances ‘Aspexton Aezoutt Prot Lt a! Barks at efthe end of ha statement petod are Coastal Commurty Bark Bremer Bank NA fon Bank ProgressBank Banke New Hampanie Engepank Manutactures Bank CcaBank nA The Freedom Bank ot Vegan Bidgewater Bark ano Bane ‘Aspeaton Account Excess Banks as of end ofthis statement petod a Bremer Bark NA. EageBark on Bank ‘Avleastone Eacess bark mus be deugaated as ebgble to veceve customer nds, “Toe Porty Lat ot Barks wilnclde one or more Excess Barks tat wi accept your funds wancu It and wiout regard tothe Manirum FOG Insurance Arount dat Program Barks on te ProryUst have receded funds Up othe Appicable Depost Lint You may ony access your Cath Balance trough your Aspraton Account, You cannot accessor wondraw the Cash Balance by deecty ‘eentactag the Prony Ls af Barks, Balances in the Cath Sweep Program canbe iquidated on yourorer and the proceeds tumed to your boherage account orto you Aspraion wd manage the moverent of money between Aspation andthe Prorty Uist ot Banks assigned to you account is wi our ‘omatealy enever you raba Gepeiss, eneute andactons cr wieraw maney Yam yout Aspralon Account. You nay eaYan Aapyaten Fepresentatve at 800-683-8529 f you Rave any questions regarding he Prom Unt of Barks You ate responsbie lor monterng the total arount of you asses on depose wih a Procty Lint of Barks (ncksing amounts cer accounts a ‘mat bark hell ye sare ght and iegaleapacty) fi crt fo determine De eat ef FOE depost msurance coveage avalable you on ‘ose depot, ncidng your Cash Balance nel! a te Prorty Latet Barks ‘Toe Gash Balance in the Aspeaton Sweep Netwot is swept oan FDAG-lasues interest Deasng acount atone or mare Prot List of Banks Te depost at the Proc Lat of Baras nol covered by SIPC. The Gepost i ehgtle for FDIC naurance wbject to FDIC nnuranc coverage la. At assets ote account holer athe depostony auton wae coved lard he aggregate Unt Fer mom elrmaton about FIC ieranee eoveraga, plate vit tbe FDIC Wb ee at wa FDIC go¥, In ha ever hat yourtota assats ata Pty Lis of Baris edn ates that you hold wh the bark cutie a he Atpeaton Sweep Netwoit exceed the FDIC maura ut, you Pay contact Arpwatcn ta change Be Proty Lat ef Bark lo whch you! ands are swept € svaiabie Aspeaton matans the roht Io change the Preity Lato! Bards tal 2 atsgned to your account a any ime, a change mae the Prony Lat! Banks assigned your account, Aspraton wl nobly you mn wrlng of hal change tuough your taementor anther noice ‘secronealy n witng. Athovgh Aspraton cannot guarantee Di tnancal ath or Sabi of te Proty Ln of Banks, we have made eed {o selec banks that we nancy sound, have a goed Butts eputnien, and ave goed standing wt he FOXG and ether Bark gustan) Aspinton Francia LLG. Alanis reserved, * See www FDIC gov for moe detats garding FIC insurance covenge,Horna ‘Account AS1281587 ‘Aion doco Description ‘Ouanaty Tout ending | Con Yaiue Gaintoss, eet Arcus Income cea st Vila en SPEND ACCOUNT DEPOSITS IN [ASPIRATION SWEEP. NETWORK -NOT COVERED BY SIPC- | 4201.02 Fovc INSURED ~leteeat Rate:0.00% ‘Yes APY) 0.00%. $1.00 stazoss.o2 | wa ‘SAVE ACCOUNT DePosirs IN [ASPIRATION SWEEP [NETWORK -NOT ‘COVERED BY sipc- ONC INSURED Balances upto and ‘nung $10,000 900 Increst ate: 0.00% Anoual Peceniage Viet APY 000% Annual Percentage Yield APY} 0.90% $100 $0.00 NA ‘Total Cash Accounte (00% et seeount stazost 02 Fonds Description Quanity He Unveatans eet en st Yield ey ‘Tota und (0% ot accouethalings)‘Account AS120159702 ‘Secuetes Bought & Sot Sattement | secuety | symbet/ Description uanaty Pree Your Total Secures Bought Total Secures Sot Met Securlos Bought k Sotd Trades Pending Setament ‘Sattement Fie ‘Secunty Name Symbat Thana Deverpten ‘uanaty ‘uve Teanaaeton ‘otal Securten Bought & Sold Security Rome Symbol cus “Tranascton Deserion ‘Quantity nut rice Cont Batis ot ose Transaction ePosiTs ASPIRATION SWEEP RETWORK-MOT COVERED AY SIPC 000 Total income 000 ome Aewey Poses ro Security Mame Symbol cusie “Trarascton Deveroton uanety nut ries cont Basis ot Gow “Transaction Tout DePosiTs ASPIRATION SWEEP NETWORK LOT. COVERED ay SIPC lnvereat Rewout Total Omer Activityepost Dae Tansacton Type ‘anscton Decrpon Amount zee mun ‘ot beponeVeteton wae 22 nuor [Aon epost Veteton sore zee ace ‘psa arb 11000000 ‘ Insartraneterbewnen Aspmton — zt —_ ‘Spend and Aspiration Save — Tour epost svivoanc2 ou Transactontype | Tarnacton Description amount 20a aoe ACH RECT. NEWACCOUNT, 2980789611 see000 00 zea hoe ACs Fi DRECT. NEWAGLOUTT, none “#1000000 ae sou IngartvansterbtaeenAtsaton Spend and srvsocoee Nonton se 2a noe AcHCeor are Taner, 1aSOC4840 “s11s0000 AOHCACDIT SESAME, TRANSFER 226 ose scrors saney 10000 " i ACHCREDIT SESAME, TRANSFER 7 ad ASPIRATIONSPEND ee 28 axe AcHCMEDIT SESAME, TANSFER 25.00 ose how ADICREDT SESAME, TUNSFER ASPRATONSEND Iran tarferbtene Aapaton Spend and = aa sou ‘anna 0.90 Teurwnodwaisou | 523040000 eit $0.00 Past Date Tranaaetion Deseriptan Amount Tout OebitCard Acuity | $0.00 Ba Payments Post oats Pay Payee Account Amount ‘Tout But PaymentFeesand Charges ate “Tranancton Description “Tansncion Fou $0.00 Tanes Were ate Seewity Description ‘Wanascton Total omer ate ‘Transueton Type “Tranaucton Description Amount 201 rea0a7 ‘Asoraton Pay What a Fae 10.60 Tout overs $1000 The specie tw of any gen ransacton mite Jumihed ypen mavest Addeona infomation On Ie epecte pats, counterparties 3nd agents et any vanuacion ited above wal alsa be proved upon quest. 10 the extent tha nfsmaton is avalabe. Cus at 800-489-8529 # you need tha romstor ror Resolution Procedures: 1+ In Cate of Eom or Questons About Your lectone Transfers Telephone us at 890-683-8529 dumg normal business hou's Monday - Feday, 7am-Spm PST: Ssturay = Sunaay Gam-4 pm PST) we us al suppon@Patpration com or malo ut at Arpeaton Operators. A551 Gloncoo Avenue, Mura Del Ray, CA 90292 a8 1000 as you can. #you nk your Hatement or ERR & won Ort YoU Need Mere ‘lomaten shoul a tansteron the watement otreceot We ust hear fom you no ter tan 60 days ae we sen! you the FIRST statement fenen te enor problem appeared 1 Telus ourntme, Aupiaton Areourt ruber, andr 16 dat ears number. * Drserbe the enor arte vanséer you are unsure abet, and enplan as cea as you can why you belave an emoror why you need mam slomaten + Tet use dotar amount of the suapected era. ‘We wet ventgate your compat and walcneet any enor prompty we take more fan £0 busres days doth, we weed yout account fer fhe amount you ink evar, t0 thal you wl have the use ole money ding the tee takes Ueto complete our imesigaton ‘Adatonal Dacosures: 1 Aupeaton Debit card has Been sued by Coastal Communty Gank Meret FDIC, and te usage le govemed by tems and eonditons ‘nouding your account agreement and ncompanyng gude-o ene 1 Any nsractons recewed by leleghone must be Yecontmed by US. wring 1a protect your rohit, Acudng those under the Secures Investor Protecton At (SPA)