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FOR BANK USE ONLY

Guarantor Unique Identification Number I/we confirm that appropriate due diligence has been conducted around the contents YES NO
presented herein
Corporate Identification Number I/we confirm that a credit check has been completed, and that derogatory records (if YES NO
applicable) have been detailed in the credit submission
Name and Title of Bank Representative

Signature: Date:

PERSONAL NET WORTH STATEMENT


Owner's Personal Information
First Name Middle Initial Last Name Social Security # Date of Birth (Month / Day / Year)

Dave P. Anderson XXX-XX-XXXX 07 / 15 / 19V8


Street Address City State Zip

1234 California Cres. Sacramento CA XXXXX


Mobile Phone # Business Phone # Years at Residence Own Rent Other Marital Status

XXX-XXX-XXXX 15 Married
Employer Name, Address Occupation Employer Phone # # of Years

RockCrusher Rentals Inc. Owner / CEO XXX-XXX-XXXX 19


Spouse's Personal Information
First Name Middle Initial Last Name Social Security # Date of Birth (Month / Day / Year)

Melissa R. Anderson XXX-XX-XXXX 02 / 20 / 19W3


Employer Name, Address Occupation Employer Phone # # of Years

NA NA

Personal Balance Sheet


Assets Amount ($) Liabilities Amount ($)
Cash $ 350,000 Bank Overdraft
Corporate Loans Receivable Credit Cards
Marketable Securities (Schedule A) $ 10,700,000 Non-Real Estate Loans (Schedule D) $ -
Registered Investments (Schedule B) $ 1,148,000 Real Estate Loans (Schedule C) $ 1,100,000
Real Estate (Schedule C) $ 5,400,000 Other Obligations
Other Assets (Schedule D) $ 710,000
(B) Total Liabilities $ 1,100,000
(A) Total Assets $ 18,308,000 (C) Total Net Worth (A - B) $ 17,208,000

Owner's Annual Income and Expenses


Income Amount ($) Expenses Amount ($)
Salary, Wages, Bonuses, Commissions $ 100,000 Annual Mortgage Payments $ 63,000
Investment Income Property Taxes/Condo Fees $ 45,000
Rental Income Insurance Premiums
Other Income $ 1,400,000 Other Loan Payments (Including Credit Cards)
Spouse’s Annual Income Other Expenses (i.e. Spousal/Child Support, Child Care, etc.)
Total Annual Income: $ 1,500,000 Total Annual Expenses: $ 108,000

***If there is not enough space to list all securities, real estate, etc. on the next page, please attach a detailed list to this submission***

Schedule A: Marketable Securities (Stocks & Bonds)


Financial Institution In Name of Description (Type of Security) Value ($)
Wells Fargo DANDERSON HOLDINGS Stock Portfolio $ 4,500,000
City National Dave Anderson Stock and ETF Portfolio $ 6,200,000
Schedule B: Registered Investments (401k, etc.)
Financial Institution In Name of Description Value ($)
BoA Dave Anderson Mutual Funds $ 1,148,000.0

Schedule C: Real Estate


Personal Residence Street Name and Number City State

1234 California Cres Sacramento CA


Title in Name of % Ownership Owned for (# of Years)

Dave Anderson 100% 15


Purchase Price ($) Current Market Value ($) Name of Mortgage Lender Balance Outstanding ($)

$ 1,300,000 $ 2,500,000 $ -
Real Estate Continued
Other Street Name and Number City State

678 Tahoe Trail Tahoma CA


Title in Name of % Ownership Owned for (# of Years)

Dave Anderson 100% 3


Purchase Price ($) Current Market Value ($) Name of Mortgage Lender Balance Outstanding ($)

$ 2,700,000 $ 2,900,000 Wells Fargo $ 1,100,000

Schedule D: Other Assets (Vehicles, Jewellery, Art, etc.)


Type of Asset Description Market Value ($)
Vehicles 20X7 Ford Raptor, 20X8 BMW 750i, 20X9 Tesla Model Y $ 250,000
Art Paintings and Sculptures $ 460,000

Schedule E: Loans (Excluding Mortgages Listed in C Above)


Type of Loan Credit Limit ($) Outstanding Balance ($)

Business Interests (Not included in Net Worth Calculation)


Business Name % Ownership Industry # of Years Total Value ($)
RockCrusher Rentals Inc. 100% Heavy Equipment Rentals 19 $ 25,000,000

Client Declaration: I confirm that the information provided is true, accurate, and complete - to the best of my knowledge. I understand that the information will be used as part of the bank's due diligence to
determine overall creditworthiness, and in-so-doing, the bank may request additional information or specific details about that which has been provided herein.

Signature: Date:

Signature: Date:

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