Participating Banks for individual or joint accounts in Altruist Financial LLC’s (“Altruist”) High-Yield Cash Program as of July 7, 2025:

• C3bank (Cert # 25249)
• Citibank, N.A. (Cert # 07213)
• Farmers & Merchants Bank (Cert # 16810)
• First Foundation (Cert # 58647)
• Freedom Bank of Virginia (Cert # 57184) 
• HSBC Bank USA, N.A. (Cert # 57890)
• Pinnacle Bank, TN (Cert # 35583)
• State Bank of India (Cert # 33682)
• Third Coast Bank (Cert # 58716) 
• Toyota Financial Savings Bank (Cert # 57542)
• Truist Bank (Cert # 09846)
• Union Bank and Trust (Cert # 13421)
• Wells Fargo Bank, N.A. (Cert # 3511)

Excess Banks as of July 7, 2025:

• Wells Fargo Bank, N.A. (Cert #3511)
• Pinnacle Bank, TN (Cert # 35583)

Please see the Altruist High-Yield Cash Program Disclosure Statement for complete details. Altruist utilizes BNY Mellon as the intermediary bank for the operation of the Program, subject to change at any time. This list may change at any time at Altruist’s discretion. You may exclude any Participating Bank from holding your funds at any time by contacting Altruist.

Recent changes to the participating bank list:

Bank	Change	Effective Date
HSBC Bank USA, N.A.	Bank added	December 4, 2024

Upcoming changes to the participating bank list:

Bank	Change	Effective Date
Bank Hapoalim	Bank to be added	Coming Soon
First Carolina Bank	Bank to be added	Coming Soon
WEX Bank	Bank to be added	COming Soon

Participating Banks for trust accounts in Altruist Financial LLC’s (“Altruist”) High-Yield Cash Program as of July 7, 2025:

• C3bank (Cert # 25249)
• Citibank, N.A. (Cert # 07213)
• Farmers & Merchants Bank (Cert # 16810)
• First Foundation (Cert # 58647)
• Freedom Bank of Virginia (Cert # 57184) 
• HSBC Bank USA, N.A. (Cert # 57890)
• Pinnacle Bank, TN (Cert # 35583)
• State Bank of India (Cert # 33682)
• Third Coast Bank (Cert # 58716) 
• Truist Bank (Cert # 09846)
• Union Bank and Trust (Cert # 13421)
• Wells Fargo Bank, N.A. (Cert # 3511)

Excess Banks as of July 7, 2025:

• Wells Fargo Bank, N.A. (Cert #3511)
• Pinnacle Bank, TN (Cert # 35583)

Please see the Altruist High-Yield Cash Program Disclosure Statement for complete details. Altruist utilizes BNY Mellon as the intermediary bank for the operation of the Program, subject to change at any time. This list may change at any time at Altruist’s discretion. You may exclude any Participating Bank from holding your funds at any time by contacting Altruist.

Recent changes to the participating bank list:

Bank	Change	Effective Date
HSBC Bank USA, N.A.	Bank added	December 4, 2024

Upcoming changes to the participating bank list:

Bank	Change	Effective Date
Bank Hapoalim	Bank to be added	Coming Soon
First Carolina Bank	Bank to be added	Coming Soon
WEX Bank	Bank to be added	Coming Soon

Participating Banks for individual or joint accounts in Altruist Financial LLC’s (“Altruist”) Bank Sweep Program as of July 7, 2025:

• C3bank (Cert # 25249)
• Citibank, N.A. (Cert # 07213)
• Farmers & Merchants Bank (Cert # 16810)
• First Foundation (Cert # 58647)
• Freedom Bank of Virginia (Cert # 57184)
• HSBC Bank USA, N.A. (Cert # 57890)
• Pinnacle Bank, TN (Cert # 35583)
• State Bank of India (Cert # 33682)
• Third Coast Bank (Cert # 58716)
• Toyota Financial Savings Bank (Cert # 57542)
• Truist Bank (Cert # 09846)
• Union Bank and Trust (Cert # 13421)
• Wells Fargo Bank, N.A. (Cert # 3511)

Excess Banks as of July 7, 2025:

• Wells Fargo Bank, N.A. (Cert # 3511)
• Pinnacle Bank, TN (Cert # 35583)

Please see the Altruist Bank Sweep Program Disclosure Statement for complete details. Altruist utilizes BNY Mellon as the intermediary bank for the operation of the Program, subject to change at any time. This list may change at any time at Altruist’s discretion. You may exclude any Participating Bank from holding your funds at any time by contacting Altruist.

Recent changes to the participating bank list:

Bank	Change	Effective Date
HSBC Bank USA, N.A.	Bank added	December 4, 2024

Upcoming changes to the participating bank list:

Bank	Change	Effective Date
Bank Hapoalim	Bank to be added	Coming Soon
First Carolina Bank	Bank to be added	Coming Soon
WEX Bank	Bank to be added	Coming Soon

Participating Banks for business accounts in Altruist Financial LLC’s (“Altruist”) Bank Sweep Program as of July 7, 2025:

• C3bank (Cert # 25249)
• Citibank, N.A. (Cert # 07213)
• Farmers & Merchants Bank (Cert # 16810)
• First Foundation (Cert # 58647)
• Freedom Bank of Virginia (Cert # 57184)
• Pinnacle Bank, TN (Cert # 35583)
• State Bank of India (Cert # 33682)
• Third Coast Bank (Cert # 58716)
• Truist Bank (Cert # 09846)
• Union Bank and Trust (Cert # 13421)
• Wells Fargo Bank, N.A. (Cert # 3511)

Excess Banks as of July 7, 2025:

• Wells Fargo Bank, N.A. (Cert # 3511)
• Pinnacle Bank, TN (Cert # 35583)

Please see the Altruist Bank Sweep Program Disclosure Statement for complete details. Altruist utilizes BNY Mellon as the intermediary bank for the operation of the Program, subject to change at any time. This list may change at any time at Altruist’s discretion. You may exclude any Participating Bank from holding your funds at any time by contacting Altruist.

Recent changes to the participating bank list:

Bank	Change	Effective Date
Truist Bank	Bank added	November 1, 2024

Upcoming changes to the participating bank list:

Bank	Change	Effective Date
Bank Hapoalim	Bank to be added	Coming Soon
First Carolina Bank	Bank to be added	Coming Soon
WEX Bank	Bank to be added	Coming Soon

Participating Banks for retirement accounts in Altruist Financial LLC’s (“Altruist”) Bank Sweep Program as of July 7, 2025:

• C3bank (Cert # 25249)
• Citibank, N.A. (Cert # 07213)
• Farmers & Merchants Bank (Cert # 16810)
• First Foundation (Cert # 58647)
• Freedom Bank of Virginia (Cert # 57184)
• HSBC Bank USA, N.A. (Cert # 57890)
• Pinnacle Bank, TN (Cert # 35583)
• State Bank of India (Cert # 33682)
• Third Coast Bank (Cert # 58716)
• Toyota Financial Savings Bank (Cert # 57542)
• Truist Bank (Cert # 09846)
• Union Bank and Trust (Cert # 13421)
• Wells Fargo Bank, N.A. (Cert # 3511)

Excess Banks as of July 7, 2025:

• Wells Fargo Bank, N.A. (Cert # 3511)
• Pinnacle Bank, TN (Cert # 35583)

Please see the Altruist Bank Sweep Program Disclosure Statement for complete details. Altruist utilizes BNY Mellon as the intermediary bank for the operation of the Program, subject to change at any time. This list may change at any time at Altruist’s discretion. You may exclude any Participating Bank from holding your funds at any time by contacting Altruist.

Recent changes to the participating bank list:

Bank	Change	Effective Date
HSBC Bank USA, N.A.	Bank added	December 4, 2024

Upcoming changes to the participating bank list:

Bank	Change	Effective Date
Bank Hapoalim	Bank to be added	Coming Soon
First Carolina Bank	Bank to be added	Coming Soon
WEX Bank	Bank to be added	Coming Soon

Participating Banks for trust accounts in Altruist Financial LLC’s (“Altruist”) Bank Sweep Program as of July 7, 2025:

• C3bank (Cert # 25249)
• Citibank, N.A. (Cert # 07213)
• Farmers & Merchants Bank (Cert # 16810)
• First Foundation (Cert # 58647)
• Freedom Bank of Virginia (Cert # 57184) 
• HSBC Bank USA, N.A. (Cert # 57890)
• Pinnacle Bank, TN (Cert # 35583)
• State Bank of India (Cert # 33682)
• Third Coast Bank (Cert # 58716) 
• Truist Bank (Cert # 09846)
• Union Bank and Trust (Cert # 13421)
• Wells Fargo Bank, N.A. (Cert # 3511)

Excess Banks as of July 7, 2025:

• Wells Fargo Bank, N.A. (Cert #3511)
• Pinnacle Bank, TN (Cert # 35583)

Please see the Altruist Cash Program Disclosure Statement for complete details. Altruist utilizes BNY Mellon as the intermediary bank for the operation of the Program, subject to change at any time. This list may change at any time at Altruist’s discretion. You may exclude any Participating Bank from holding your funds at any time by contacting Altruist.

Recent changes to the participating bank list:

Bank	Change	Effective Date
HSBC Bank USA, N.A.	Bank added	December 4, 2024

Upcoming changes to the participating bank list:

Bank	Change	Effective Date
Bank Hapoalim	Bank to be added	Coming Soon
First Carolina Bank	Bank to be added	Coming Soon
WEX Bank	Bank to be added	Coming Soon

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