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Investor Presentaiton

Supplemental 4Q 2023 Preliminary Results GAAP to Core Results: Adjusted Efficiency Ratio - Annual Adjusted Efficiency Ratio Numerator ($ millions) GAAP noninterest expense Rep and warrant expense Insurance expense Repositioning items Adjusted noninterest expense for efficiency ratio Denominator ($ millions) Total net revenue Core OID Insurance revenue Repositioning items Adjusted net revenue for efficiency ratio Adjusted Efficiency Ratio FY 2023 FY 2022 FY 2021 FY 2020 FY 2019 FY 2018 FY 2017 $ 5,163 $ 4,687 $ 4,110 $ 3,833 $ 3,429 $ 3,264 $ 3,110 0 (0) 3 0 (1,332) (1,150) (1,061) (1,092) (1,013) (955) (950) (217) (77) (50) [a] $ 3,614 $ 3,460 $ 3,049 2,691 $ 2,416 $ 2,312 $ 2,160 $ 8,214 $ 8,428 $ 8,206 $ 6,686 $ 6,394 $ 5,804 $ 5,765 48 (1,545) 42 38 36 (1,112) (1,404) (1,376) 29 (1,328) 86 (1,035) 71 (1,118) [b] $ [a] / [b] 6,717 53.8% $ 7,358 47.0% $ 131 6,970 $ 43.7% 5,346 50.3% $ 5,095 47.4% $ 4,855 47.6% $ 4,718 45.8% ally do it right. 47
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