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Investor Presentaiton

Quarterly Profitability & NII SHUSA reported net income of $122.5 million in Q4 compared to $227.8 million in Q3 Lower NII due to higher short-term interest rates Reduction in total fees and other income driven by a decrease in operating lease income and deposit fees Continued build of the Allowance of Credit Losses ("ACL") in response to market deterioration, increased charge-offs in the RIC portfolio, and new originations in the personal unsecured portfolios NET INTEREST INCOME (NII) ($M) PPNR ($M) Santander $1,505 $1,480 $1,533 $1,599 $1,562 $917 $995 $950 $940 $882 4Q21 1Q22 2Q22 3Q22 4Q22 PRE-TAX INCOME ($M) $903 $778 $546 $304 $121 4Q21 1Q22 4Q21 1Q22 2Q22 3Q22 4Q22 NET INCOME ATTRIBUTABLE TO SHUSA 1,2 ($M) $570 $616 $439 $228 $123 2Q22 3Q22 4Q22 4Q21 1Q22 2Q22 3Q22 4Q22 8 1 Net income includes noncontrolling interest ("NCI"). 2 See Appendix for the consolidating income statement.
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