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Investor Presentaiton

Supplemental 3Q 2023 Preliminary Results GAAP to Core Results: Adjusted Efficiency Ratio 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 Repositioning items Insurance revenue Adjusted net revenue for the efficiency ratio Adjusted Efficiency Ratio 3Q 23 2Q 23 QUARTERLY TREND 1Q 23 4Q 22 3Q 22 $ 1,232 $ 1,249 $ 1,266 $ 1,266 $ 1,161 (338) (358) (315) (286) (290) (30) (57) (20) [a] $ 864 $ 891 $ 951 $ 923 $ 851 $ 1,968 $ 2,079 $ 2,100 $ 2,201 $ 2,016 12 12 11 11 11 (322) (366) (407) (387) (260) [b] $ 1,658 $ 1,725 $ 1,704 $ 1,825 $ 1,767 [a] / [b] 52.1% 51.7% 55.8% 50.6% 48.2% ally do it right. 44
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