Raising 2022 Full Year Outlook

Topline Growth Driven by Recurring Net Interest Income Stream Combined With Strong Marketplace Revenue Total Non-Interest Income Net Revenue¹ ($ in millions) ■Net Interest Income $289.5 $262.2 $246.2 $99.7 $204.4 $83.1 $65.3 $45.9 $105.8 $18.5 $180.9 $179.1 $189.9 $158.5 $87.3 1Q21 2Q21 3Q21 4Q21 1Q22 Total Net Revenue QoQ 40% 93% 20% 7% 10% Net Interest Income 538% 148% 42% 27% 20% QoQ Non-Interest Income 20% 81% 14% (1%) 6% QoQ LendingClub 1) Note: There may be differences between the sum of the quarterly results due to rounding. Net Interest Income 439% YoY growth reflects average loan growth of 65% and NIM expansion to 8.6% Non-Interest Income Marketplace revenue reflects YoY marketplace origination growth of $1.2B and stronger loan investor demand 11

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