Company: WLTH
Filing Date: 2025-12-12
Form Type: 424B4
Source: 0001628280-25-056780
Chunk: 171

Company: WEALTHFRONT CORP
Filing Date: 2025-12-12
Form: 424B4
Chunk 171
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 | $    |                      34,284 |   |     | $    | 43,774 |   |     | $      | 9,490 |   |     |          | 28 | % |     | $    |                    29,361 |   |     | $    | 42,411 |   |     | $      | 13,050 |   |     |          | 44 | % |
| Cash management assets (off-balance sheet), end of the period       |     |      |                      38,085 |   |     |      | 46,579 |   |     |        | 8,494 |   |     |          | 22 | % |     |      |                    38,085 |   |     |      | 46,579 |   |     |        |  8,494 |   |     |          | 22 | % |
| Average(1)                                                          |     |      |                      36,185 |   |     |      | 45,177 |   |     |        | 8,992 |   |     |          | 25 | % |     |      |                    33,723 |   |     |      | 44,495 |   |     |        | 10,772 |   |     |          | 32 | % |
| Cash management revenue                                             |     |      |                        58.3 |   |     |      |   68.9 |   |     |        |  10.5 |   |     |          | 18 | % |     |      |                     108.7 |   |     |      |  133.1 |   |     |        |   24.4 |   |     |          | 22 | % |
| Annualized cash management fee rate(2)                              |     |      |                        0.64 | % |     |      |   0.60 | % |     |        | -0.03 | % |     |          | -5 | % |     |      |                      0.65 | % |     |      |   0.60 | % |     |        |  -0.04 | % |     |          | -7 | % |

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(1) Average balance rows represent the simple average of the beginning of period and end of period balances.

(2) Annualized