Portfolio Statement
Portfolio Statement
Portfolio Statement
Contact Us
Website www.aspiration.com
Phone (800) 683-8529
Email [email protected]
Address 4551 Glencoe Avenue,
Marina Del Rey, CA 90292
* Appreciation or depreciation of your holdings due to price changes, any distributions, and any income earned during the period.
** Excludes unpriced holdings.
Portfolio Summary
Accounts Included in This Statement
Page Account Type & Name Account Number Beginning Value Ending Value
GENERAL
INVESTMENTS
3 AS129587879 $2.03 $2.03
Aspiration Brokerage
Account
Account AS129587879
Account Value
Briseida BUSTOS Brokerage Account - Aspiration
Change in Account Value
Aspiration Account
Account Holdings
Value Percent of Account
Holding Type
* Appreciation or depreciation of your holdings due to price changes, any distributions, and any income earned during the period.
INCOME SUMMARY
Taxable -- --
Dividends -- --
Tax-exempt -- --
Dividends -- --
Interest -- --
Return of Capital -- --
Liquidations -- --
Short-term Gain -- --
Short-term Loss -- --
Long-term Loss -- --
Net Gain/Loss -- --
Program Bank Opening Balance (03/01/2022) - $2.03 Closing Balance (03/31/2022) - $2.03
Respective dates and dollar amounts are reflective of an end of day balance
Account AS129587879
Aspiration Sweep Network Information Briseida BUSTOS - Brokerage Account - Aspiration
Aspiration Account
Aspiration Account
Est.
Total
Ending Unrealized Annual Est. Yield
Description Quantity Price Cost
Value Gain/Loss Income (EY)
Basis
(EAI)
SPEND ACCOUNT
DEPOSITS IN
ASPIRATION SWEEP
NETWORK - NOT
COVERED BY SIPC - 2.03 $1.00 $2.03 N/A -- -- --
FDIC INSURED
-- Interest Rate: 0.00%
-- Annual Percentage
Yield (APY): 0.00%
SAVE ACCOUNT
DEPOSITS IN
ASPIRATION SWEEP
NETWORK - NOT
COVERED BY SIPC -
FDIC INSURED
03/01/2022 - 03/31/2022
Balances up to and
including $0 0.00 $1.00 $0.00 N/A -- -- --
Interest Rate: 0.00%
Annual Percentage Yield
(APY): 0.00%
Balances over $0
Interest Rate: 0.00%
Annual Percentage Yield
(APY): 0.00%
Funds
Est.
Total
Ending Unrealized Annual Est. Yield
Description Quantity Price Cost
Value Gain/Loss Income (EY)
Basis
(EAI)
-- -- -- -- -- -- -- --
Cost
Settlement Security Symbol / Transaction Transaction Transaction
Quantity Price Basis of
Date Name CUSIP Description Cost Total
Close
-- -- -- -- -- -- -- -- --
-- -- -- -- -- -- -- --
Cost
Posted Symbol / Transaction Transaction
Security Name Quantity Unit Price Basis of
Date CUSIP Description Total
Close
DEPOSITS IN
ASPIRATION SWEEP
-- NETWORK - NOT -- Interest -- -- -- $0.00
COVERED BY SIPC -
FDIC INSURED
Other Activity
Cost
Posted Symbol / Transaction Transaction
Security Name Quantity Unit Price Basis of
Date CUSIP Description Total
Close
DEPOSITS IN
ASPIRATION SWEEP
-- NETWORK - NOT -- Interest Reinvest -- -- -- --
COVERED BY SIPC -
FDIC INSURED
Deposits
Checks
Bill Payments
Taxes Withheld
-- -- -- --
Others
The specific time of any given transaction will be furnished upon request. Additional information on the specific parties, counterparties and agents
of any transaction listed above will also be provided upon request, to the extent that information is available. Call us at 800-683-8529 if you need
this information.
In Case of Errors or Questions About Your Electronic Transfers Telephone us at 800-683-8529 during normal business hours (Monday -
Friday, 7am - 5pm PST; Saturday - Sunday 9am - 4 pm PST), write us at [email protected] or mail to us at Aspiration Operations, 4551
Glencoe Avenue, Marina Del Ray, CA 90292 as soon as you can, if you think your statement or receipt is wrong or if you need more
information about a transfer on the statement or receipt. We must hear from you no later than 60 days after we sent you the FIRST statement
on which the error or problem appeared.
Tell us your name, Aspiration Account number, and/or 16 digit card number;
Describe the error or the transfer you are unsure about, and explain as clearly as you can why you believe it is an error or why you need more
information.
Tell us the dollar amount of the suspected error.
We will investigate your complaint and will correct any error promptly. If we take more than 10 business days to do this, we will credit your account for
the amount you think is in error, so that you will have the use of the money during the time it takes us to complete our investigation.
Additional Disclosures:
Aspiration Debit card has been issued by Coastal Community Bank, Member FDIC, and its usage is governed by terms and conditions
including in your account agreement and accompanying guide-to-benefits
Any instructions received by telephone must be re-confirmed by us in writing to protect your rights, including those under the Securities
Investor Protection Act (SIPA).
To report any complaints or concerns relating to your account, please call (800) 683-8529 or write to: