| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| RACHLEFF ANDREW S | Director, 10%+ Owner | C/O WEALTHFRONT CORPORATION, 261 HAMILTON AVENUE, PALO ALTO | /s/ Lauren Lin, as Attorney-in-Fact | 15 Dec 2025 | 0001190190 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | WLTH | Common Stock | Conversion of derivative security | +1,012,500 | +14% | 8,466,777 | 15 Dec 2025 | By Rachleff Family Revocable Trust UTD 5/19/92 | F1, F2 | ||
| transaction | WLTH | Common Stock | Conversion of derivative security | +2,832,280 | +33% | 11,299,057 | 15 Dec 2025 | By Rachleff Family Revocable Trust UTD 5/19/92 | F1, F2 | ||
| transaction | WLTH | Common Stock | Conversion of derivative security | +298,160 | +2.6% | 11,597,217 | 15 Dec 2025 | By Rachleff Family Revocable Trust UTD 5/19/92 | F1, F2 | ||
| transaction | WLTH | Common Stock | Conversion of derivative security | +3,704,406 | +32% | 15,301,623 | 15 Dec 2025 | By Rachleff Family Revocable Trust UTD 5/19/92 | F1, F2 | ||
| transaction | WLTH | Common Stock | Conversion of derivative security | +158,278 | +1% | 15,459,901 | 15 Dec 2025 | By Rachleff Family Revocable Trust UTD 5/19/92 | F1, F2 | ||
| transaction | WLTH | Common Stock | Conversion of derivative security | +761,294 | +4.9% | 16,221,195 | 15 Dec 2025 | By Rachleff Family Revocable Trust UTD 5/19/92 | F1, F2 | ||
| transaction | WLTH | Common Stock | Conversion of derivative security | +203,009 | +1.3% | 16,424,204 | 15 Dec 2025 | By Rachleff Family Revocable Trust UTD 5/19/92 | F1, F2 | ||
| holding | WLTH | Common Stock | 403,225 | 15 Dec 2025 | See Footnote 3 | F3 | |||||
| holding | WLTH | Common Stock | 403,225 | 15 Dec 2025 | See Footnote 4 | F4 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | WLTH | Series A Preferred Stock | Conversion of derivative security | -1,012,500 | -100% | 0 | 15 Dec 2025 | Common Stock | 1,012,500 | By Rachleff Family Revocable Trust UTD 5/19/92 | F1, F2 | |||
| transaction | WLTH | Series B Preferred Stock | Conversion of derivative security | -2,832,280 | -100% | 0 | 15 Dec 2025 | Common Stock | 2,832,280 | By Rachleff Family Revocable Trust UTD 5/19/92 | F1, F2 | |||
| transaction | WLTH | Series C Preferred Stock | Conversion of derivative security | -298,160 | -100% | 0 | 15 Dec 2025 | Common Stock | 298,160 | By Rachleff Family Revocable Trust UTD 5/19/92 | F1, F2 | |||
| transaction | WLTH | Series D Preferred Stock | Conversion of derivative security | -3,704,406 | -100% | 0 | 15 Dec 2025 | Common Stock | 3,704,406 | By Rachleff Family Revocable Trust UTD 5/19/92 | F1, F2 | |||
| transaction | WLTH | Series E Preferred Stock | Conversion of derivative security | -158,278 | -100% | 0 | 15 Dec 2025 | Common Stock | 158,278 | By Rachleff Family Revocable Trust UTD 5/19/92 | F1, F2 | |||
| transaction | WLTH | Series G Preferred Stock | Conversion of derivative security | -761,294 | -100% | 0 | 15 Dec 2025 | Common Stock | 761,294 | By Rachleff Family Revocable Trust UTD 5/19/92 | F1, F2 | |||
| transaction | WLTH | Series G-1 Preferred Stock | Conversion of derivative security | -203,009 | -100% | 0 | 15 Dec 2025 | Common Stock | 203,009 | By Rachleff Family Revocable Trust UTD 5/19/92 | F1, F2 |
| Id | Content |
|---|---|
| F1 | Pursuant to the Issuer's Restated Certificate of Incorporation, each share of Series D Convertible Preferred Stock, Series E Convertible Preferred Stock, Series F Convertible Preferred Stock, Series G Convertible Preferred Stock, or Series G-1 Convertible Preferred Stock (collectively, "Preferred Stock") may be converted, at the option of the holder, at any time. In connection with the completion of the Issuer's initial public offering of its Common Stock, each share of Preferred Stock automatically converted into shares of Common Stock at a ratio of 1-for-1. The securities have no expiration date. |
| F2 | The reported securities are directly held by the Rachleff Family Revocable Trust UTD 5/19/92, for which the reporting person and his spouse serve as co-trustees, and of which the reporting person and his household members are the beneficiaries. |
| F3 | The reported securities are directly held by The Jake Alexander Rachleff 2015 Irrevocable Trust u/a/d 5/15/2015, for which the reporting person and his spouse serve as co-trustees, and of which their child is the beneficiary. |
| F4 | The reported securities are directly held by The Shelby Elizabeth Rachleff 2015 Irrevocable Trust u/a/d 5/15/2015, for which the reporting person and his spouse serve as co-trustees, and of which their child is the beneficiary. |