Exhibit 99.2

First Quarter 2024 Earnings Results Presentation April 15, 2024

Results Snapshot Net Revenues Net Earnings EPS 1Q24 $14.21 billion 1Q24 $4.13 billion 1Q24 $11.58 Annualized ROE1 Annualized ROTE1 Book Value Per Share 1Q24 14.8% 1Q24 15.9% 1Q24 $321.10 (+2.4% YTD) Highlights Selected Items and FDIC Special Assessment Fee4 #1 in announced and completed M&A2 $ in millions, except per share amounts 1Q24 Pre-tax earnings: AWM historical principal investments5 $ 168 Record FICC financing and 2nd highest Equities financing net revenues GreenSky (24) General Motors (GM) Card (60) FDIC special assessment fee (78) Record Management and other fees of $2.45 billion Total impact to pre-tax earnings $ 6 Impact to net earnings $ 5 3 Impact to EPS $ 0.02 Record AUS of $2.85 trillion; 25th consecutive quarter of long-term fee-based net inflows Impact to ROE 0.0pp 1

Financial Overview Financial Results $ in millions, vs. vs. except per share amounts 1Q24 4Q23 1Q23 Global Banking & Markets $ 9,726 53% 15% Asset & Wealth Management 3,789 (14)% 18% Platform Solutions 698 21% 24% Net revenues 14,213 26% 16% Provision for credit losses 318 (45)% N.M. Operating expenses 8,658 2% 3% Pre-tax earnings $ 5,237 132% 31% Net earnings $ 4,132 106% 28% Net earnings to common $ 3,931 111% 27% Diluted EPS $ 11.58 111% 32% ROE1 14.8% 7.7pp 3.2pp ROTE1 15.9% 8.3pp 3.3pp Efficiency Ratio3 60.9% (14.1)pp (7.8)pp Financial Overview Highlights 1Q24 results included EPS of $11.58 and ROE of 14.8% — 1Q24 net revenues were higher YoY, reflecting higher net revenues across all segments — 1Q24 provision for credit losses was $318 million, reflecting net provisions related to both the credit card portfolio (driven by net charge-offs) and wholesale loans (driven by impairments) — 1Q24 operating expenses were slightly higher YoY, reflecting higher compensation and benefits expenses, partially offset by lower non-compensation expenses Net Revenues by Segment ($ in millions) $14,213 $12,224 $11,318 Global Banking $9,726 & Markets $6,354 $8,444 Asset & Wealth Management Platform Solutions $3,789 $4,387 $3,216 $698 $577 $564 1Q24 4Q23 1Q23 2

Global Banking & Markets Financial Results Global Banking & Markets Highlights 1Q24 net revenues were higher YoY vs. vs. — Investment banking fees reflected significantly higher net revenues in Debt underwriting, $ in millions 1Q24 4Q23 1Q23 Advisory and Equity underwriting Investment banking fees $ 2,080 26% 32% — FICC reflected significantly higher net revenues in financing and higher net revenues in intermediation FICC 4,323 113% 10% — Equities reflected higher net revenues in intermediation and slightly higher net revenues in financing 3,311 Investment banking fees backlog3 decreased QoQ, primarily in Advisory Equities 27% 10% 1Q24 select data3: Other 12 (80)% N.M. — Total assets of $1.45 trillion — Loan balance of $122 billion Net revenues 9,726 53% 15% — Net interest income of $243 million Provision for credit losses 96 (49)% (26)% Global Banking & Markets Net Revenues ($ in millions) Operating expenses 5,153 19% 11% Pre-tax earnings $ 4,477 145% 21% $9,726 $ 3,532 107% 18% $8,444 Net earnings $2,080 Investment $1,579 banking fees Net earnings to common $ 3,377 112% 17% $6,354 FICC $4,323 $1,652 Average common equity $ 75,000 1% 8% $3,931 Equities $2,034 Return on average common equity 18.0% 9.4pp 1.4pp Other $3,311 $2,607 $3,015 $12 $61 $(81) 1Q24 4Q23 1Q23 3

Global Banking & Markets – Net Revenues Net Revenues Global Banking & Markets Net Revenues Highlights 1Q24 Investment banking fees were significantly higher YoY vs. vs. — Advisory reflected an increase in completed mergers and acquisitions transactions $ in millions 1Q24 4Q23 1Q23 — Equity underwriting primarily reflected an increase in initial public and secondary offerings Advisory $ 1,011 1% 24% — Debt underwriting primarily reflected a significant increase in leveraged finance activity Equity underwriting 370 47% 45% 1Q24 FICC net revenues were higher YoY — FICC intermediation reflected significantly higher net revenues in mortgages and higher net Debt underwriting 699 77% 38% revenues in currencies and credit products, partially offset by lower net revenues in commodities and slightly lower net revenues in interest rate products Investment banking fees 2,080 26% 32% — FICC financing was a record and primarily reflected significantly higher net revenues from mortgages and structured lending FICC intermediation 3,471 168% 6% 1Q24 Equities net revenues were higher YoY — Equities intermediation reflected significantly higher net revenues in derivatives FICC financing 852 15% 31% — Equities financing net revenues were slightly higher; record average prime balances FICC 4,323 113% 10% Equities intermediation 1,989 32% 14% Equities financing 1,322 20% 4% Equities 3,311 27% 10% Other 12 (80)% N.M. Net revenues $ 9,726 53% 15% 4

Asset & Wealth Management Financial Results vs. vs. $ in millions 1Q24 4Q23 1Q23 Management and other fees: Asset management $ 1,113 2% 8% Wealth management 1,339 (1)% 7% Total Management and other fees 2,452 –7% Incentive fees 88 49% 66% Private banking and lending 682 3% 93% Equity investments 222 (74)% 87% Debt investments 345 (10)% (15)% Net revenues 3,789 (14)% 18% Provision for credit losses (22) (144)% 96% Operating expenses 2,934 (18)% (7)% Pre-tax earnings $ 877 8% 43% Net earnings $ 692 5% 40% Net earnings to common $ 653 3% 41% Average common equity $ 26,456 (5)% (19)% Return on average common equity 9.9% 0.8pp 4.2pp Asset & Wealth Management Highlights 1Q24 net revenues were higher YoY — Management and other fees primarily reflected the impact of higher average AUS — Private banking and lending net revenues reflected the impact of the sale of the Marcus loans portfolio in 2023 (including the significant mark-down of the portfolio in 1Q23), partially offset by the impact of lower deposit spreads — Equity investments reflected: o Private: 1Q24 ~$330 million, compared to 1Q23 ~$35 million o Public: 1Q24 ~$(110) million, compared to 1Q23 ~$85 million — Debt investments reflected lower net interest income due to a reduction in the debt investments balance sheet 1Q24 select data3: — Total assets of $190 billion — Loan balance of $45 billion, of which $33 billion related to Private banking and lending — Net interest income of $691 million — Total Wealth management client assets6 of ~$1.5 trillion — Pre-tax margin of 23% Asset & Wealth Management Net Revenues ($ in millions) $4,387 $3,789 Management and other fees $3,216 Incentive $2,445 fees $2,452 Private banking and lending $59 $2,282 Equity $661 investments $88 Debt $682 $838 $53 investments $354 $222 $119 $345 $384 $408 1Q24 4Q23 1Q23 5

Asset & Wealth Management – Assets Under Supervision AUS Rollforward3 AUS by Asset Class3 $ in billions 1Q24 4Q23 1Q23 $ in billions 1Q24 4Q23 1Q23 Beginning balance $ 2,812 $ 2,680 $ 2,547 Alternative investments $ 296 $ 295 $ 268 Long-term AUS net inflows / (outflows) 24 51 8 Equity 713 658 597 Liquidity products (39) (37) 49 Fixed income 1,141 1,122 1,047 Total AUS net inflows / (outflows) (15) 14 57 Long-term AUS 2,150 2,075 1,912 Acquisitions / (dispositions) – (23) – Liquidity products 698 737 760 Net market appreciation / (depreciation) 51 141 68 Total AUS $ 2,848 $ 2,812 $ 2,672 Ending balance $ 2,848 $ 2,812 $ 2,672 AUS by Client Channel3 $ in billions 1Q24 4Q23 1Q23 AUS Highlights3 Institutional $ 1,048 $ 1,033 $ 939 Wealth management 845 798 745 During the quarter, AUS increased $36 billion to a record $2.85 trillion — Net market appreciation in equity assets Third-party distributed 955 981 988 Total AUS $ 2,848 $ 2,812 $ 2,672 — Net inflows in fixed income assets — Net outflows in liquidity products 1Q24 AUS by Region and Vehicle3 Total AUS net outflows of $15 billion during the quarter, of which: — $44 billion of net outflows in Third-party distributed client channel 7% 13% — $17 billion of net inflows in Wealth management client channel 23% — $12 billion of net inflows in Institutional client channel Region Vehicle 56% 31% 70%

Asset & Wealth Management – Alternative Investments Alternative Investments AUS and Effective Fees3 Alternative Investments Highlights3 1Q24 Management and other fees from alternative investments were $486 million, down 2% 1Q24 compared with 1Q23 $ in billions Average AUS Effective Fees (bps) During the quarter, alternative investments AUS increased $1 billion to $296 billion Corporate equity $ 109 78 1Q24 gross third-party alternatives fundraising across strategies was $14 billion, including: Credit 55 72 — $4 billion in corporate equity, $7 billion in credit, $1 billion in real estate and $2 billion in hedge Real estate 23 59 funds and other Hedge funds and other 66 62 — $265 billion raised since the end of 2019 Funds and discretionary accounts 253 71 During the quarter, on-balance sheet alternative investments declined by $2.2 billion to $44.0 billion Advisory accounts 42 17 — Historical principal investments5 declined by $1.5 billion to $14.8 billion and included $3.1 Total alternative investments AUS $ 295 63 billion of loans, $3.5 billion of debt securities, $3.8 billion of equity securities and $4.4 billion of CIE investments and other On-Balance Sheet Alternative Investments3 Historical Principal Investments Rollforward3,5 ($ in billions) $ in billions 1Q24 $ in billions 1Q24 Loans $ 12.1 Client co-invest $ 20.5 $16.3 $(0.1) $0.2 $(1.6) Debt securities 10.4 Firmwide initiatives / CRA investments 8.7 $14.8 Equity securities 13.1 Historical principal investments5 14.8 CIE investments and other7 8.4 Total On-B/S alternative investments $ 44.0 Total On-B/S alternative investments $ 44.0 Historical principal investments ($ in billions) $29.7 $9bn $16.3 $14.8 Attributed $6bn $5bn Equity Attributed Attributed Equity Equity YE22 YE23 1Q24 7

Platform Solutions Financial Results Platform Solutions Highlights 1Q24 net revenues were higher YoY vs. vs. — Consumer platforms primarily reflected higher average credit card balances and higher $ in millions 1Q24 4Q23 1Q23 average deposit balances Consumer platforms $ 618 23% 26% — Transaction banking and other reflected higher deposit spreads 1Q24 provision for credit losses of $244 million reflected net provisions related to the credit card Transaction banking and other 80 10% 8% portfolio (driven by net charge-offs) 1Q24 select data3: Net revenues 698 21% 24% — Total assets of $59 billion Provision for credit losses 244 (39)% (8)% — Loan balance of $17 billion — Net interest income of $674 million Operating expenses 571 1% (6)% Pre-tax earnings / (loss) $ (117) 70% 62% Platform Solutions Net Revenues ($ in millions) Net earnings / (loss) $ (92) 74% 63% Net earnings / (loss) to common $ (99) 73% 61% $698 Average common equity $ 4,734 30% 20% $577 $564 Return on average common equity (8.4)% 31.3pp 17.3pp Consumer platforms $618 Transaction $504 $490 banking and other $80 $73 $74 1Q24 4Q23 1Q23 8

Loans and Net Interest Income Loans by Segment3 ($ in billions) Loans by Type3 Metrics $184 $183 $178 $ in billions 1Q24 4Q23 1Q23 2.8% Corporate $ 36 $ 36 $ 40 ALLL to Total Gross Loans, at Commercial real estate 27 26 29 Amortized Cost Residential real estate 24 25 22 1.6% $122 $117 $109 Global Banking & Markets Securities-based lending 14 15 16 ALLL to Gross Wholesale Loans, at Other collateralized lending 67 62 53 Amortized Cost Asset & Wealth Management Installment – 3 6 13.7% Credit cards 19 19 15 ALLL to Gross $53 Platform Consumer Loans, at $45 $46 Solutions Other 2 2 2 Amortized Cost Allowance for loan losses (5) (5) (5) ~80% $17 $20 $16 Total loans $ 184 $ 183 $ 178 Gross Loans 1Q24 4Q23 1Q23 Secured Net Interest Income by Segment ($ in millions) Loans and Net Interest Income Highlights3 ??1Q24 loans increased slightly QoQ $1,781 — Gross loans by type: $178 billion—amortized cost, $6 billion—fair value, $5 billion—held for sale $1,608 — Average loans of $185 billion $243 $347 — Total allowance for loan losses and losses on lending commitments was $5.54 billion ($4.90 $1,339 billion for funded loans) $22 Global Banking o $3.18 billion for wholesale loans, $2.36 billion for consumer loans & Markets $691 — Net charge-offs of $380 million for an annualized net charge-off rate of 0.9% $697 $886 Asset & Wealth Management o 0.0% for wholesale loans, 8.4% for consumer loans ??1Q24 net interest income decreased 10% YoY, reflecting an increase in funding costs supporting Platform Solutions trading activities $674 $620 — 1Q24 average interest-earning assets of $1.53 trillion $548 1Q24 4Q23 1Q23 9

Commercial Real Estate (CRE) 1Q24 Firmwide Loans, Net of ALLL3 1Q24 AWM On-Balance Sheet Alternative Investments3 $ in billions 1Q24 $ in billions CRE-related Office-related Warehouse / other indirect $12 Loans (included in firmwide loans) $ 1.6 $ 0.2 Industrials $3 Multifamily $3 $26 Hospitality $2 Debt securities $ 0.5 $ 0.1 Mixed use $1 Office $1 Other $4 Equity securities $ 3.8 $ 0.3 CIE investments7 $ 4.7 / 2.0 $ 0.6 CRE loans Other loans gross / net net of financings of financings 14.1% 2.4% 0.3% CRE Loans to Past Due (30+ days) Ratio 1Q24 Annualized Total Loans, Net of on CRE Loans, at Net Charge-Off Ratio ALLL Amortized Cost on CRE Loans, at Amortized Cost 50% of the CRE loan portfolio was investment-grade, based on internally determined public Office-related exposures were primarily secured by Class A office properties rating agency equivalents ~36% of the CRE-related on-balance sheet alternative investments consisted of historical Office-related loans were primarily secured by Class A office properties principal investments, which the firm intends to exit over the medium term5 Additionally, the firm has $3.4 billion of CRE-related unfunded lending commitments, including $0.6 billion of office-related commitments 10

Expenses Financial Results Expense Highlights ??1Q24 total operating expenses were slightly higher YoY vs. vs. — Compensation and benefits expenses were higher, reflecting improved operating $ in millions 1Q24 4Q23 1Q23 performance Compensation and benefits $ 4,585 27% 12% — Non-compensation expenses were lower, reflecting: o Significantly lower impairments related to consolidated real estate investments (in Transaction based 1,497 3% 7% depreciation and amortization) o Partially offset by higher transaction based expenses and an incremental expense for the FDIC special assessment fee of $78 million (in other expenses) Market development 153 (13)% (11)% ??The effective income tax rate for 1Q24 was 21.1%, up from the full year rate of 20.7% for 2023, primarily due to a decrease in permanent tax benefits, partially offset by changes in the Communications and technology 470 (7)% 1% geographic mix of earnings Depreciation and amortization 627 (20)% (35)% Efficiency Ratio3 Occupancy 247 (8)% (7)% Professional fees 384 (18)% – 68.7% 60.9% Other expenses 695 (44)% 7% Total operating expenses $ 8,658 2% 3% Provision for taxes $ 1,105 349% 46% Effective Tax Rate 21.1% 1Q24 1Q23 11

Capital and Balance Sheet Capital3 Capital and Balance Sheet Highlights3 ??Standardized CET1 capital ratio increased QoQ, reflecting an increase in CET1 capital 1Q24 4Q23??Advanced CET1 capital ratio increased QoQ, primarily reflecting a decrease in credit RWAs and an increase in CET1 capital Standardized CET1 capital ratio 14.7% 14.4% ??Returned $2.43 billion of capital to common shareholders during the quarter Advanced CET1 capital ratio 15.9% 14.9% — 3.9 million common shares repurchased for a total cost of $1.50 billion — $929 million of common stock dividends Supplementary leverage ratio (SLR) 5.4% 5.5% ??Deposits of $441 billion consisted of consumer $174 billion, private bank $101 billion, transaction banking $64 billion, brokered CDs $42 billion, deposit sweep programs $31 billion and other $29 billion??BVPS increased 2.4% QoQ, driven by net earnings Selected Balance Sheet Data3 Book Value $ in billions 1Q24 4Q23 In millions, except per share amounts 1Q24 4Q23 Total assets $ 1,698 $ 1,642 Basic shares3 334.3 337.1 Deposits $ 441 $ 428 Book value per common share $ 321.10 $ 313.56 Unsecured long-term borrowings $ 234 $ 242 Tangible book value per common share1 $ 300.40 $ 292.52 Shareholders’ equity $ 118 $ 117 Average GCLA $ 423 $ 414 12

Cautionary Note Regarding Forward-Looking Statements This presentation contains “forward-looking statements” within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements are not historical facts or statements of current conditions, but instead represent only the firm’s beliefs regarding future events, many of which, by their nature, are inherently uncertain and outside of the firm’s control. It is possible that the firm’s actual results, financial condition and liquidity may differ, possibly materially, from the anticipated results, financial condition and liquidity in these forward-looking statements. For information about some of the risks and important factors that could affect the firm’s future results, financial condition and liquidity and the forward-looking statements below, see “Risk Factors” in Part I, Item 1A of the firm’s Annual Report on Form 10-K for the year ended December 31, 2023. Information regarding the firm’s assets under supervision, capital ratios, risk-weighted assets, supplementary leverage ratio, balance sheet data and global core liquid assets (GCLA) consists of preliminary estimates. These estimates are forward-looking statements and are subject to change, possibly materially, as the firm completes its financial statements. Statements regarding (i) estimated GDP growth or contraction, interest rate and inflation trends and volatility, (ii) the timing, profitability, benefits and other prospective aspects of business initiatives and the achievability of targets and goals, (iii) the future state of the firm’s liquidity and regulatory capital ratios (including the firm’s stress capital buffer and G-SIB buffer, and the potential impact of changes to U.S. regulatory capital rules), (iv) the firm’s prospective capital distributions (including dividends and repurchases), (v) the firm’s future effective income tax rate, (vi) the firm’s Investment banking fees backlog and future results, (vii) the firm’s planned 2024 benchmark debt issuances, (viii) the impact of Russia’s invasion of Ukraine and related sanctions and other developments and the impact of the conflict in the Middle East on the firm’s business, results and financial position, and (ix) the firm’s ability to sell, and the terms of any proposed or pending sale of, Asset & Wealth Management historical principal investments and the firm’s ability to transition the GM credit card are forward-looking statements. Statements regarding estimated GDP growth or contraction, interest rate and inflation trends and volatility are subject to the risk that actual GDP growth or contraction, interest rate and inflation trends and volatility may differ, possibly materially, due to, among other things, changes in general economic conditions and monetary and fiscal policy. Statements about the timing, profitability, benefits and other prospective aspects of business initiatives and the achievability of targets and goals are based on the firm’s current expectations regarding the firm’s ability to effectively implement these initiatives and achieve these targets and goals and may change, possibly materially, from what is currently expected. Statements about the future state of the firm’s liquidity and regulatory capital ratios (including the firm’s stress capital buffer and G-SIB buffer), as well as its prospective capital distributions (including dividends and repurchases), are subject to the risk that the firm’s actual liquidity, regulatory capital ratios and capital distributions may differ, possibly materially, from what is currently expected, including due to, among other things, potential future changes to regulatory capital rules, which may not be what the firm expects. Statements about the firm’s future effective income tax rate are subject to the risk that the firm’s future effective income tax rate may differ from the anticipated rate indicated, possibly materially, due to, among other things, changes in the tax rates applicable to the firm, the firm’s earnings mix or profitability, the entities in which the firm generates profits and the assumptions made in forecasting the firm’s expected tax rate, and potential future guidance from tax authorities. Statements about the firm’s Investment banking fees backlog and future advisory and capital market results are subject to the risk that advisory and capital market activity may not increase as the firm expects or that transactions may be modified or may not be completed at all, and related net revenues may not be realized or may be materially less than expected. Important factors that could have such a result include, for underwriting transactions, a decline or weakness in general economic conditions, an outbreak or worsening of hostilities, including those in Ukraine and the Middle East, volatility in the securities markets or an adverse development with respect to the issuer of the securities and, for financial advisory transactions, a decline in the securities markets, an inability to obtain adequate financing, an adverse development with respect to a party to the transaction or a failure to obtain a required regulatory approval. Statements regarding the firm’s planned 2024 benchmark debt issuances are subject to the risk that actual issuances may differ, possibly materially, due to changes in market conditions, business opportunities or the firm’s funding needs. Statements about the impact of Russia’s invasion of Ukraine and related sanctions and other developments and the impact of the conflict in the Middle East on the firm’s business, results and financial position are subject to the risks that hostilities may escalate and expand, that sanctions may increase and that the actual impact may differ, possibly materially, from what is currently expected. Statements about the proposed or pending sales of Asset & Wealth Management historical principal investments are subject to the risks that buyers may not bid on these assets or bid at levels, or with terms, that are unacceptable to the firm, and that the performance of these activities may deteriorate as a result of the proposed and pending sales, and statements about the process to transition the GM credit card are subject to the risk that a transaction may not close on the anticipated timeline or at all, including due to a failure to obtain requisite regulatory approvals. 13

Footnotes 1. Annualized return on average common shareholders’ equity (ROE) is calculated by dividing annualized net earnings applicable to common shareholders by average monthly common shareholders’ equity. Annualized return on average tangible common shareholders’ equity (ROTE) is calculated by dividing annualized net earnings applicable to common shareholders by average monthly tangible common shareholders’ equity. Tangible common shareholders’ equity is calculated as total shareholders’ equity less preferred stock, goodwill and identifiable intangible assets. Tangible book value per common share (TBVPS) is calculated by dividing tangible common shareholders’ equity by basic shares. Management believes that tangible common shareholders’ equity and TBVPS are meaningful because they are measures that the firm and investors use to assess capital adequacy and that ROTE is meaningful because it measures the performance of businesses consistently, whether they were acquired or developed internally. Tangible common shareholders’ equity, ROTE and TBVPS are non-GAAP measures and may not be comparable to similar non-GAAP measures used by other companies. The table below presents a reconciliation of average and ending common shareholders’ equity to average and ending tangible common shareholders’ equity: AVERAGE FOR THE AS OF THREE MONTHS ENDED Unaudited, $ in millions MARCH 31, 2024 MARCH 31, 2024 DECEMBER 31, 2023 MARCH 31, 2023 Total shareholders’ equity $ 117,393 $ 118,546 $ 116,905 $ 117,509 Preferred stock (11,203) (11,203) (11,203) (10,703) Common shareholders’ equity 106,190 107,343 105,702 106,806 Goodwill (5,903) (5,897) (5,916) (6,439) Identifiable intangible assets (1,124) (1,021) (1,177) (1,965) Tangible common shareholders’ equity $ 99,163 $ 100,425 $ 98,609 $ 98,402 2. Dealogic – January 1, 2024 through March 31, 2024. 3. For information about the following items, see the referenced sections in Part II, Item 7 “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in the firm’s Annual Report on Form 10-K for the year ended December 31, 2023: (i) Investment banking fees backlog – see “Results of Operations – Global Banking & Markets”, (ii) assets under supervision (AUS) – see “Results of Operations – Asset & Wealth Management – Assets Under Supervision”, (iii) efficiency ratio – see “Results of Operations – Operating Expenses”, (iv) basic shares – see “Balance Sheet and Funding Sources – Balance Sheet Analysis and Metrics”, (v) share repurchase program – see “Capital Management and Regulatory Capital – Capital Management” and (vi) global core liquid assets – see “Risk Management – Liquidity Risk Management.” For information about the following items, see the referenced sections in Part II, Item 8 “Financial Statements and Supplementary Data” in the firm’s Annual Report on Form 10-K for the year ended December 31, 2023: (i) interest-earning assets – see “Statistical Disclosures – Distribution of Assets, Liabilities and Shareholders’ Equity” and (ii) risk-based capital ratios and the supplementary leverage ratio – see Note 20 “Regulation and Capital Adequacy.” Represents a preliminary estimate for the first quarter of 2024 for the firm’s assets under supervision, capital ratios, risk-weighted assets, supplementary leverage ratio, balance sheet data and global core liquid assets. These may be revised in the firm’s Quarterly Report on Form 10-Q for the period ended March 31, 2024. 4. Includes selected items that the firm has sold or is selling related to the narrowing of the firm’s ambitions in consumer-related activities and related to the transitioning of Asset & Wealth Management to a less capital-intensive business. In 1Q24, the FDIC notified banks subject to the special assessment fee that the estimated cost to the Deposit Insurance Fund resulting from the closures in 2023 of Silicon Valley Bank and Signature Bank has increased. As a result, the firm recognized an incremental pre-tax expense of $78 million. Net earnings reflects the effective income tax rate for the respective segment of each item. 14

Footnotes—Continued 5. Includes consolidated investment entities (CIEs) and other legacy investments the firm intends to exit over the medium term (medium term refers to a 3-5 year time horizon from year-end 2022). 6. Consists of AUS, brokerage assets and Marcus deposits. 7. Includes CIEs and other investments. CIEs are generally accounted for at historical cost less depreciation. Substantially all of the firm’s CIEs are engaged in commercial real estate investment activities. Assets held by CIEs of $5 billion as of March 31, 2024 and $6 billion as of December 31, 2023 were funded with liabilities of approximately $3 billion as of both March 31, 2024 and December 31, 2023. Substantially all such liabilities are nonrecourse, thereby reducing the firm’s equity at risk. 15