Bank Accounts

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Content

data
Date
Sep-01
Sep-01
Sep-01
Sep-01
Sep-01
Sep-01
Sep-01
Sep-01
Sep-01
Sep-01
Sep-01
Sep-01
Sep-01
Sep-01
Sep-01
Sep-01
Sep-01
Sep-01
Sep-01
Sep-01
Sep-01
Sep-01
Sep-01
Sep-02
Sep-02
Sep-02
Sep-02
Sep-02
Sep-02
Sep-02
Sep-02
Sep-02
Sep-02
Sep-02
Sep-02
Sep-02
Sep-02
Sep-02
Sep-03
Sep-03
Sep-03

Amount
5,000
14,571
500
15,000
4,623
8,721
15,276
5,000
15,759
12,000
7,177
6,837
3,171
50,000
4,690
12,438
5,000
7,000
11,957
13,636
16,000
5,879
4,000
10,000
7,427
4,500
12,962
500
5,364
45,000
14,867
13,061
11,779
4,995
10,096
14,861
500
5,524
5,862
12,592
7,188

AcctType
IRA
CD
Checking
CD
Savings
Savings
Savings
Savings
CD
CD
Savings
Savings
Checking
Savings
Checking
Checking
Checking
Savings
Checking
CD
CD
Checking
Savings
CD
Checking
Checking
Checking
Checking
Checking
CD
Checking
Checking
CD
Checking
Savings
Savings
Checking
Checking
Savings
Savings
Checking

Page 1

OpenedBy
New Accts
Teller
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
Teller
New Accts
Teller
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
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Teller
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New Accts
New Accts
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New Accts
Teller
Teller
Teller

Branch
Central
Central
Central
Central
North County
Westside
North County
Westside
Westside
Westside
North County
Westside
Westside
Central
North County
Central
North County
North County
Central
North County
Central
Central
Central
North County
North County
North County
Central
Central
Central
North County
North County
Central
Central
Central
Central
Central
Central
Central
North County
Central
Westside

data
Sep-03
Sep-03
Sep-03
Sep-03
Sep-03
Sep-03
Sep-03
Sep-03
Sep-03
Sep-03
Sep-03
Sep-03
Sep-03
Sep-03
Sep-04
Sep-04
Sep-04
Sep-04
Sep-04
Sep-04
Sep-04
Sep-04
Sep-04
Sep-04
Sep-04
Sep-04
Sep-04
Sep-04
Sep-04
Sep-04
Sep-04
Sep-04
Sep-04
Sep-04
Sep-04
Sep-04
Sep-04
Sep-04
Sep-04
Sep-04
Sep-04
Sep-04

9,159
9,208
5,756
14,480
7,028
9,397
14,067
500
12,429
5,538
12,953
8,190
4,348
6,071
13,000
15,000
12,824
250
3,000
9,095
240
3,075
4,309
12,000
4,000
4,000
2,000
5,025
65,000
6,307
5,000
12,203
6,000
13,215
35,000
13,000
14,548
500
11,000
2,878
9,000
240

Checking
Checking
Savings
Checking
CD
Checking
CD
Checking
CD
Savings
Savings
Savings
Savings
Savings
CD
CD
CD
Checking
Checking
IRA
Checking
Checking
Savings
CD
Checking
Checking
IRA
CD
Savings
Savings
Checking
CD
Savings
Checking
CD
CD
CD
Checking
CD
Savings
CD
Checking

Page 2

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Teller
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New Accts
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New Accts
New Accts
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New Accts
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New Accts
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New Accts
New Accts
New Accts
New Accts
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New Accts
New Accts
New Accts
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New Accts
New Accts
New Accts
Teller
New Accts
New Accts
Teller
New Accts

North County
Central
North County
Central
North County
North County
North County
Westside
Westside
Central
Central
North County
Central
North County
North County
Westside
Westside
North County
Central
Central
Central
Westside
Central
Westside
Central
North County
Westside
North County
Westside
North County
North County
North County
Central
North County
Central
Central
Central
Central
Central
North County
Central
Central

data
Sep-04
Sep-04
Sep-04
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-05
Sep-06
Sep-06
Sep-06
Sep-06
Sep-06
Sep-06

50,000
13,519
14,702
9,705
11,135
12,000
1,000
7,434
3,000
13,500
8,456
7,770
4,000
13,000
100
12,310
3,715
4,231
100
3,644
5,701
3,559
5,000
275
11,761
45,000
1,000
200
3,000
10,135
7,000
5,807
17,000
7,839
10,612
200
400
14,158
6,762
11,719
500
5,000

CD
CD
CD
CD
CD
CD
Checking
Checking
Checking
CD
CD
CD
Checking
CD
Checking
Savings
Checking
Checking
Checking
Checking
Savings
Savings
Checking
Checking
CD
CD
Savings
Checking
Checking
Savings
IRA
CD
CD
CD
Savings
Checking
Checking
Checking
Savings
Checking
Savings
CD

Page 3

New Accts
New Accts
Teller
New Accts
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New Accts
New Accts
Teller
New Accts
Teller
Teller
New Accts
New Accts
New Accts
New Accts
New Accts

North County
Central
North County
Westside
Central
Central
Central
Central
Central
North County
Central
Central
North County
Westside
North County
Westside
Central
Central
Central
Central
Central
Central
North County
North County
Central
Westside
North County
Westside
North County
Central
North County
North County
Westside
Central
North County
Westside
Central
Westside
Central
Westside
Westside
North County

data
Sep-06
Sep-06
Sep-06
Sep-06
Sep-06
Sep-06
Sep-06
Sep-06
Sep-06
Sep-06
Sep-06
Sep-06
Sep-06
Sep-06
Sep-06
Sep-06
Sep-06
Sep-06
Sep-06
Sep-06
Sep-06
Sep-06
Sep-06
Sep-06
Sep-06
Sep-06
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07

11,552
7,342
90,000
11,828
14,644
3,820
100
10,000
15,208
7,777
13,574
7,000
8,371
12,455
13,669
200
5,221
12,000
3,807
14,841
10,056
10,219
133
5,000
124
5,000
4,005
13,519
4,405
10,373
12,164
250
2,878
344
4,000
12,000
7,277
11,000
4,000
5,282
14,974
500

CD
Checking
CD
CD
CD
Checking
Checking
IRA
CD
Checking
Savings
Savings
Savings
IRA
CD
Savings
Checking
CD
Checking
CD
Checking
Checking
Checking
Savings
Checking
CD
CD
CD
Savings
CD
CD
Savings
Savings
Checking
Checking
CD
IRA
CD
Checking
Checking
Checking
Checking

Page 4

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New Accts
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Teller
Teller
New Accts

North County
Central
Central
Central
Westside
North County
Central
North County
Central
Westside
Central
North County
Central
North County
Central
Central
Central
North County
Westside
North County
North County
Central
Westside
North County
Central
Central
Westside
Central
Westside
Westside
Westside
North County
North County
Westside
North County
North County
North County
Central
Central
Central
Central
North County

data
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-07
Sep-08
Sep-08
Sep-08

13,390
12,063
500
600
15,703
8,000
14,548
13,903
6,307
3,171
6,202
9,009
245
400
11,594
35,000
5,000
500
7,865
4,198
500
4,535
240
100
13,000
4,000
17,000
75,000
13,428
2,000
2,749
3,000
11,721
4,006
50,000
10,492
14,000
16,000
4,000
9,000
4,000
14,969

Savings
Savings
Checking
Savings
CD
Savings
CD
CD
Savings
Checking
Savings
Checking
Checking
Checking
CD
CD
Savings
Checking
Checking
CD
Checking
Checking
Checking
Checking
CD
Savings
CD
CD
CD
IRA
Checking
Checking
Savings
Savings
CD
Checking
CD
CD
Checking
IRA
Checking
CD

Page 5

New Accts
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New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
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New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
Teller
New Accts
New Accts
New Accts
New Accts
Teller

Central
Westside
Westside
Central
Central
Central
Central
Central
North County
Westside
Central
Central
North County
Central
Central
Central
Central
Westside
Central
North County
North County
North County
Central
Central
Central
Central
Central
North County
Central
Westside
Central
Central
Central
North County
North County
North County
North County
Central
Westside
Central
North County
Westside

data
Sep-08
Sep-08
Sep-08
Sep-08
Sep-08
Sep-08
Sep-08
Sep-08
Sep-08
Sep-08
Sep-08
Sep-08
Sep-08
Sep-08
Sep-08
Sep-08
Sep-08
Sep-08
Sep-08
Sep-08
Sep-08
Sep-09
Sep-09
Sep-09
Sep-09
Sep-09
Sep-09
Sep-09
Sep-09
Sep-09
Sep-09
Sep-10
Sep-10
Sep-10
Sep-10
Sep-10
Sep-10
Sep-10
Sep-10
Sep-10
Sep-10
Sep-10

8,915
6,000
4,853
3,434
4,000
500
5,570
3,845
8,815
4,329
1,000
10,553
500
6,000
12,505
4,681
4,635
8,093
4,000
100
9,154
14,475
12,794
6,674
4,805
8,801
6,794
13,524
8,174
6,586
9,268
12,303
8,512
12,516
10,097
500
9,877
4,915
7,316
4,295
11,935
9,624

Savings
Checking
Savings
Checking
Checking
Savings
Checking
Savings
Savings
CD
Checking
Checking
Checking
Savings
CD
CD
Checking
Checking
Savings
Checking
CD
Savings
Checking
Savings
Checking
CD
CD
CD
CD
CD
CD
CD
CD
Checking
CD
Checking
Savings
Checking
Savings
Checking
CD
Checking

Page 6

New Accts
Teller
New Accts
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New Accts
New Accts
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New Accts
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New Accts
New Accts
New Accts
Teller
New Accts
Teller
New Accts
Teller
New Accts
Teller
New Accts
Teller
Teller
New Accts
New Accts
New Accts
Teller
Teller
New Accts
Teller
Teller
Teller
Teller
Teller

Central
Westside
Central
Central
Central
Westside
North County
Westside
Central
Westside
Central
North County
Westside
Central
Westside
Westside
Central
Central
North County
Central
Central
Central
North County
North County
North County
North County
Westside
Westside
North County
Westside
Westside
North County
Westside
Central
Central
Central
Central
Central
Central
Central
North County
Central

data
Sep-10
Sep-10
Sep-10
Sep-11
Sep-11
Sep-11
Sep-11
Sep-11
Sep-11
Sep-11
Sep-11
Sep-11
Sep-11
Sep-11
Sep-11
Sep-11
Sep-11
Sep-11
Sep-11
Sep-11
Sep-11
Sep-11
Sep-11
Sep-11
Sep-11
Sep-11
Sep-11
Sep-12
Sep-12
Sep-12
Sep-12
Sep-12
Sep-12
Sep-12
Sep-12
Sep-12
Sep-12
Sep-12
Sep-12
Sep-12
Sep-12
Sep-12

10,181
8,552
13,494
12,932
3,000
12,722
500
4,000
12,334
5,360
500
65,000
10,751
10,190
3,075
13,000
5,116
5,097
6,000
240
8,349
4,000
5,366
2,878
9,095
13,519
12,418
5,761
100
2,000
100
5,000
6,573
12,006
4,540
16,000
400
11,931
10,431
400
1,325
14,722

CD
Savings
Savings
Savings
Checking
Checking
Checking
Checking
Savings
CD
Checking
Savings
CD
Checking
Checking
CD
Checking
CD
Savings
Checking
Checking
Checking
Savings
Savings
IRA
CD
Checking
Savings
Checking
CD
Checking
CD
Checking
CD
Checking
CD
Checking
Savings
CD
Checking
Checking
Checking

Page 7

Teller
Teller
New Accts
Teller
New Accts
Teller
New Accts
New Accts
Teller
Teller
New Accts
New Accts
New Accts
Teller
New Accts
New Accts
Teller
New Accts
New Accts
New Accts
New Accts
New Accts
Teller
New Accts
New Accts
New Accts
New Accts
Teller
New Accts
New Accts
New Accts
New Accts
New Accts
Teller
New Accts
New Accts
New Accts
Teller
Teller
Teller
New Accts
Teller

Central
Central
Central
Central
Central
North County
Central
Central
Westside
Central
Westside
Westside
Central
Central
Westside
Central
Central
Central
Central
Central
Westside
North County
Central
North County
Central
Central
North County
Central
Central
North County
Central
Central
North County
Central
Central
North County
Central
Central
Westside
Central
Central
Westside

data
Sep-12
Sep-12
Sep-12
Sep-12
Sep-12
Sep-12
Sep-12
Sep-12
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13

8,613
14,644
7,000
17,000
124
3,000
11,798
250
12,000
12,000
2,749
19,000
10,202
9,095
500
75,000
3,525
12,000
12,000
500
500
6,000
13,500
12,535
16,000
8,000
6,190
500
3,075
4,000
500
500
5,723
4,000
8,000
7,000
12,000
5,245
3,596
5,000
7,882
6,000

CD
CD
Savings
CD
Checking
Checking
Checking
Savings
CD
CD
Checking
Savings
CD
IRA
Savings
CD
CD
Checking
CD
Savings
Checking
Savings
CD
CD
CD
Savings
CD
Checking
Checking
Checking
Checking
Savings
Savings
Checking
Savings
IRA
CD
Savings
Savings
Checking
Savings
Savings

Page 8

New Accts
New Accts
Teller
Teller
Teller
New Accts
New Accts
Teller
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
Teller
New Accts
New Accts
New Accts
New Accts
New Accts
Teller
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
Teller
New Accts

Central
Westside
North County
Central
Central
Central
North County
North County
Westside
North County
Central
Central
North County
Central
Westside
North County
North County
Central
North County
Westside
Westside
Central
North County
Central
Central
Central
Central
Central
Westside
Central
Central
Westside
Central
North County
Central
North County
Westside
Central
North County
North County
North County
Central

data
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-13
Sep-14
Sep-14
Sep-14
Sep-14
Sep-14
Sep-14
Sep-14
Sep-14
Sep-14
Sep-14
Sep-14
Sep-14
Sep-14
Sep-14
Sep-14
Sep-14
Sep-14
Sep-14
Sep-14
Sep-14
Sep-14
Sep-14
Sep-14
Sep-14
Sep-14
Sep-14
Sep-15
Sep-15
Sep-15
Sep-15
Sep-15
Sep-15
Sep-15
Sep-15
Sep-15
Sep-15

4,357
9,095
7,289
6,000
13,636
5,000
50,000
12,455
13,637
5,603
13,899
11,217
10,795
10,122
3,807
13,521
7,649
7,342
5,233
14,227
133
15,208
3,949
600
13,000
10,862
200
8,866
10,000
6,676
12,519
6,762
14,782
3,434
14,679
4,000
12,505
5,879
7,165
6,000
2,000
11,489

Checking
IRA
Checking
Savings
CD
Savings
CD
IRA
Savings
Savings
Checking
Checking
CD
Checking
Checking
Savings
Savings
Checking
Savings
Checking
Checking
CD
Savings
Savings
CD
Savings
Savings
Checking
IRA
Savings
CD
Savings
Checking
Checking
Savings
Savings
CD
Checking
CD
Checking
IRA
Checking

Page 9

Teller
New Accts
New Accts
New Accts
New Accts
Teller
New Accts
Teller
New Accts
New Accts
Teller
Teller
Teller
New Accts
New Accts
New Accts
Teller
New Accts
New Accts
Teller
New Accts
New Accts
New Accts
New Accts
Teller
New Accts
New Accts
Teller
Teller
Teller
Teller
New Accts
Teller
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
Teller
New Accts
Teller

North County
Central
Central
Central
North County
North County
North County
North County
North County
Westside
Central
Central
Central
Central
Westside
Westside
Central
Central
North County
North County
Westside
Central
Central
Central
Westside
Central
Central
North County
North County
Central
Central
Central
Westside
Central
Westside
Central
Westside
Central
North County
Westside
Westside
Central

data
Sep-15
Sep-15
Sep-15
Sep-15
Sep-15
Sep-15
Sep-15
Sep-15
Sep-15
Sep-15
Sep-15
Sep-15
Sep-15
Sep-15
Sep-15
Sep-15
Sep-16
Sep-16
Sep-16
Sep-16
Sep-16
Sep-16
Sep-16
Sep-16
Sep-16
Sep-16
Sep-17
Sep-17
Sep-17
Sep-17
Sep-17
Sep-17
Sep-17
Sep-17
Sep-17
Sep-17
Sep-17
Sep-18
Sep-18
Sep-18
Sep-18
Sep-18

3,171
14,706
12,908
7,811
13,126
4,623
7,989
4,652
10,368
10,071
9,395
7,218
5,000
14,611
100
1,000
11,406
8,920
10,273
14,473
9,746
9,940
14,189
9,800
6,534
11,984
5,156
10,177
8,133
10,141
9,936
7,037
4,857
9,098
14,587
8,940
4,542
8,882
13,000
10,373
6,808
100

Checking
Checking
Checking
Savings
CD
Savings
Savings
CD
Checking
Checking
CD
Checking
Savings
Savings
Checking
Checking
Checking
Savings
Checking
Checking
Checking
CD
CD
Checking
CD
Checking
Checking
CD
CD
Savings
Checking
Savings
CD
Savings
Savings
CD
CD
Checking
CD
CD
Savings
Checking

Page 10

New Accts
New Accts
Teller
New Accts
Teller
New Accts
Teller
New Accts
Teller
Teller
New Accts
Teller
New Accts
New Accts
New Accts
New Accts
New Accts
Teller
Teller
Teller
Teller
New Accts
Teller
Teller
New Accts
New Accts
New Accts
New Accts
Teller
New Accts
Teller
Teller
New Accts
New Accts
Teller
Teller
Teller
New Accts
New Accts
New Accts
New Accts
New Accts

Westside
Central
Central
North County
Westside
North County
North County
North County
Central
Central
North County
Westside
Westside
Central
Central
Central
North County
Central
Central
Central
North County
Central
Central
Central
Westside
Central
Central
Central
Central
Central
North County
Westside
North County
Central
North County
Central
Central
North County
Central
Westside
Westside
Westside

data
Sep-18
Sep-18
Sep-18
Sep-18
Sep-18
Sep-18
Sep-18
Sep-18
Sep-18
Sep-18
Sep-18
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19

13,519
5,589
21,000
4,000
10,103
10,365
5,000
4,000
4,000
200
13,916
13,130
3,000
13,636
14,750
5,000
9,000
75,000
500
6,394
13,500
240
2,000
5,000
13,000
6,000
40,599
12,134
344
7,000
4,000
11,498
14,851
7,258
12,724
15,703
4,000
13,903
8,545
4,779
240
14,169

CD
Savings
Savings
Checking
Savings
Savings
CD
Checking
Checking
Checking
CD
CD
Checking
CD
Savings
Savings
IRA
CD
Savings
Savings
CD
Checking
CD
Checking
CD
Savings
Savings
Checking
Checking
IRA
Savings
CD
Savings
Savings
CD
CD
Checking
CD
Checking
Checking
Checking
CD

Page 11

New Accts
New Accts
New Accts
New Accts
Teller
Teller
Teller
New Accts
Teller
New Accts
New Accts
Teller
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
Teller
New Accts
New Accts
New Accts
New Accts
Teller
New Accts
New Accts
New Accts
Teller
Teller
New Accts
New Accts
New Accts
New Accts
New Accts
Teller
Teller
New Accts
New Accts

Central
Central
North County
Central
Westside
Central
North County
North County
North County
Central
Westside
Westside
Central
North County
North County
Central
Central
North County
Westside
Central
North County
Central
Central
North County
Central
Central
Central
North County
Westside
North County
North County
North County
Central
Central
Westside
Central
Westside
Central
North County
Westside
Central
Westside

data
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-19
Sep-20
Sep-20
Sep-20
Sep-20
Sep-20
Sep-20
Sep-20
Sep-20
Sep-20
Sep-20
Sep-20
Sep-20
Sep-20
Sep-20
Sep-20
Sep-20
Sep-20
Sep-20
Sep-20
Sep-20

13,519
4,810
12,000
4,000
2,749
4,635
4,000
8,000
10,768
7,884
12,903
5,000
4,000
4,000
500
6,000
10,147
500
3,000
100
2,878
3,075
6,762
5,664
133
7,970
3,807
7,013
10,976
7,342
12,455
8,633
9,591
10,000
15,208
12,158
75,000
6,761
12,198
5,981
13,900
6,608

CD
Checking
CD
Checking
Checking
Checking
Checking
Savings
CD
CD
CD
Savings
Checking
Checking
Savings
Savings
Savings
Savings
Checking
Checking
Savings
Checking
Savings
Savings
Checking
Savings
Checking
Savings
Checking
Checking
IRA
Savings
Checking
IRA
CD
Checking
CD
CD
Savings
Savings
Savings
Savings

Page 12

New Accts
Teller
New Accts
New Accts
New Accts
New Accts
New Accts
Teller
New Accts
Teller
Teller
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
Teller
New Accts
New Accts
New Accts
New Accts
Teller
Teller
Teller
Teller
New Accts
New Accts
New Accts
Teller
New Accts
Teller
New Accts
Teller

Central
Central
North County
North County
Central
Central
Central
Central
Central
North County
North County
North County
North County
Central
Westside
Central
Central
Westside
Central
Central
North County
Westside
Central
North County
Westside
Central
Westside
North County
Westside
Central
North County
Westside
Westside
North County
Central
Central
North County
Central
North County
Westside
Central
North County

data
Sep-20
Sep-20
Sep-20
Sep-20
Sep-20
Sep-20
Sep-20
Sep-20
Sep-20
Sep-20
Sep-21
Sep-21
Sep-21
Sep-21
Sep-21
Sep-21
Sep-21
Sep-21
Sep-21
Sep-21
Sep-21
Sep-21
Sep-21
Sep-21
Sep-21
Sep-21
Sep-21
Sep-21
Sep-21
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22

600
12,958
4,323
9,251
2,749
11,684
7,604
13,000
11,801
10,329
11,935
4,635
4,000
4,000
4,000
6,379
3,951
10,101
13,000
5,680
8,469
344
3,000
4,000
13,519
9,000
2,878
6,561
3,075
12,700
5,904
12,455
13,000
600
13,155
3,728
2,000
13,550
7,854
5,393
8,469
200

Savings
Checking
CD
CD
Checking
Savings
Checking
CD
Savings
Savings
Savings
Checking
Checking
Checking
Checking
Checking
Checking
Savings
CD
Savings
CD
Checking
Checking
Savings
CD
IRA
Savings
Checking
Checking
Checking
Checking
CD
CD
Savings
CD
Checking
Checking
CD
Savings
Savings
CD
Savings

Page 13

New Accts
New Accts
New Accts
New Accts
New Accts
Teller
Teller
Teller
New Accts
Teller
New Accts
New Accts
New Accts
New Accts
New Accts
Teller
New Accts
Teller
New Accts
Teller
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
Teller
New Accts
Teller
New Accts
Teller
Teller
New Accts
Teller
New Accts
Teller
New Accts
Teller
Teller
Teller
New Accts

Central
Central
Westside
Central
Central
Central
Central
Westside
North County
Central
North County
Central
North County
Central
Central
North County
Central
Central
Central
Central
Central
Westside
Central
North County
Central
Central
North County
North County
Westside
Westside
Central
North County
Westside
Central
North County
North County
Westside
Central
North County
Central
Westside
Central

data
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-22
Sep-23
Sep-23
Sep-23
Sep-23
Sep-23
Sep-23
Sep-23
Sep-23
Sep-24
Sep-24
Sep-24
Sep-24
Sep-24
Sep-24
Sep-24
Sep-24
Sep-24
Sep-24

12,789
133
30,000
11,169
6,314
500
14,698
11,201
8,042
13,973
7,192
15,208
2,749
9,641
75,000
5,943
11,898
9,001
2,000
3,807
4,191
7,342
4,985
12,276
7,167
12,817
5,517
10,306
14,433
4,562
11,541
5,586
7,668
4,010
10,332
14,693
13,091
14,757
8,436
14,849
11,365
7,358

Checking
Checking
Savings
Savings
CD
Checking
CD
CD
Savings
Savings
Savings
CD
Checking
Checking
CD
CD
CD
CD
IRA
Checking
CD
Checking
Savings
CD
Savings
Checking
Checking
CD
Checking
Checking
CD
CD
CD
Checking
Checking
Checking
CD
Checking
Savings
Savings
Savings
Savings

Page 14

Teller
New Accts
New Accts
Teller
Teller
Teller
New Accts
New Accts
Teller
New Accts
New Accts
New Accts
New Accts
Teller
New Accts
Teller
New Accts
New Accts
Teller
New Accts
Teller
New Accts
New Accts
Teller
New Accts
New Accts
Teller
Teller
Teller
Teller
New Accts
Teller
Teller
New Accts
New Accts
Teller
Teller
Teller
New Accts
New Accts
New Accts
Teller

Central
Westside
Central
Westside
North County
Central
Westside
Central
North County
Westside
Central
Central
Central
Central
North County
Central
North County
North County
North County
Westside
Central
Central
Westside
Westside
Central
Central
North County
North County
Central
Central
Central
Central
Westside
Central
Central
Central
Central
Central
North County
North County
Central
Central

data
Sep-24
Sep-24
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-25
Sep-26
Sep-26
Sep-26
Sep-26
Sep-26
Sep-26
Sep-26
Sep-26
Sep-26

7,193
13,596
3,434
6,000
7,197
5,445
12,127
10,322
4,518
6,762
15,208
100
12,505
12,500
600
12,455
10,039
11,439
1,000
3,714
100
6,000
10,351
12,505
8,894
50,000
10,000
13,777
32,000
1,000
7,955
14,546
11,901
25,000
400
8,312
1,325
7,874
17,000
4,307
3,171
4,384

Checking
CD
Checking
Checking
Checking
Savings
CD
Checking
CD
Savings
CD
Checking
CD
CD
Savings
IRA
Savings
Checking
Checking
CD
Checking
Checking
Checking
CD
Checking
CD
IRA
Checking
Savings
Checking
Savings
Savings
CD
CD
Checking
CD
Checking
Savings
CD
CD
Checking
CD

Page 15

New Accts
New Accts
New Accts
Teller
Teller
New Accts
Teller
Teller
Teller
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
Teller
Teller
New Accts
New Accts
New Accts
New Accts
Teller
Teller
New Accts
New Accts
New Accts
Teller
New Accts
New Accts
New Accts
New Accts
Teller
Teller
New Accts
New Accts
New Accts
New Accts
Teller
Teller
New Accts
New Accts
Teller

Westside
Westside
Central
Westside
Central
North County
Central
Westside
Central
Central
Central
Central
Westside
North County
Central
North County
Westside
North County
Central
Central
Central
Westside
Central
Westside
Central
North County
North County
Central
Central
Central
Central
Central
North County
Westside
Central
Westside
Central
North County
Central
Central
Westside
Westside

data
Sep-26
Sep-26
Sep-26
Sep-26
Sep-26
Sep-26
Sep-26
Sep-26
Sep-26
Sep-26
Sep-26
Sep-26
Sep-26
Sep-26
Sep-26
Sep-26
Sep-26
Sep-26
Sep-26
Sep-27
Sep-27
Sep-27
Sep-27
Sep-27
Sep-27
Sep-27
Sep-27
Sep-27
Sep-27
Sep-27
Sep-27
Sep-27
Sep-27
Sep-27
Sep-27
Sep-27
Sep-27
Sep-27
Sep-27
Sep-27
Sep-28
Sep-28

9,974
14,348
12,489
9,632
250
4,623
124
2,000
400
13,617
12,887
5,159
100
11,134
5,879
100
4,000
5,000
90,000
12,572
13,428
1,000
9,405
7,277
1,000
3,434
4,566
100
5,000
3,900
13,128
8,264
6,000
6,662
9,525
13,462
12,505
15,000
15,984
10,587
1,000
3,539

CD
Checking
Checking
Checking
Savings
Savings
Checking
IRA
Checking
Savings
Savings
Savings
Checking
Savings
Checking
Checking
Savings
Savings
CD
Savings
CD
Checking
CD
IRA
Checking
Checking
Checking
Checking
Savings
Checking
Savings
CD
Checking
CD
Savings
Checking
CD
CD
Savings
Savings
Checking
Savings

Page 16

New Accts
New Accts
Teller
Teller
New Accts
New Accts
Teller
New Accts
Teller
Teller
Teller
Teller
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
Teller
New Accts
New Accts
New Accts
New Accts
New Accts
Teller
New Accts
New Accts
Teller
Teller
Teller
Teller
Teller
Teller
Teller
New Accts
New Accts
New Accts
New Accts
Teller
New Accts

Westside
Westside
Westside
Westside
North County
North County
Central
Westside
Central
Central
Central
North County
Central
North County
Central
Central
Central
Westside
Central
North County
Central
North County
Westside
North County
Central
Central
Central
Central
Westside
Westside
North County
Central
Westside
Westside
North County
North County
Westside
Central
North County
Central
Westside
Central

data
Sep-28
Sep-28
Sep-28
Sep-28
Sep-28
Sep-28
Sep-28
Sep-28
Sep-28
Sep-28
Sep-28
Sep-28
Sep-28
Sep-28
Sep-28
Sep-29
Sep-29
Sep-29
Sep-29
Sep-29
Sep-29
Sep-29
Sep-29
Sep-29
Sep-29
Sep-29
Sep-29
Sep-29
Sep-29
Sep-29
Sep-29
Sep-29
Sep-29
Sep-29
Sep-29
Sep-29
Sep-29
Sep-29
Sep-29
Sep-29
Sep-29

10,461
5,879
2,000
4,000
7,756
6,314
9,247
5,302
14,548
3,171
25,000
5,957
4,113
9,010
240
124
11,765
13,583
10,474
90,000
13,500
11,000
4,535
12,000
2,000
14,644
1,946
9,113
1,946
3,728
4,535
4,785
100
1,000
11,632
6,144
7,000
4,257
400
12,673
4,000

Savings
Checking
IRA
Savings
CD
Checking
Savings
CD
CD
Checking
Savings
Checking
Savings
Checking
Checking
Checking
Savings
CD
CD
CD
CD
CD
Checking
Checking
CD
CD
Checking
CD
Checking
Checking
Checking
Savings
Checking
Checking
Checking
CD
IRA
Savings
Checking
Checking
Checking

Page 17

Teller
New Accts
New Accts
New Accts
New Accts
Teller
Teller
Teller
New Accts
New Accts
New Accts
Teller
New Accts
Teller
New Accts
Teller
New Accts
Teller
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
New Accts
Teller
New Accts
Teller
New Accts
Teller
New Accts
New Accts
New Accts
Teller
New Accts
New Accts
Teller
New Accts
Teller

North County
Central
Westside
Central
North County
Central
Central
Central
Central
Westside
North County
Westside
Central
Central
Central
Central
Central
Central
Central
Central
North County
Central
North County
Central
Central
Westside
Central
Central
Central
Central
North County
Westside
Central
Central
Central
Central
North County
Westside
Central
Westside
North County

data
Customer
Existing
New
Existing
Existing
Existing
New
Existing
Existing
Existing
Existing
Existing
Existing
Existing
Existing
New
Existing
Existing
New
Existing
Existing
New
Existing
Existing
Existing
Existing
New
Existing
New
New
Existing
Existing
New
New
New
New
New
New
Existing
New
Existing
New

Page 18

data
New
Existing
Existing
New
New
Existing
New
Existing
New
Existing
Existing
Existing
Existing
Existing
New
New
Existing
New
Existing
Existing
Existing
Existing
Existing
Existing
Existing
Existing
Existing
New
Existing
Existing
Existing
Existing
Existing
Existing
Existing
Existing
Existing
Existing
New
Existing
Existing
Existing

Page 19

data
New
New
New
New
Existing
Existing
Existing
Existing
New
Existing
Existing
Existing
Existing
Existing
Existing
New
Existing
New
Existing
Existing
New
Existing
Existing
Existing
New
Existing
Existing
Existing
New
New
Existing
New
Existing
Existing
Existing
Existing
Existing
New
Existing
Existing
Existing
Existing

Page 20

data
New
Existing
Existing
New
New
Existing
Existing
Existing
Existing
Existing
New
New
New
Existing
New
Existing
New
Existing
Existing
Existing
New
Existing
Existing
Existing
Existing
New
Existing
Existing
Existing
Existing
Existing
Existing
Existing
Existing
Existing
Existing
Existing
New
New
Existing
Existing
Existing

Page 21

data
New
New
Existing
Existing
Existing
Existing
Existing
Existing
Existing
Existing
Existing
New
Existing
Existing
New
Existing
New
Existing
New
Existing
Existing
New
Existing
Existing
Existing
Existing
Existing
New
Existing
Existing
New
Existing
New
New
Existing
Existing
Existing
New
New
Existing
Existing
New

Page 22

data
New
Existing
Existing
Existing
Existing
Existing
New
Existing
Existing
New
New
New
New
New
New
New
Existing
New
Existing
Existing
Existing
Existing
Existing
New
New
New
Existing
Existing
Existing
New
New
Existing
New
Existing
Existing
Existing
Existing
New
New
New
New
Existing

Page 23

data
New
New
New
Existing
Existing
New
Existing
Existing
Existing
Existing
New
Existing
Existing
Existing
Existing
Existing
New
New
Existing
Existing
New
Existing
New
Existing
Existing
New
Existing
Existing
Existing
New
New
Existing
New
Existing
Existing
Existing
New
Existing
New
Existing
New
Existing

Page 24

data
New
New
Existing
Existing
Existing
Existing
New
Existing
Existing
Existing
Existing
New
Existing
Existing
Existing
Existing
Existing
Existing
Existing
Existing
Existing
Existing
Existing
Existing
Existing
Existing
New
Existing
Existing
Existing
Existing
Existing
New
New
Existing
Existing
Existing
Existing
New
Existing
New
Existing

Page 25

data
Existing
Existing
New
Existing
Existing
Existing
Existing
Existing
New
Existing
Existing
Existing
Existing
Existing
Existing
Existing
New
Existing
New
New
Existing
New
New
Existing
Existing
New
Existing
New
Existing
New
Existing
Existing
New
Existing
Existing
Existing
Existing
Existing
New
Existing
Existing
Existing

Page 26

data
Existing
New
Existing
Existing
New
New
New
New
Existing
New
Existing
New
Existing
Existing
Existing
Existing
New
New
New
Existing
New
New
New
Existing
New
Existing
New
New
New
Existing
Existing
Existing
New
New
Existing
Existing
New
New
Existing
Existing
Existing
Existing

Page 27

data
Existing
New
Existing
Existing
Existing
Existing
Existing
Existing
Existing
Existing
New
New
Existing
Existing
New
Existing
Existing
Existing
New
New
Existing
Existing
Existing
Existing
Existing
Existing
Existing
Existing
Existing
New
Existing
New
Existing
Existing
New
Existing
Existing
New
Existing
Existing
Existing
New

Page 28

data
Existing
Existing
Existing
New
Existing
Existing
Existing
Existing
New
Existing
Existing
New
Existing
New
Existing
Existing
Existing
Existing
Existing
Existing
Existing
New
Existing
New
Existing
Existing
Existing
Existing
New
Existing
Existing
Existing
Existing
Existing
Existing
Existing
Existing
Existing
New
New
Existing
New

Page 29

data
Existing
Existing
Existing
New
Existing
New
New
Existing
Existing
Existing
Existing
Existing
Existing
New
Existing
Existing
New
Existing
Existing
Existing
Existing
New
Existing
Existing
Existing
Existing
Existing
New
Existing
Existing
Existing
Existing
Existing
Existing
Existing
New
Existing
New
New
New
Existing
Existing

Page 30

data
New
Existing
Existing
Existing
Existing
New
New
New
Existing
Existing
New
Existing
New
Existing
Existing
Existing
New
New
New
Existing
New
New
Existing
New
Existing
New
New
Existing
Existing
New
Existing
New
New
Existing
New
Existing
New
New
New
Existing
Existing
Existing

Page 31

data
New
New
New
Existing
New
Existing
Existing
New
Existing
Existing
Existing
New
Existing
New
New
Existing
Existing
Existing
Existing
New
Existing
Existing
New
Existing
Existing
Existing
Existing
New
New
Existing
Existing
Existing
New
Existing
Existing
New
New
New
Existing
New
Existing
Existing

Page 32

data
New
New
New
New
Existing
Existing
Existing
Existing
Existing
New
New
Existing
Existing
Existing
New
Existing
New
Existing
Existing
Existing
Existing
New
Existing
Existing
Existing
Existing
New
Existing
Existing
New
New
Existing
Existing
Existing
New
New
Existing
Existing
New
New
New
Existing

Page 33

data
Existing
New
Existing
New
Existing
Existing
New
Existing
Existing
Existing
Existing
New
Existing
New
Existing
Existing
Existing
New
New
Existing
Existing
New
New
Existing
New
New
New
Existing
Existing
Existing
Existing
New
Existing
Existing
Existing
New
Existing
Existing
Existing
New
Existing

Page 34

Sum - Amount
Branch
Central
North County
Westside
Total Result

AcctType
CD
Checking
IRA
Savings
Total Result
1,359,385
802,403
68,380
885,757 3,115,925
1,137,911
392,516
134,374
467,414 2,132,215
648,549
292,995
10,000
336,088 1,287,632
3,145,845
1,487,914
212,754
1,689,259
6,535,772

Customer

Existing

Sum - Amount
AcctType
CD
Checking
IRA
Savings
Total Result

Branch
Central
North County
Westside
Total Result
973,112
845,522
356,079
2,174,713
505,822
208,375
144,391
858,588
68,380
125,374
10,000
203,754
548,198
286,891
291,728
1,126,817
2,095,512
1,466,162
802,198
4,363,872

Sum - Amount
Date
Sep-01
Sep-02
Sep-03
Sep-04
Sep-05
Sep-06
Sep-07
Sep-08
Sep-09
Sep-10
Sep-11
Sep-12
Sep-13
Sep-14
Sep-15
Sep-16
Sep-17
Sep-18
Sep-19
Sep-20
Sep-21
Sep-22
Sep-23
Sep-24
Sep-25
Sep-26
Sep-27
Sep-28
Sep-29
Total Result

Branch
Central
North County
Westside
Total Result
135,345
57,402
51,488
244,235
79,642
81,794
161,436
59,119
65,530
20,117
144,766
123,451
126,580
109,899
359,930
101,480
50,294
97,415
249,189
188,018
91,724
52,738
332,480
271,227
196,188
53,525
520,940
67,999
24,123
47,329
139,451
14,475
41,248
36,172
91,895
91,367
24,238
8,512
124,117
104,166
32,018
89,258
225,442
70,300
43,621
39,797
153,718
143,921
176,698
29,075
349,694
117,800
114,418
36,064
268,282
88,566
41,635
78,481
208,682
79,579
21,152
6,534
107,265
56,187
29,380
7,037
92,604
46,673
42,882
41,300
130,855
208,916
213,728
53,721
476,365
125,276
140,739
56,444
322,459
79,355
35,753
3,419
118,527
132,403
149,447
97,210
379,060
56,106
15,823
71,929
75,606
23,285
28,457
127,348
143,283
113,740
57,371
314,394
150,139
29,040
94,310
273,489
56,379
72,948
43,472
172,799
62,192
43,217
12,128
117,537
186,955
33,570
36,359
256,884
3,115,925
2,132,215
1,287,632 6,535,772

Count - Amount
Branch
Central
North County
Westside
Total Result

AcctType
CD

Checking
97
60
54
211

IRA
158
61
59
278

Savings
8
15
5
28

Total Result
99
362
61
197
35
153
195
712

Amount
1-5000
5001-10000
10001-15000
15001-20000
20001-25000
25001-30000
30001-35000
40001-45000
45001-50000
60001-65000
70001-75000
85001-90000
Total Result

Data
Sum - Amount Sum - Amount
651,926
###
1,429,869
###
2,789,913
###
305,465
###
71,000
###
30,000
###
102,000
###
130,599
###
250,000
###
130,000
###
375,000
###
270,000
###
6,535,772
###

OpenedBy

Teller

Data
AcctType
Count - AmCount - Amount
Checking
99
CD
71
Savings
68
IRA
10
Total Result
248

99
71
68
10
248

Sum - Amount
AcctType
CD
Checking
IRA
Savings

Branch
Central
North County
Westside
###
1,137,911
648,549
802,403
392,516
292,995
68,380
134,374
10,000
885,757
467,414
336,088

1,600,000
1,400,000
1,200,000
1,000,000
800,000

Branch Central

600,000

North County
Westside

400,000
200,000
0
CD

Checking

IRA

Savings

Customer
OpenedBy
AcctType

New
Teller
Checking

Branch
Central
North County
Westside
Total Result

Count - Amount
23
10
10
43

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