Optum Financial HSA Statement Q2 2025

--- ## Page 1 **Optum Financial®** P.O. BOX 271629 SALT LAKE CITY, UT 84127-1629 Account number: 412231515 Statement dates: 04/01/2025-06/30/2025 0389581 SP 2104 -C01-P89890- **JOHAN JONGSMA** 851 BRIGHTWATERS BLVD NE SAINT PETERSBURG, FL 33704-3719 Thank you for being a HSA (health savings account) customer since 06/2018. ### Use your payment card to swipe and save Use your payment card to swipe and save Save time-add your card to your phone's digital wallet. No paperwork hassle-no need for receipts. Shop your way: online, in-store, or from ### Your quarterly HSA statement at a glance | | | |:---|---:| | **Beginning HSA cash balance as of 04/01/2025:** | $1,797.20 | | **Ending HSA cash balance as of 06/30/2025:** | $1,787.60 | **Your 2025 YTD contributions:** **$0.00** **$9,550** Your 2025 contribution limit* | $9,550.00 | Amount you can still contribute | | $0.00 | Your YTD contribution | *Your contribution amount can vary based on your Plan elections, eligibility and other factors. Please consult your legal, accounting or tax advisor to determine the amount applicable to your situation. ### Helpful tips **Contribute** Leading financial advisors consider HSAs one of the most powerful savings accounts due to it's pre-tax savings and unlike a 401k, you can access and use your HSA for eligible expenses at any time before retirement age. **Invest** Take your HSA beyond medical cost savings. You may be able to use it as a smart investment option that can help you build a financial plan for today and tomorrow. 2104-01-b1-0389581-0001-0690811 --- ## Page 2 ### Optum Financial® **Account number:** 412231515 **Statement dates:** 04/01/2025-06/30/2025 ### HSA cash transactions | Date | Description | Withdrawals/Debits | Deposits/Credits | |:---|:---|---:|---:| | 04/30/2025 | Interest Payment | | $0.05 | | 04/30/2025 | Monthly Maintenance Fee | -$2.75 | | | 05/01/2025 | Printed Statement - Q1 2025 | -$1.50 | | | 05/31/2025 | Interest Payment | | $0.05 | | 05/31/2025 | Monthly Maintenance Fee | -$2.75 | | | 06/30/2025 | Interest Payment | | $0.05 | | 06/30/2025 | Monthly Maintenance Fee | -$2.75 | | | **Total** | | **-$9.75** | **$0.15** | 2104-01-b1-0389581-0001-0890611