This page summarizes certain Know Your Client (KYC) data you have provided to us during the fact finding process. Accounts and/or assets marked with a * have not been offered, sold and/or serviced by Encompass More, or its subsidiaries or affiliates (collectively, "Encompass More"). Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and Encompass More makes no representations as to their value. This is not an official record of your assets or any account and/or contract, and it is provided for your convenience and information only. If there is a discrepancy between any of the information herein and the official records of your assets, accounts and/or contracts, the official records will take precedence. Encompass More makes no representation that the data presented herein, or in any other statement, is accurate. Please verify this data and advise us of any inaccuracies. Encompass More will not monitor or provide service regarding non-managed assets. All Rights Reserved (c) 2025 - Asset-Map(r) Holdings, Inc. Advisory services offered through Encompass More, a Registered Investment Advisor. DuCharme Wealth Management and Encompass More are not affiliated.

Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission ("SEC"). Registration with the SEC does not imply a certain level of skill or training. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.