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 1.oak Financial, Advisory Alpha, or its subsidiaries or affiliates. Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and 1.oak Financial nor Advisory Alpha make 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. 1.oak Financial nor Advisory Alpha make no representation that the data presented herein, or in any other statement, is accurate. Please verify this data and advise us of any inaccuracies. Neither 1.oak Financial or Advisory Alpha will monitor or provide service regarding non-managed assets. All Rights Reserved (c) 2025 - Asset-Map(r) Holdings, Inc. Securities offered through Registered Representatives of 1.oak Financial., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Advisory Alpha., a Registered Investment Advisor. 1.oak Financial and Advisory Alpha are not affiliated.