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 Independent Wealth Network, Inc. or its subsidiaries or affiliates, IWN. Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and Independent Wealth Network, Inc., 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. Independent Wealth Network, Inc. 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. Independent Wealth Network, Inc., will not monitor or provide service regarding non-managed assets. All Rights Reserved (c) 2023 - Asset-Map(r) Holdings, Inc. Investment Advisor Representative of and advisory services are offered through Independent Wealth Network, Inc. a Registered Investment Advisor. Anthem Financial is not affiliated with Independent Wealth Network, Inc.