This page summarizes certain Know Your Client (KYC) data you provided 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. Anthen Financial, or its subsidiaries or affiliates, IWN. Valuations of certain assets, such as real estate or personal property, are based on your estimates. Anthem Financial nor Independent Wealth Network, Inc. makes no representations of 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 the information herein and the official records of your assets, accounts, and/or contracts, the official records will take precedence. Independent Wealth Network, Inc. and Anthem Financial 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. Independent Wealth Network, Inc., and Anthem Financial will not monitor or provide service regarding non-managed assets. All Rights Reserved (c) 2025 - 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. The information contained herein should not be construed as personalized investment advice. Past performance is no guarantee of future results. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered a solicitation to buy or sell any security or be construed as tax advice.