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 XY Invest, Purposeful Money, or its subsidiaries or affiliates (collectively, "XY/PM"). Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and XY/PM 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. XY/PM 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.XY/PM will not monitor or provide service regarding non-managed assets. All Rights Reserved (c) ~~2025~~ - Asset-Map(r) Holdings, Inc. Advisory services offered through XY Invest, a Registered Investment Advisor.