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 Charles Schwab & Co., Inc. (Schwab) or CFO Capital Management (CFO-CM). Valuations of certain assets such as real estate or personal property are based on estimates provided by you; Schwab and CFO-CM 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. Schwab and CFO-CM 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. Schwab and CFO-CM will not monitor or provide service regarding non-managed assets. All Rights Reserved (c) 2024 - Asset-Map(r) Holdings, Inc. Financial and Investment Advisory services offered through CFO Capital Management [CFO-CM]. Brokerage and Custodial Services offered through Charles Schwab & Co., Inc. [Schwab], member FINRA and SIPC. CFO-CM and Schwab are not affiliated.