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 Innovation Partners, LLC, or its subsidiaries or affiliates (collectively, "Innovation Partners"). Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and Innovation Partners, LLC 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. Innovation Partners 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. Innovation Parnters will not monitor or provide service regarding non-managed assets. All Rights Reserved (c) 2020- Asset-Map(r) Holdings, Inc. Securities offered through Registered Representatives of Innovation Partners., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Innovation Partners Financial Advisory Services, a Registered Investment Advisor. Tracey Dean Financial and Innovation Partners are not affiliated.