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 Conrad Siegel Investment Advisors, Inc., or its subsidiaries or affiliates (collectively, "Conrad Siegel Investment Advisors, Inc."). Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and Conrad Siegel Investment Advisors, 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. Conrad Siegel Investment Advisors, 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. Conrad Siegel Investment Advisors, Inc. will not monitor or provide service regarding non-managed assets. All Rights Reserved (c) ~~2024~~ - Asset-Map(r) Holdings, Inc. Advisory services offered through Conrad Siegel Investment Advisors, Inc., a Registered Investment Advisor.