THIS IS NOT AN OFFICIAL STATEMENT. This data summarizes certain data you have provided to us. Accounts and/or assets marked with a * have not been offered, sold, and/or serviced by CAS Wealth Strategies LLC (CAS) Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and CAS 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. CAS 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. CAS will not monitor or provide services regarding assets. All Rights Reserved (r) 2024 - CAS Wealth Strategies LLC is a Registered Investment Advisor in the State of Texas. Philip J Lee, CPA is an Investment Advisor Representative of CAS. CAS does not provide tax or legal advice.