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 DBL Tax Design LLC (DBL) Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and DBL 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. DBL 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. DBL will not monitor or provide services regarding assets. All Rights Reserved (r) 2025 CAS does not provide tax or legal advice.