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 Carson Wealth/Cetera, or its subsidiaries or affiliates (collectively, "Carson Wealth/Cetera"). Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and Carson Wealth/Cetera 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. Carson Wealth/Cetera 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. Carson Wealth/Cetera will not monitor or provide service regarding non-managed assets. All Rights Reserved (c) 2025 - Asset-Map(r) Holdings, Inc. Securities offered through Registered Representatives of Cetera., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Carson Wealth., a Registered Investment Advisor. Carson Wealth/Cetera are not affiliated.

Center for College Solutions, which offers college planning services, is a separate entity from CWM, LLC. Financial planning services, including cash-flow analysis, are offered through CWM, LLC.