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 Lion Street Financial, Income & Estate Planning Partners, or their subsidiaries or affiliates (collectively, "IEPP"). Valuations of certain assets, such as real estate or personal property, are based on estimates provided by you, and IEPP 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. IEPP 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. IEPP 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 Lion Street Financial, LLC, a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Income & Estate Planning Partners, a Registered Investment Advisor. Income & Estate Planning Partners and Lion Street Financial are not affiliated.