This page summarizes certain Know Your Client (KYC) data you have provided to us during the fact finding process. Values are as of the date noted in the top right of the snapshot. Accounts and/or assets marked with a * are accounts where Serviss Wealth Management (SWM) has no direct view into the values. Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and SWM 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. SWM 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. Securities are not offered through Serviss Wealth Management. SWM may introduce you to to a registered advisor, in which case securities are offered by Registered Representatives of these firms. Investment services provided by Joey Thibault are provide through Aligned Capital Partners Inc. ("ACPI") a full service investment dealer and member of the Canadian Investor Protection Fund ("CIPF") and the Canadian Investment Regulatory Organization ("CIRO"). See your investment management agreement with your respective investment firm(s) for more information on security related disclosures. All Rights Reserved (c) 2026- Asset-Map(r) Holdings, Inc.