| Accounts Summary 4/1/2026 9:49:32 AM | ||||
|---|---|---|---|---|
| Account | Value | Category | Maturity | Rate |
| * T O T A L * | $1,623,703.98 | * TOTAL * | ||
| Checking 0263704297 | $1,326.29 | Cash | ||
| Savings 0273031767 | $10,097.24 | Cash | ||
| Signature Visa | $0.00 | Bills | ||
| Cash Rewards | $0.00 | Cash | ||
| Universal Life $250K | $19,542.11 | Cash | 4/14/2030 | |
| CD 84 mo 5883 | $6,138.50 | Cash | 4/30/2026 | 3.05 |
| don RBC 32534328 IRA | $942,155.77 | Cash | ||
| Susan RBC IRA 32534334 | $231,181.91 | Cash | ||
| Trust 32866152 | $112,406.06 | Cash | ||
| Trust - Tbill/CD (32899792) | $67,478.94 | Cash | 2/1/2064 | 4.00 |
| NVDA | $6,211.95 | Stock | ||
| Max fund | $9,137.90 | Grandkids | ||
| Medical Savings Acct | $20,403.64 | Cash | ||
| Value | $16,545.56 | Investments | ||
| HPE @ Morgan Stanley | $10,900.92 | Investments | ||
| DXC @ Morgan Stanley | $508.79 | Investments | ||
| HP @ Morgan Stanley | $10,384.59 | Investments | ||
| ??? @ Morgan Stanley | $3,322.75 | Investments | ||
| DXC @ ShareholderOnline | $654.68 | Investments | ||
| HP @ ShareHolderOnline | $16,023.55 | Investments | ||
| Midland Life $160K | $133,656.83 | Cash | ||
| TreasuryDirect (CD) | $5,626.00 | Cash | 11/1/2032 | 6.89 |