| Accounts Summary 5/31/2025 8:37:18 AM | ||||
|---|---|---|---|---|
| Account | Value | Category | Maturity | Rate |
| * T O T A L * | $1,469,599.90 | * TOTAL * | ||
| Checking 0263704297 | $1,254.26 | Cash | ||
| Savings 0273031767 | $54,324.08 | Cash | ||
| Signature Visa | $0.00 | Bills | ||
| Cash Rewards | $0.00 | Cash | ||
| Universal Life $250K | $21,064.28 | Cash | 4/14/2030 | |
| CD 12 mo 7065453495 | $5,101.18 | Cash | 10/3/2025 | 4.10 |
| CD 84 mo 5883 | $5,987.03 | Cash | 4/30/2026 | 3.05 |
| don RBC 32534328 IRA | $848,216.01 | Cash | ||
| Susan RBC IRA 32534334 | $208,457.88 | Cash | ||
| Trust 32866152 | $61,469.77 | Cash | ||
| Trust - Tbill/CD (32899792) | $34,075.56 | Cash | 2/1/2064 | 4.00 |
| NVDA | $3,821.45 | Stock | ||
| Max fund | $7,143.96 | Grandkids | ||
| Medical Savings Acct | $16,876.34 | Cash | ||
| Value | $13,159.86 | Investments | ||
| HPE @ Morgan Stanley | $8,235.35 | Investments | ||
| DXC @ Morgan Stanley | $627.19 | Investments | ||
| HP @ Morgan Stanley | $13,497.28 | Investments | ||
| ??? @ Morgan Stanley | $3,518.45 | Investments | ||
| DXC @ ShareholderOnline | $807.04 | Investments | ||
| HP @ ShareHolderOnline | $20,836.28 | Investments | ||
| Midland Life $160K | $127,682.89 | Cash | ||
| TreasuryDirect (CD) | $5,506.00 | Cash | 11/1/2032 | 6.89 |