| Accounts Summary 4/1/2025 9:19:50 AM | ||||
|---|---|---|---|---|
| Account | Value | Category | Maturity | Rate |
| * T O T A L * | $1,516,793.44 | * TOTAL * | ||
| Checking 0263704297 | $1,228.27 | Cash | ||
| Savings 0273031767 | $61,885.33 | Cash | ||
| CD 84 mo 5412888 | $7,910.24 | Cash | 5/12/2025 | 2.17 |
| CD 182 day 65568167 | $5,179.92 | Cash | 4/28/2025 | 3.25 |
| Signature Visa | $0.00 | Bills | ||
| Cash Rewards | $0.00 | Cash | ||
| Universal Life $250K | $21,357.20 | Cash | 4/14/2030 | |
| CD 12 mo 7065453495 | $5,068.16 | Cash | 10/3/2025 | 4.10 |
| CD 84 mo 5883 | $5,957.09 | Cash | 4/30/2026 | 3.05 |
| don RBC 32534328 IRA | $873,676.05 | Cash | ||
| Susan RBC IRA 32534334 | $214,687.22 | Cash | ||
| Trust 32866152 | $63,272.74 | Cash | ||
| Trust - Tbill/CD (32899792) | $9,013.23 | Cash | 2/1/2064 | 4.00 |
| NVDA | $4,381.10 | Stock | ||
| Max fund | $7,294.33 | Grandkids | ||
| Medical Savings Acct | $18,149.13 | Cash | ||
| Value | $13,922.96 | Investments | ||
| HP @ Morgan Stanley | $16,126.06 | Investments | ||
| HPE @ Morgan Stanley | $10,058.09 | Investments | ||
| DXC @ Morgan Stanley | $742.37 | Investments | ||
| ??? @ Morgan Stanley | $3,790.47 | Investments | ||
| DXC @ ShareholderOnline | $955.24 | Investments | ||
| HP @ ShareHolderOnline | $24,900.76 | Investments | ||
| Midland Life $160K | $126,587.71 | Cash | ||
| TreasuryDirect (CD) | $5,484.00 | Cash | 11/1/2032 | 6.89 |