| Accounts Summary 7/1/2026 12:10:16 PM | ||||
|---|---|---|---|---|
| Account | Value | Category | Maturity | Rate |
| * T O T A L * | $1,659,000.35 | * TOTAL * | ||
| Checking 0263704297 | $2,208.00 | Cash | ||
| Savings 0273031767 | $18,343.11 | Cash | ||
| Signature Visa | $2,100.10 | Bills | ||
| Cash Rewards | $1.39 | Cash | ||
| Universal Life $250K | $18,875.02 | Cash | 4/14/2030 | |
| don RBC 32534328 IRA | $932,993.96 | Cash | ||
| Susan RBC IRA 32534334 | $229,062.80 | Cash | ||
| Trust 32866152 | $131,728.87 | Cash | ||
| Trust - Tbill/CD (32899792) | $62,905.69 | Cash | 2/1/2064 | 4.00 |
| NVDA | $7,400.55 | Stock | ||
| Max fund | $9,507.62 | Grandkids | ||
| Medical Savings Acct | $22,676.60 | Cash | ||
| Value | $16,697.28 | Investments | ||
| HPE @ Morgan Stanley | $21,852.61 | Investments | ||
| DXC @ Morgan Stanley | $400.48 | Investments | ||
| HP @ Morgan Stanley | $15,020.50 | Investments | ||
| ??? @ Morgan Stanley | $2,059.78 | Investments | ||
| DXC @ ShareholderOnline | $515.32 | Investments | ||
| HP @ ShareHolderOnline | $23,175.52 | Investments | ||
| Midland Life $160K | $135,799.15 | Cash | ||
| TreasuryDirect (CD) | $5,676.00 | Cash | 11/1/2032 | 6.89 |