| Accounts Summary 2/28/2026 10:34:12 AM | ||||
|---|---|---|---|---|
| Account | Value | Category | Maturity | Rate |
| * T O T A L * | $1,595,760.83 | * TOTAL * | ||
| Checking 0263704297 | $1,375.15 | Cash | ||
| Savings 0273031767 | $7,876.09 | Cash | ||
| Signature Visa | $0.00 | Bills | ||
| Cash Rewards | $0.00 | Cash | ||
| Universal Life $250K | $19,708.21 | Cash | 4/14/2030 | |
| CD 84 mo 5883 | $6,123.89 | Cash | 4/30/2026 | 3.05 |
| don RBC 32534328 IRA | $921,933.49 | Cash | ||
| Susan RBC IRA 32534334 | $226,283.05 | Cash | ||
| Trust 32866152 | $110,077.13 | Cash | ||
| Trust - Tbill/CD (32899792) | $67,478.66 | Cash | 2/1/2064 | 4.00 |
| NVDA | $6,636.85 | Stock | ||
| Max fund | $8,913.40 | Grandkids | ||
| Medical Savings Acct | $21,267.26 | Cash | ||
| Value | $16,050.47 | Investments | ||
| HPE @ Morgan Stanley | $11,131.94 | Investments | ||
| DXC @ Morgan Stanley | $614.46 | Investments | ||
| HP @ Morgan Stanley | $10,770.11 | Investments | ||
| ??? @ Morgan Stanley | $3,372.30 | Investments | ||
| DXC @ ShareholderOnline | $800.80 | Investments | ||
| HP @ ShareHolderOnline | $16,715.46 | Investments | ||
| Midland Life $160K | $133,006.11 | Cash | ||
| TreasuryDirect (CD) | $5,626.00 | Cash | 11/1/2032 | 6.89 |