| Accounts Summary 11/1/2026 8:48:46 AM | ||||
|---|---|---|---|---|
| Account | Value | Category | Maturity | Rate |
| * T O T A L * | $1,663,926.27 | * TOTAL * | ||
| Checking 0263704297 | $273.20 | Cash | ||
| Savings 0273031767 | $5,145.37 | Cash | ||
| Signature Visa | ($2,708.23) | Bills | ||
| Cash Rewards | $32.59 | Cash | ||
| Universal Life $250K | $0.00 | Cash | 4/14/2030 | |
| don RBC 32534328 IRA | $944,294.17 | Cash | ||
| Susan RBC IRA 32534334 | $231,803.53 | Cash | ||
| Trust 32866152 | $133,230.29 | Cash | ||
| Trust - Tbill/CD (32899792) | $62,733.66 | Cash | 2/1/2064 | 4.00 |
| NVDA | $8,052.95 | Stock | ||
| Max fund | $9,574.92 | Grandkids | ||
| Medical Savings Acct | $23,121.65 | Cash | ||
| Value | $17,871.12 | Investments | ||
| HPE @ Morgan Stanley | $37,297.70 | Investments | ||
| DXC @ Morgan Stanley | $501.11 | Investments | ||
| HP @ Morgan Stanley | $17,157.86 | Investments | ||
| ??? @ Morgan Stanley | $4,338.60 | Investments | ||
| DXC @ ShareholderOnline | $644.80 | Investments | ||
| HP @ ShareHolderOnline | $26,469.85 | Investments | ||
| Midland Life $160K | $138,329.13 | Cash | ||
| TreasuryDirect (CD) | $5,762.00 | Cash | 11/1/2032 | 6.89 |