| Accounts Summary 2/2/2026 2:25:24 PM | ||||
|---|---|---|---|---|
| Account | Value | Category | Maturity | Rate |
| * T O T A L * | $1,565,960.39 | * TOTAL * | ||
| Checking 0263704297 | $1,333.15 | Cash | ||
| Savings 0273031767 | $6,947.79 | Cash | ||
| Signature Visa | $0.00 | Bills | ||
| Cash Rewards | $0.00 | Cash | ||
| Universal Life $250K | $19,863.60 | Cash | 4/14/2030 | |
| CD 84 mo 5883 | $6,108.30 | Cash | 4/30/2026 | 3.05 |
| don RBC 32534328 IRA | $896,841.09 | Cash | ||
| Susan RBC IRA 32534334 | $220,261.98 | Cash | ||
| Trust 32866152 | $107,102.36 | Cash | ||
| Trust - Tbill/CD (32899792) | $69,792.85 | Cash | 2/1/2064 | 4.00 |
| NVDA | $6,537.80 | Stock | ||
| Max fund | $8,510.00 | Grandkids | ||
| Medical Savings Acct | $21,537.47 | Cash | ||
| Value | $15,523.44 | Investments | ||
| HPE @ Morgan Stanley | $12,195.63 | Investments | ||
| DXC @ Morgan Stanley | $592.04 | Investments | ||
| HP @ Morgan Stanley | $12,024.72 | Investments | ||
| ??? @ Morgan Stanley | $3,461.25 | Investments | ||
| DXC @ ShareholderOnline | $761.80 | Investments | ||
| HP @ ShareHolderOnline | $18,553.58 | Investments | ||
| Midland Life $160K | $132,399.54 | Cash | ||
| TreasuryDirect (CD) | $5,612.00 | Cash | 11/1/2032 | 6.89 |