| Accounts Summary 1/1/2026 11:33:05 AM | ||||
|---|---|---|---|---|
| Account | Value | Category | Maturity | Rate |
| * T O T A L * | $1,566,966.06 | * TOTAL * | ||
| Checking 0263704297 | $0.00 | Cash | ||
| Savings 0273031767 | $3,595.50 | Cash | ||
| Signature Visa | $0.00 | Bills | ||
| Cash Rewards | $0.00 | Cash | ||
| Universal Life $250K | $20,012.13 | Cash | 4/14/2030 | |
| CD 84 mo 5883 | $6,077.75 | Cash | 4/30/2026 | 3.05 |
| don RBC 32534328 IRA | $928,400.62 | Cash | ||
| Susan RBC IRA 32534334 | $228,322.97 | Cash | ||
| Trust 32866152 | $71,513.80 | Cash | ||
| Trust - Tbill/CD (32899792) | $70,703.24 | Cash | 2/1/2064 | 4.00 |
| NVDA | $6,204.95 | Stock | ||
| Max fund | $8,434.88 | Grandkids | ||
| Medical Savings Acct | $21,441.14 | Cash | ||
| Value | $15,391.57 | Investments | ||
| HPE @ Morgan Stanley | $11,104.01 | Investments | ||
| DXC @ Morgan Stanley | $533.44 | Investments | ||
| HP @ Morgan Stanley | $13,179.69 | Investments | ||
| ??? @ Morgan Stanley | $3,609.75 | Investments | ||
| DXC @ ShareholderOnline | $686.40 | Investments | ||
| HP @ ShareHolderOnline | $20,335.66 | Investments | ||
| Midland Life $160K | $131,836.56 | Cash | ||
| TreasuryDirect (CD) | $5,582.00 | Cash | 11/1/2032 | 6.89 |