Accounts Summary   2/1/2025 10:58:22 AM
AccountValueCategoryMaturityRate
* T O T A L *$1,506,098.76* TOTAL *  
Checking 0263704297$0.00Cash  
Savings 0273031767$63,491.58Cash  
CD 84 mo 5412888$7,881.46Cash5/12/20252.17
CD 15 mo 65366471$5,293.11Cash1/2/20254.89
CD 182 day 65508253$31,244.16Cash2/26/20254.65
CD 182 day 65568167$5,151.88Cash4/28/20253.25
CD 182 day 65666373$5,051.53Cash3/26/20254.20
Signature Visa$0.00Bills  
Cash Rewards$0.00Cash  
Universal Life $250K$21,571.77Cash  
CD 12 mo 7065453495$5,033.69Cash10/3/20254.10
CD 84 mo 5883$5,927.78Cash4/30/20263.05
CD 3 mo 8006943511$10,004.99Cash3/26/20254.65
don RBC 32534328 IRA$848,078.83Cash  
Susan RBC IRA 32534334$208,515.03Cash  
Trust 32866152$54,864.24Cash  
Trust - Tbill/CD (32899792)$0.00Cash 4.00
NVDA$4,709.05Stock  
Max fund$7,110.51Grandkids  
Medical Savings Acct$18,436.22Cash  
Value$13,361.44Investments  
HP @ Morgan Stanley$16,896.11Investments  
HPE @ Morgan Stanley$10,839.99Investments  
DXC @ Morgan Stanley$807.43Investments  
??? @ Morgan Stanley$3,823.46Investments  
DXC @ ShareholderOnline$1,038.96Investments  
HP @ ShareHolderOnline$26,091.40Investments  
Midland Life $160K$125,414.14Cash  
TreasuryDirect (CD)$5,460.00Cash11/1/20326.89
Annunity 001369108PA$0.00Cash2/3/20264.00