| Accounts Summary 8/1/2025 11:00:20 AM | ||||
|---|---|---|---|---|
| Account | Value | Category | Maturity | Rate |
| * T O T A L * | $1,513,868.09 | * TOTAL * | ||
| Checking 0263704297 | $756.23 | Cash | ||
| Savings 0273031767 | $27,164.27 | Cash | ||
| Signature Visa | $0.00 | Bills | ||
| Cash Rewards | $0.00 | Cash | ||
| Universal Life $250K | $20,768.34 | Cash | 4/14/2030 | |
| CD 12 mo 7065453495 | $5,135.55 | Cash | 10/3/2025 | 4.10 |
| CD 84 mo 5883 | $6,017.12 | Cash | 4/30/2026 | 3.05 |
| don RBC 32534328 IRA | $879,527.44 | Cash | ||
| Susan RBC IRA 32534334 | $216,258.64 | Cash | ||
| Trust 32866152 | $63,541.05 | Cash | ||
| Trust - Tbill/CD (32899792) | $65,161.76 | Cash | 2/1/2064 | 4.00 |
| NVDA | $5,538.90 | Stock | ||
| Max fund | $7,713.65 | Grandkids | ||
| Medical Savings Acct | $19,761.64 | Cash | ||
| Value | $14,045.35 | Investments | ||
| HPE @ Morgan Stanley | $10,383.04 | Investments | ||
| DXC @ Morgan Stanley | $617.90 | Investments | ||
| HP @ Morgan Stanley | $12,911.36 | Investments | ||
| ??? @ Morgan Stanley | $3,443.14 | Investments | ||
| DXC @ ShareholderOnline | $795.08 | Investments | ||
| HP @ ShareHolderOnline | $19,931.77 | Investments | ||
| Midland Life $160K | $128,869.86 | Cash | ||
| TreasuryDirect (CD) | $5,526.00 | Cash | 11/1/2032 | 6.89 |