| Accounts Summary 9/1/2026 10:34:39 AM | ||||
|---|---|---|---|---|
| Account | Value | Category | Maturity | Rate |
| * T O T A L * | $1,677,213.49 | * TOTAL * | ||
| Checking 0263704297 | $1,284.27 | Cash | ||
| Savings 0273031767 | $10,154.68 | Cash | ||
| Signature Visa | $130.95 | Bills | ||
| Cash Rewards | $8.99 | Cash | ||
| Universal Life $250K | $18,422.72 | Cash | 4/14/2030 | |
| don RBC 32534328 IRA | $950,170.24 | Cash | ||
| Susan RBC IRA 32534334 | $233,239.87 | Cash | ||
| Trust 32866152 | $134,086.62 | Cash | ||
| Trust - Tbill/CD (32899792) | $63,230.97 | Cash | 2/1/2064 | 4.00 |
| NVDA | $7,045.65 | Stock | ||
| Max fund | $9,520.95 | Grandkids | ||
| Medical Savings Acct | $21,320.24 | Cash | ||
| Value | $17,639.55 | Investments | ||
| HPE @ Morgan Stanley | $24,320.17 | Investments | ||
| DXC @ Morgan Stanley | $454.23 | Investments | ||
| HP @ Morgan Stanley | $15,351.54 | Investments | ||
| ??? @ Morgan Stanley | $4,106.26 | Investments | ||
| DXC @ ShareholderOnline | $584.48 | Investments | ||
| HP @ ShareHolderOnline | $23,683.78 | Investments | ||
| Midland Life $160K | $136,731.33 | Cash | ||
| TreasuryDirect (CD) | $5,726.00 | Cash | 11/1/2032 | 6.89 |