| Accounts Summary 11/1/2025 9:20:40 AM | ||||
|---|---|---|---|---|
| Account | Value | Category | Maturity | Rate |
| * T O T A L * | $1,554,145.79 | * TOTAL * | ||
| Checking 0263704297 | $1,184.65 | Cash | ||
| Savings 0273031767 | $9,164.28 | Cash | ||
| Signature Visa | $0.00 | Bills | ||
| Cash Rewards | $0.00 | Cash | ||
| Universal Life $250K | $20,319.50 | Cash | 4/14/2030 | |
| CD 12 mo 7065453495 | $5,187.82 | Cash | 10/3/2025 | 4.10 |
| CD 84 mo 5883 | $6,062.79 | Cash | 4/30/2026 | 3.05 |
| don RBC 32534328 IRA | $915,288.54 | Cash | ||
| Susan RBC IRA 32534334 | $225,205.23 | Cash | ||
| Trust 32866152 | $65,520.40 | Cash | ||
| Trust - Tbill/CD (32899792) | $65,592.45 | Cash | 2/1/2064 | 4.00 |
| NVDA | $6,579.28 | Stock | ||
| Max fund | $8,267.94 | Grandkids | ||
| Medical Savings Acct | $21,326.30 | Cash | ||
| Value | $14,866.04 | Investments | ||
| HPE @ Morgan Stanley | $12,502.80 | Investments | ||
| DXC @ Morgan Stanley | $549.81 | Investments | ||
| HP @ Morgan Stanley | $14,131.83 | Investments | ||
| ??? @ Morgan Stanley | $3,666.14 | Investments | ||
| DXC @ ShareholderOnline | $708.24 | Investments | ||
| HP @ ShareHolderOnline | $21,849.85 | Investments | ||
| Midland Life $160K | $130,605.90 | Cash | ||
| TreasuryDirect (CD) | $5,566.00 | Cash | 11/1/2032 | 6.89 |