| Accounts Summary 6/1/2026 6:21:51 AM | ||||
|---|---|---|---|---|
| Account | Value | Category | Maturity | Rate |
| * T O T A L * | $1,625,954.42 | * TOTAL * | ||
| Checking 0263704297 | $1,375.70 | Cash | ||
| Savings 0273031767 | $9,117.02 | Cash | ||
| Signature Visa | $0.00 | Bills | ||
| Cash Rewards | $0.64 | Cash | ||
| Universal Life $250K | $19,098.58 | Cash | 4/14/2030 | |
| don RBC 32534328 IRA | $925,835.58 | Cash | ||
| Susan RBC IRA 32534334 | $227,262.61 | Cash | ||
| Trust 32866152 | $130,878.64 | Cash | ||
| Trust - Tbill/CD (32899792) | $62,744.61 | Cash | 2/1/2064 | 4.00 |
| NVDA | $6,986.50 | Stock | ||
| Max fund | $9,303.19 | Grandkids | ||
| Medical Savings Acct | $21,399.71 | Cash | ||
| Value | $16,609.44 | Investments | ||
| HPE @ Morgan Stanley | $14,663.18 | Investments | ||
| DXC @ Morgan Stanley | $469.79 | Investments | ||
| HP @ Morgan Stanley | $11,551.46 | Investments | ||
| ??? @ Morgan Stanley | $3,545.19 | Investments | ||
| DXC @ ShareholderOnline | $604.76 | Investments | ||
| HP @ ShareHolderOnline | $17,810.18 | Investments | ||
| Midland Life $160K | $134,852.29 | Cash | ||
| TreasuryDirect (CD) | $5,676.00 | Cash | 11/1/2032 | 6.89 |