| Accounts Summary 5/1/2026 10:42:21 AM | ||||
|---|---|---|---|---|
| Account | Value | Category | Maturity | Rate |
| * T O T A L * | $1,571,475.31 | * TOTAL * | ||
| Checking 0263704297 | $1,308.02 | Cash | ||
| Savings 0273031767 | $12,598.16 | Cash | ||
| Signature Visa | $0.00 | Bills | ||
| Cash Rewards | $0.00 | Cash | ||
| Universal Life $250K | $19,322.57 | Cash | 4/14/2030 | |
| CD 84 mo 5883 | $6,153.65 | Cash | 4/30/2026 | 3.05 |
| don RBC 32534328 IRA | $894,960.46 | Cash | ||
| Susan RBC IRA 32534334 | $219,744.07 | Cash | ||
| Trust 32866152 | $126,791.32 | Cash | ||
| Trust - Tbill/CD (32899792) | $57,560.14 | Cash | 2/1/2064 | 4.00 |
| NVDA | $6,178.00 | Stock | ||
| Max fund | $8,727.07 | Grandkids | ||
| Medical Savings Acct | $19,243.32 | Cash | ||
| Value | $15,675.16 | Investments | ||
| HPE @ Morgan Stanley | $12,089.00 | Investments | ||
| DXC @ Morgan Stanley | $507.98 | Investments | ||
| HP @ Morgan Stanley | $10,504.89 | Investments | ||
| ??? @ Morgan Stanley | $3,338.24 | Investments | ||
| DXC @ ShareholderOnline | $653.64 | Investments | ||
| HP @ ShareHolderOnline | $16,209.19 | Investments | ||
| Midland Life $160K | $134,252.43 | Cash | ||
| TreasuryDirect (CD) | $5,658.00 | Cash | 11/1/2032 | 6.89 |