| Accounts Summary 8/30/2025 4:27:29 AM | ||||
|---|---|---|---|---|
| Account | Value | Category | Maturity | Rate |
| * T O T A L * | $1,505,043.69 | * TOTAL * | ||
| Checking 0263704297 | $0.00 | Cash | ||
| Savings 0273031767 | $15,653.54 | Cash | ||
| Signature Visa | ($31.94) | Bills | ||
| Cash Rewards | $0.70 | Cash | ||
| Universal Life $250K | $20,620.10 | Cash | 4/14/2030 | |
| CD 12 mo 7065453495 | $5,152.53 | Cash | 10/3/2025 | 4.10 |
| CD 84 mo 5883 | $6,031.97 | Cash | 4/30/2026 | 3.05 |
| don RBC 32534328 IRA | $881,369.08 | Cash | ||
| Susan RBC IRA 32534334 | $216,693.58 | Cash | ||
| Trust 32866152 | $63,556.84 | Cash | ||
| Trust - Tbill/CD (32899792) | $65,266.78 | Cash | 2/1/2064 | 4.00 |
| NVDA | $6,155.95 | Stock | ||
| Max fund | $7,697.51 | Grandkids | ||
| Medical Savings Acct | $20,259.27 | Cash | ||
| Value | $13,994.95 | Investments | ||
| HPE @ Morgan Stanley | $10,096.17 | Investments | ||
| DXC @ Morgan Stanley | $500.10 | Investments | ||
| HP @ Morgan Stanley | $12,951.73 | Investments | ||
| ??? @ Morgan Stanley | $3,514.36 | Investments | ||
| DXC @ ShareholderOnline | $638.04 | Investments | ||
| HP @ ShareHolderOnline | $19,954.88 | Investments | ||
| Midland Life $160K | $129,431.55 | Cash | ||
| TreasuryDirect (CD) | $5,536.00 | Cash | 11/1/2032 | 6.89 |