| Accounts Summary 11/29/2025 10:11:02 AM | ||||
|---|---|---|---|---|
| Account | Value | Category | Maturity | Rate |
| * T O T A L * | $1,561,438.18 | * TOTAL * | ||
| Checking 0263704297 | $1,391.39 | Cash | ||
| Savings 0273031767 | $8,582.27 | Cash | ||
| Signature Visa | $0.00 | Bills | ||
| Cash Rewards | $0.00 | Cash | ||
| Universal Life $250K | $20,168.93 | Cash | 4/14/2030 | |
| CD 84 mo 5883 | $6,077.75 | Cash | 4/30/2026 | 3.05 |
| don RBC 32534328 IRA | $914,655.46 | Cash | ||
| Susan RBC IRA 32534334 | $224,986.84 | Cash | ||
| Trust 32866152 | $70,465.89 | Cash | ||
| Trust - Tbill/CD (32899792) | $70,594.03 | Cash | 2/1/2064 | 4.00 |
| NVDA | $7,097.10 | Stock | ||
| Max fund | $8,339.08 | Grandkids | ||
| Medical Savings Acct | $21,981.83 | Cash | ||
| Value | $14,794.05 | Investments | ||
| HPE @ Morgan Stanley | $12,398.72 | Investments | ||
| DXC @ Morgan Stanley | $573.85 | Investments | ||
| HP @ Morgan Stanley | $14,933.75 | Investments | ||
| ??? @ Morgan Stanley | $3,835.29 | Investments | ||
| DXC @ ShareholderOnline | $738.40 | Investments | ||
| HP @ ShareHolderOnline | $23,042.08 | Investments | ||
| Midland Life $160K | $131,199.47 | Cash | ||
| TreasuryDirect (CD) | $5,582.00 | Cash | 11/1/2032 | 6.89 |