| Accounts Summary 10/1/2025 1:59:33 PM | ||||
|---|---|---|---|---|
| Account | Value | Category | Maturity | Rate |
| * T O T A L * | $1,542,251.63 | * TOTAL * | ||
| Checking 0263704297 | $1,229.00 | Cash | ||
| Savings 0273031767 | $8,037.98 | Cash | ||
| Signature Visa | ($42.94) | Bills | ||
| Cash Rewards | $0.64 | Cash | ||
| Universal Life $250K | $20,467.39 | Cash | 4/14/2030 | |
| CD 12 mo 7065453495 | $5,170.15 | Cash | 10/3/2025 | 4.10 |
| CD 84 mo 5883 | $6,031.97 | Cash | 4/30/2026 | 3.05 |
| don RBC 32534328 IRA | $907,709.62 | Cash | ||
| Susan RBC IRA 32534334 | $223,196.31 | Cash | ||
| Trust 32866152 | $65,042.25 | Cash | ||
| Trust - Tbill/CD (32899792) | $65,380.03 | Cash | 2/1/2064 | 4.00 |
| NVDA | $6,105.90 | Stock | ||
| Max fund | $8,037.27 | Grandkids | ||
| Medical Savings Acct | $20,398.03 | Cash | ||
| Value | $14,578.08 | Investments | ||
| HPE @ Morgan Stanley | $11,459.42 | Investments | ||
| DXC @ Morgan Stanley | $583.95 | Investments | ||
| HP @ Morgan Stanley | $15,239.85 | Investments | ||
| ??? @ Morgan Stanley | $3,808.59 | Investments | ||
| DXC @ ShareholderOnline | $751.40 | Investments | ||
| HP @ ShareHolderOnline | $23,514.13 | Investments | ||
| Midland Life $160K | $130,016.61 | Cash | ||
| TreasuryDirect (CD) | $5,536.00 | Cash | 11/1/2032 | 6.89 |