| Accounts Summary 7/1/2025 9:28:01 AM | ||||
|---|---|---|---|---|
| Account | Value | Category | Maturity | Rate |
| * T O T A L * | $1,485,697.54 | * TOTAL * | ||
| Checking 0263704297 | $1,354.77 | Cash | ||
| Savings 0273031767 | $52,670.78 | Cash | ||
| Signature Visa | $0.00 | Bills | ||
| Cash Rewards | $0.00 | Cash | ||
| Universal Life $250K | $20,915.74 | Cash | 4/14/2030 | |
| CD 12 mo 7065453495 | $5,118.05 | Cash | 10/3/2025 | 4.10 |
| CD 84 mo 5883 | $6,001.81 | Cash | 4/30/2026 | 3.05 |
| don RBC 32534328 IRA | $864,319.86 | Cash | ||
| Susan RBC IRA 32534334 | $212,516.43 | Cash | ||
| Trust 32866152 | $62,578.00 | Cash | ||
| Trust - Tbill/CD (32899792) | $35,111.22 | Cash | 2/1/2064 | 4.00 |
| NVDA | $4,738.80 | Stock | ||
| Max fund | $7,428.43 | Grandkids | ||
| Medical Savings Acct | $18,517.56 | Cash | ||
| Value | $13,570.21 | Investments | ||
| HPE @ Morgan Stanley | $8,773.54 | Investments | ||
| DXC @ Morgan Stanley | $614.26 | Investments | ||
| HP @ Morgan Stanley | $13,143.61 | Investments | ||
| ??? @ Morgan Stanley | $3,473.00 | Investments | ||
| DXC @ ShareholderOnline | $790.40 | Investments | ||
| HP @ ShareHolderOnline | $20,290.31 | Investments | ||
| Midland Life $160K | $128,264.76 | Cash | ||
| TreasuryDirect (CD) | $5,506.00 | Cash | 11/1/2032 | 6.89 |