Monday, October 24
Financial Overview
Total Liquid Assets
$12,450.00
ANNUAL YIELD
+4.2%
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analytics
TRUST BANCO VAULT ID
**** **** 8820
Recent Activity
shopping_bag
Luxury Apparel Boutique
Merchant Payment • Oct 22
-$1,240.50
Processed
restaurant
The Gilded Fork
Fine Dining • Oct 21
-$385.00
Processed
account_balance_wallet
Portfolio Dividend
Income • Oct 20
+$2,150.00
Cleared
analytics Allocation Breakdown
Equities
62%
Real Estate
24%
Commodities
14%
Investment Value
$452,180.00
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Sarah Jenkins
Senior Wealth Partner
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