Age 57 · Evanston, Illinois
Total assets
$741K
Sum of the linked balances
Cost basis
$710K
Total contributed
Unrealized P/L
+$31K
+4.4% on cost
Holdings
5
Risk tolerance: Balanced
Market value by asset class; the total matches total assets.
The last 13 months. The window is provisional until the spec settles.
Asset data is read from the accounts added here, and one institution can hold several.
| Institution | Link ID | Type | Balance | Link status |
|---|---|---|---|---|
Meridian Securities | RK-****-9934 | Individual | $623K | LinkedSeptember 15, 2026 6:10 AM |
Northstar Invest | SP-****-1146 | 401(k) | $118K | LinkedSeptember 14, 2026 10:40 PM |
The latest 5. How many is provisional until the spec settles.
| Trade date | Instrument | Side | Quantity | Unit price | Amount |
|---|---|---|---|---|---|
| Aug 31 (Mon) | Global Bond Index Meridian Securities | Buy | 80 | $124 | $10K |
| Aug 18 (Tue) | Developed Markets Index Meridian Securities | Sell | 30 | $423 | $13K |
| Jul 8 (Wed) | Domestic Equity Index Meridian Securities | Buy | 45 | $248 | $11K |