Age 64 · Minneapolis, Minnesota
Total assets
$1.14M
Sum of the linked balances
Cost basis
$950K
Total contributed
Unrealized P/L
+$185K
+19.5% on cost
Holdings
5
Risk tolerance: Conservative
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 Retirement payout account | RK-****-1187 | Individual | $1.05M | LinkedSeptember 15, 2026 6:10 AM |
Meridian Securities | RK-****-4402 | 401(k) | $89K | LinkedSeptember 15, 2026 6:10 AM |
The latest 5. How many is provisional until the spec settles.
| Trade date | Instrument | Side | Quantity | Unit price | Amount |
|---|---|---|---|---|---|
| Aug 31 (Mon) | Treasury Notes (10-yr floating) Meridian Securities | Buy | 200 | $100 | $20K |
| Jun 15 (Mon) | Domestic Equity Index Meridian Securities | Sell | 30 | $248 | $7K |
| Apr 2 (Thu) | Global Bond Index Meridian Securities | Buy | 150 | $124 | $19K |