Personal Assets
- Type
- Other
- Currency
- USD
- Created
- March 12, 2026
Holdings
Holdings
| Instrument | Account | Investment Class | Quantity | Price | Current Value | Cost Basis | Gain/Loss | Actions |
|---|---|---|---|---|---|---|---|---|
Primary Residence - 123 Main St Primary Residence - 123 Main St Real Assets | Personal Assets | Real Assets | 1.0000 | $1,000,000.00 03/12 19:37 | $1,000,000.00 | $750,000.00 | $250,000.00 33.33% | View |