Investment 6
Institution not specified · ANNUITY
Current Balance
$150,000.00
Minimum Balance
$0.00
Available Funds
$150,000.00
Liquidity
Medium
Investment Terms
Rate: 5.20%
Withdrawal Rule: ANNUAL_ALLOWANCE
Funding Priority: 6
Maturity: 8/1/2027
Account Ledger
| Date | Transaction | Description | Amount | Taxable | Running Balance |
|---|---|---|---|---|---|
| 8/7/2026 | OPENING_BALANCE | Imported from Excel model | $150,000.00 | No | $150,000.00 |