Fidelity Brokerage ...4417
Fidelity · owned by Maple Family Trust
Value
Unrealized gain
Holdings
2
Last updated
4h ago
connection connected
Holdings
| Holding | Value | Cost | Gain | Basis from |
|---|---|---|---|---|
| VTI · Vanguard Total Stock Market | $290,428 | $153,000 | +$137k | Statement lots |
| NVDA · NVIDIA Corp. | $123,669 | $8,000 | +$116k | Kubera |
- Value
- $290,428
- Cost
- $153,000
- Gain
- +$137k
- Basis from
- Statement lots
- Value
- $123,669
- Cost
- $8,000
- Gain
- +$116k
- Basis from
- Kubera
Funded by
Borrowed money traced into this account
- Rental Mortgage · Mar 4, 2024 · Investment$220,000
- Rental Mortgage · Jun 10, 2024 · Investment$140,000
- Maple Family Trust line · Jun 13, 2026 · Investment$100,000