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Combined FMV
$0
0 investments
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Mike & Becky
$0
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Trusts
$0
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Total Cost
$0
Gain / Loss
$0

📊 All Investments

Name Date Type Entity Cost FMV Gain/Loss
0 investments shown $0

📈 Summary by Type

Type # Investments Cost FMV

📝 Notes

  • FMV (Fair Market Value) is used in Net Worth calculations
  • Cost basis shown for reference and gain/loss tracking
  • Honeycomb investments are held through the family operating company
  • Mike & Becky investments are held personally
  • This excludes AV stock which is tracked separately