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Pemberwick - my IRA, second quarter 2026

personas/retired-couple/files/documents/statement-ira-peg-2026-q2.pdf
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                                                                                          One Pemberwick Square
                                                                                            Milwaukee, WI 53202

Pemberwick Trust Company                                                                         (855) 555-0195
                                                                                            pemberwick.example




Traditional IRA - Statement for April 1 to June 30, 2026
Account owner: Margaret A. Ostrander

Account: Traditional IRA ending 2091

Advisor: Thomas Kittleson, CFP, Fernhollow Wealth Advisors, (608) 555-0148

Account summary
                                                                                                    Amount

 Value on April 1, 2026                                                                         $212,480.17

 Withdrawals                                                                                           $0.00

 Change in the value of investments                                                                $5,102.66

 Value on June 30, 2026                                                                         $217,582.83


Holdings on June 30, 2026
 Holding                                                            Share                              Value

 U.S. total stock market index fund                                 40%                          $87,033.13

 International stock index fund                                     10%                          $21,758.28

 Intermediate-term bond index fund                                  35%                          $76,153.99

 Short-term Treasury fund                                           10%                          $21,758.28

 Money market fund                                                  5%                           $10,879.15

 Total                                                              100%                        $217,582.83


Required minimum distribution
You were born in 1955. Your first required minimum distribution is for 2028, the year you reach 73.
Nothing is required for 2026 and no withdrawals are scheduled.

Beneficiaries on file
                                                                                                Beneficiary

 Primary                                                              Raymond C. Ostrander, spouse, 100%

 Contingent                   Ellen M. Sievert, David R. Ostrander and Katherine L. Ostrander, one third each

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Pemberwick - my IRA, second quarter 2026 Document · saved Jul 14, 2026

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Planted

someone_elses Peg and Ray each have one of nearly everything, an IRA statement included. Both take atorvastatin, at different doses. Only Peg's health care power of attorney is scanned. "My" means Peg's.

only_in_file The facts kept in one file and nowhere else. The long-term care daily benefit ($272.27) is only on the schedule. The life policy's cash value is only on its statement. The cabin's wind deductible ($7,700) and its theft and tree limits are only on its declarations. The house policy's jewelry sublimit, water backup limit and the rule about leaving the house empty in winter (condition 6.4, on page 5 of 8) are only in the policy. Ray's LDL of 68 is only on the lab sheet. Adjusted gross income for 2025 ($116,640) and for 2024 ($109,870) is only in each year's summary. The truck's title number is only on the title (that there is no lien also follows from the purchase receipt's "no loan"). The value of Peg's IRA is only on its statement. The septic system's design and the county's three-year pumping rule are only on the permit.

attachments.yaml 
record: doc-statement-ira-peg-2026-q2
template: document
style: statement
org:
  name: Pemberwick Trust Company
  lines:
  - One Pemberwick Square
  - Milwaukee, WI 53202
  phone: '8555550195'
  web: pemberwick.example
  color: '#1c3a2e'
title: Traditional IRA - Statement for April 1 to June 30, 2026
body: '**Account owner:** Margaret A. Ostrander


  **Account:** Traditional IRA ending 2091


  **Advisor:** Thomas Kittleson, CFP, Fernhollow Wealth Advisors, (608) 555-0148


  ## Account summary


  | | Amount |

  |---|---|

  | Value on April 1, 2026 | $212,480.17 |

  | Withdrawals | $0.00 |

  | Change in the value of investments | $5,102.66 |

  | Value on June 30, 2026 | $217,582.83 |


  ## Holdings on June 30, 2026


  | Holding | Share | Value |

  |---|---|---|

  | U.S. total stock market index fund | 40% | $87,033.13 |

  | International stock index fund | 10% | $21,758.28 |

  | Intermediate-term bond index fund | 35% | $76,153.99 |

  | Short-term Treasury fund | 10% | $21,758.28 |

  | Money market fund | 5% | $10,879.15 |

  | **Total** | 100% | **$217,582.83** |


  ## Required minimum distribution


  You were born in 1955. Your first required minimum distribution is for 2028, the year you reach 73.
  Nothing

  is required for 2026 and no withdrawals are scheduled.


  ## Beneficiaries on file


  | | Beneficiary |

  |---|---|

  | Primary | Raymond C. Ostrander, spouse, 100% |

  | Contingent | Ellen M. Sievert, David R. Ostrander and Katherine L. Ostrander, one third each |

  '