[SBU Board] SBU #446 Treasurer's Report for Nov 2, 2020 Meeting

Monty Gray mlgrayjr at gmail.com
Mon Nov 2 14:04:34 PST 2020


2 percent of assets + 20 percent of profits is customary.

Monty Gray
(206) 369-6444

On Mon, Nov 2, 2020, 1:42 PM THOMAS LAND via Sbuboard <
sbuboard at mailman.celestial.com> wrote:

> Wow!  Will you manage my 401 k?
>
> Sent from my iPhone
>
> On Nov 2, 2020, at 12:30 PM, Tom Brown <tbrown1200 at comcast.net> wrote:
>
> 
>
> All,
>
>
>
> Attached are the October 31, 2020 Key Bank and Schwab statements.  I
> actually had to make a deposit for $1,296.19 for the ACBL quarterly dues
> reimbursement.  Luckily, we’re set up for automatic deposit in the future
> and I will be relieved of this burden.
>
>
>
> $17,991.35           Key Bank per attached
>
>
>
> *$37,718.75*           Schwab including accrued income and unrealized gain
>
>
>
> *$55,710.10       Total Balance @ October 31, 2020*
>
>
>
>
>
> Thanks.
>
>
>
> Tom
>
> 303-601-2841
>
>
> <SBU #446 Oct 2020 Bank Statements.pdf>
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