Accounts

Balances are the most recent reads from your logged-in sessions or statements — not live feeds yet. Accounts marked unknown still need a statement or a balance entry.

Retirement plan accounts Assets of the solo 401(k) trust — not personally spendable.

Institution	Account	Type	Last 4	Belongs to	Balance	As of
Harbor Bank	Trust checking notes Plan asset; receives loan payments.	checking	7702	Bluefin Solo 401(k) Trust	$9,850.00	2026-08-31
Vanguard	Trust brokerage notes Plan asset.	brokerage	4410	Bluefin Solo 401(k) Trust	$68,400.00	2026-08-31
Total (2 of 2 accounts read)					$78,250.00

Business accounts Held by your companies.

Institution	Account	Type	Last 4	Belongs to	Balance	As of
Gulfstream Bank	742 Evergreen operating notes Rent deposits and mortgage payments.	checking	5540	742 Evergreen Ave LLC	$11,400.00	2026-08-31
Harbor Bank	Bluefin operating checking notes	checking	2201	Bluefin Consulting LLC	$21,300.00	2026-08-31
Total (2 of 2 accounts read)					$32,700.00

Personal & family accounts Held personally by the family.

Institution	Account	Type	Last 4	Belongs to	Balance	As of
First Coast Credit Union	Household checking notes	checking	9915	Alex T. Harper	$7,200.00	2026-08-31
my529 (Utah)	Riley 529 notes Owner Alex, beneficiary Riley.	529	8803	Riley Harper	$6,100.00	2026-08-31
Total (2 of 2 accounts read)					$13,300.00

Value states: plain text = known unverified = working value, not confirmed unknown = not in the record Grey is not green.