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Portfolio Overview

Patricia Williams's asset allocation and holdings

Total Value

$8.50M

+0.00% (24h)

7 Day Change

$6K

+0.07%

30 Day Change

$18K

+0.22%

Total Assets

5

Across 4 categories

Asset Allocation

Other
$6.30M74%
Real Estate
$1.20M14%
Cryptocurrency
$500K6%
Company Shares
$500K6%

$8.50M

Total

All Holdings

AssetCategoryQuantityValue24h ChangeAllocationActions

Education Endowment Fund

municipal bond

tokenized bonds3500 units$3.50M-4.08%41.2%

Environmental Impact Fund

corporate bond

tokenized bonds2800 units$2.80M+3.54%32.9%

Community Development REIT

commercial

real estate1200 shares$1.20M+4.16%14.1%

Stablecoin Reserve

other crypto

cryptocurrency500000 USDC$500K+2.17%5.9%

Scholarship Trust Tokens

startup tokens

company shares1000 tokens$500K-1.98%5.9%