EK Portfolio + ING Offset Rec (SEP24)
Updated as of 1-OCT-24
Notes:
- Transfers are now complete to KD/KMA CBA Savings
Rec for KD/KMA as of SEP24:
ING: 12.56K
CBA Sav: 49.2K
Total: 61.76K
Additional Notes:
- Liquidated KFI/BInvT
- All Funds in ING Offset
- Total: 61K
- Pending Dividends. Will rerec by mid-Oct
Summary:
PPM JUN24: 300K
PPM JUL24-SEP24: +50K
Total PPM: 350K
EFI-Holding: 112.5K
Less PPM 50K
Net ING EFI-Holding: 62.5K
