WED 02/25/26: DAILY LOG

• cleaned bath and vacuumed, mopped housewide floors

• Organized new/waiting quickbooks work.

• Spoke with FIDELITY advisor, Jennifer for half hour about TOMMY investment stuff; scheduled 1 hour zoom call for next week to discuss options for TOMMY portfolio rearrangement

• Received ZOOM meeting link from Jennifer/Fidelity; imported into personal calendar for reminders/zoom link/etc.

• Logged into Fidelity JOEL/TOMMY accounts and verified zoom link/meeting schedule

• Grocery/pharmacy/shopping

• Phone call to TOMMY ACCT to trace down mystery/”suspence” item on TOMMY AMEX from Jan. 28. Logged on to TOMMY AMEX and traced suspense item back to TOMMY pesonal/medical charge on same date and at same location in Baytown TX. Informed ACCT that it was personal matters

• Per TOMMY request investigated a random emailed statement; logged into TOMMY personal email located random email and identified it as regular monthly statement related to his SW VISA card (new). Card used for regular HTIRE purchases/non issue

• Trip to JOEL bank for deposit