2022 AFBA Financial Planning Guide

10-17. INVESTMENT WORKSHEET U. S. TREASURY BONDS

Name of Institution From/Thru Purchased

Date Purchased

Purchase Price Date of Maturity Maturity Value

MUTUAL FUNDS, MUNICIPAL BOND FUNDS, MONEY MARKET FUNDS

Name of the Institution or Fund

Date of Investment Number of Shares Unit/Share Price Total Investment

CORPORATE STOCKS

Name of Corporation

Number of Shares Date Purchased

Unit Cost

Total Cost

CORPORATE BONDS

Name of Corporation and Coupon Rate

Bond(s) Number

Date Purchased

Unit Cost

Total Cost

MUNICIPAL BONDS

Name of Municipality (or Agency) and Coupon Rate

Bond(s) Number

Date Purchased

Unit Cost

Total Cost

OTHER INVESTMENTS (Explain)

Description of Other Investments

Date Purchased

Amount/Units

Unit Cost

Total Cost

CHAPTER 10: SAVINGS & INVESTMENTS

Made with FlippingBook. PDF to flipbook with ease