Daily Portfolio Summary
| Investments | Starting Balance | Contributions | Ending Balance | Return |
| 401k | $ 51,287.67 | $ – | $ 51,625.86 | 0.66% |
| Roth IRA | $ 7,986.41 | $ – | $ 8,041.84 | 0.69% |
| Individual Brokerage | $ 208.91 | $ – | $ 211.59 | 1.28% |
| Total | $ 59,482.99 | $ – | $ 59,879.29 | 0.67% |
401k Details
| 401k | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| Employer Sponsored Target Date Fund (2060) | 2,754.159 | – | $ 18.6219 | $ 18.7447 |
Roth IRA Details
| Roth IRA | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| FXAIX (Fidelity 500 Index Fund) | 21.645 | – | $ 200.80 | $ 202.02 |
| FDKVX (2060 Target Date Fund) | 241.826 | – | $ 15.05 | $ 15.17 |
Individual Brokerage Details
| Individual Brokerage | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| DLN (LargeCap Dividend) | 2.387 | – | $ 78.81 | $ 79.53 |
| MNMD (MindMed) | 4.000 | – | $ 5.17 | $ 5.41 |
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