Daily Portfolio Summary
| Investments | Starting Balance | Contributions | Ending Balance | Return |
| 401k | $ 52,113.73 | $ – | $ 52,385.77 | 0.52% |
| Roth IRA | $ 8,099.54 | $ – | $ 8,134.18 | 0.43% |
| Individual Brokerage | $ 237.48 | $ – | $ 238.55 | 0.45% |
| Total | $ 60,450.75 | $ – | $ 60,758.50 | 0.51% |
401k Details
| 401k | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| Employer Sponsored Target Date Fund (2060) | 2,778.881 | – | $ 18.7535 | $ 18.8514 |
Roth IRA Details
| Roth IRA | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| FXAIX (Fidelity 500 Index Fund) | 21.743 | – | $ 202.96 | $ 203.77 |
| FDKVX (2060 Target Date Fund) | 243.138 | – | $ 15.16 | $ 15.23 |
Individual Brokerage Details
| Individual Brokerage | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| DLN (LargeCap Dividend) | 2.637 | – | $ 80.27 | $ 80.39 |
| MNMD (MindMed) | 4.000 | – | $ 6.42 | $ 6.61 |
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