Daily Summary
| Investments | Starting Balance | Contributions | Ending Balance | Return |
| 401k | $ 51,156.24 | $ 468.21 | $ 51,568.45 | -0.11% |
| Roth IRA | $ 7,907.99 | $ – | $ 7,893.29 | -0.19% |
| Individual Brokerage | $ 169.76 | $ 0.30 | $ 170.29 | 0.14% |
| Total | $ 59,233.99 | $ 468.51 | $ 59,632.03 | -0.12% |
401k Detail
| 401k | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| Employer Sponsored Target Date Fund (2060) | 2,731.815 | 25.03 | $ 18.7261 | $ 18.7056 |
Roth IRA Detail
| Roth IRA | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| FXAIX (Fidelity 500 Index Fund) | 21.375 | – | $ 200.11 | $ 199.87 |
| FDKVX (2060 Target Date Fund) | 239.173 | – | $ 15.18 | $ 15.14 |
Individual Brokerage Detail
| Individual Brokerage | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| DLN (LargeCap Dividend) | 1.874 | 0.004 | $ 78.02 | $ 78.22 |
| MNMD (MindMed) | 4.000 | – | $ 5.89 | $ 5.85 |
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