Daily Portfolio Summary
| Investments | Starting Balance | Contributions | Ending Balance | Return |
| 401k | $ 51,625.86 | $ 463.41 | $ 52,368.27 | 0.54% |
| Roth IRA | $ 8,041.84 | $ 40.00 | $ 8,132.26 | 0.63% |
| Individual Brokerage | $ 211.59 | $ 20.00 | $ 234.69 | 1.47% |
| Total | $ 59,879.29 | $ 523.41 | $ 60,735.22 | 0.56% |
401k Details
| 401k | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| Employer Sponsored Target Date Fund (2060) | 2,754.159 | 24.722 | $ 18.7447 | $ 18.8451 |
Roth IRA Details
| Roth IRA | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| FXAIX (Fidelity 500 Index Fund) | 21.645 | 0.098 | $ 202.02 | $ 203.57 |
| FDKVX (2060 Target Date Fund) | 241.826 | 1.312 | $ 15.17 | $ 15.24 |
Individual Brokerage Details
| Individual Brokerage | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| DLN (LargeCap Dividend) | 2.387 | 0.250 | $ 79.53 | $ 80.14 |
| MNMD (MindMed) | 4.000 | – | $ 5.41 | $ 5.81 |
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