Daily Portfolio Summary
| Investments | Starting Balance | Contributions | Ending Balance | Return |
| 401k | $ 52,385.77 | $ – | $ 52,084.29 | -0.58% |
| Roth IRA | $ 8,134.18 | $ 40.00 | $ 8,144.39 | -0.37% |
| Individual Brokerage | $ 238.55 | $ 20.00 | $ 256.39 | -0.91% |
| Total | $ 60,758.50 | $ 60.00 | $ 60,485.07 | -0.55% |
401k Details
| 401k | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| Employer Sponsored Target Date Fund (2060) | 2,778.881 | – | $ 18.8514 | $ 18.7429 |
Roth IRA Details
| Roth IRA | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| FXAIX (Fidelity 500 Index Fund) | 21.743 | 0.098 | $ 203.77 | $ 203.41 |
| FDKVX (2060 Target Date Fund) | 243.138 | 1.321 | $ 15.23 | $ 15.14 |
Individual Brokerage Details
| Individual Brokerage | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| DLN (LargeCap Dividend) | 2.637 | 0.249 | $ 80.39 | $ 79.79 |
| MNMD (MindMed) | 4.000 | – | $ 6.61 | $ 6.48 |
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