Daily Summary
| Investments | Starting Balance | Contributions | Ending Balance | Return |
| 401k | $ 50,445.15 | $ – | $ 50,591.30 | 0.29% |
| Roth IRA | $ 7,771.52 | $ 40.00 | $ 7,830.49 | 0.24% |
| Individual Brokerage | $ 150.13 | $ 20.00 | $ 170.15 | 0.01% |
| Total | $ 58,366.80 | $ 60.00 | $ 58,591.94 | 0.28% |
401k Detail
| 401k | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| Employer Sponsored Target Date Fund (2060) | 2,731.815 | – | $ 18.4658 | $ 18.5193 |
Roth IRA Detail
| Roth IRA | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| FXAIX (Fidelity 500 Index Fund) | 21.275 | 0.100 | $ 198.61 | $ 199.17 |
| FDKVX (2060 Target Date Fund) | 237.834 | 1.339 | $ 14.91 | $ 14.94 |
Individual Brokerage Detail
| Individual Brokerage | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| DLN (LargeCap Dividend) | 1.617 | 0.257 | $ 78.03 | $ 78.27 |
| MNMD (MindMed) | 4.000 | – | $ 5.97 | $ 5.87 |
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