Daily Portfolio Summary
| Investments | Starting Balance | Contributions | Ending Balance | Return |
| 401k | $ 51,552.97 | $ 473.01 | $ 52,262.93 | 0.46% |
| Roth IRA | $ 8,068.12 | $ 40.00 | $ 8,132.13 | 0.30% |
| Individual Brokerage | $ 252.17 | $ 20.00 | $ 275.42 | 1.29% |
| Total | $ 59,873.26 | $ 533.01 | $ 60,670.48 | 0.44% |
401k Details
| 401k | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| Employer Sponsored Target Date Fund (2060) | 2,778.881 | 25.496 | $ 18.5517 | $ 18.6362 |
Roth IRA Details
| Roth IRA | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| FXAIX (Fidelity 500 Index Fund) | 21.841 | – | $ 201.82 | $ 202.36 |
| FDKVX (2060 Target Date Fund) | 244.459 | – | $ 14.97 | $ 15.02 |
Individual Brokerage Details
| Individual Brokerage | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| DLN (LargeCap Dividend) | 2.886 | 0.252 | $ 78.93 | $ 79.220 |
| MNMD (MindMed) | 4.000 | – | $ 6.05 | $ 6.65 |