Daily Portfolio Summary
| Investments | Starting Balance | Contributions | Ending Balance | Return |
| 401k | $ 51,376.89 | $ – | $ 51,287.67 | -0.17% |
| Roth IRA | $ 8,001.89 | $ – | $ 7,986.41 | -0.19% |
| Individual Brokerage | $ 209.83 | $ – | $ 208.91 | -0.44% |
| Total | $ 59,588.61 | $ – | $ 59,482.99 | -0.18% |
401k Details
| 401k | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| Employer Sponsored Target Date Fund (2060) | 2,754.159 | – | $ 18.6543 | $ 18.6219 |
Roth IRA Details
| Roth IRA | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| FXAIX (Fidelity 500 Index Fund) | 21.645 | – | $ 201.18 | $ 200.80 |
| FDKVX (2060 Target Date Fund) | 241.826 | – | $ 15.08 | $ 15.05 |
Individual Brokerage Details
| Individual Brokerage | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| DLN (LargeCap Dividend) | 2.387 | – | $ 79.06 | $ 78.81 |
| MNMD (MindMed) | 4.000 | – | $ 5.25 | $ 5.17 |
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