Daily Portfolio Summary
| Investments | Starting Balance | Contributions | Ending Balance | Return |
| 401k | $ 51,281.05 | $ – | $ 51,019.12 | -0.51% |
| Roth IRA | $ 7,901.29 | $ – | $ 7,874.75 | -0.34% |
| Individual Brokerage | $ 189.22 | $ – | $ 188.47 | -0.40% |
| Total | $ 59,371.56 | $ – | $ 59,082.34 | -0.49% |
401k Detail
| 401k | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| Employer Sponsored Target Date Fund (2060) | 2,756.854 | – | $ 18.6195 | $ 18.5244 |
Roth IRA Detail
| Roth IRA | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| FXAIX (Fidelity 500 Index Fund) | 21.475 | – | $ 198.91 | $ 198.57 |
| FDKVX (2060 Target Date Fund) | 240.496 | – | $ 15.09 | $ 15.01 |
Individual Brokerage Detail
| Individual Brokerage | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| DLN (LargeCap Dividend) | 2.133 | – | $ 78.28 | $ 78.09 |
| MNMD (MindMed) | 4.000 | – | $ 5.55 | $ 5.465 |
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