Daily Summary
| Investments | Starting Balance | Contributions | Ending Balance | Return |
| 401k | $ 51,648.13 | $ – | $ 51,272.08 | -0.73% |
| Roth IRA | $ 7,946.96 | $ – | $ 7,893.21 | -0.68% |
| Individual Brokerage | $ 190.36 | $ – | $ 189.39 | -0.51% |
| Total | $ 59,785.45 | $ – | $ 59,354.68 | -0.72% |
401k Detail
| 401k | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| Employer Sponsored Target Date Fund (2060) | 2,756.854 | – | $ 18.7345 | $ 18.5981 |
Roth IRA Detail
| Roth IRA | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| FXAIX (Fidelity 500 Index Fund) | 21.475 | – | $ 200.73 | $ 198.87 |
| FDKVX (2060 Target Date Fund) | 240.496 | – | $ 15.12 | $ 15.06 |
Individual Brokerage Detail
| Individual Brokerage | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| DLN (LargeCap Dividend) | 2.133 | – | $ 78.56 | $ 78.21 |
| MNMD (MindMed) | 4.000 | – | $ 5.69 | $ 5.63 |
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