Daily Portfolio Summary
| Investments | Starting Balance | Contributions | Ending Balance | Return |
| 401k | $ 51,018.29 | $ – | $ 51,173.93 | 0.31% |
| Roth IRA | $ 7,919.92 | $ – | $ 7,963.90 | 0.56% |
| Individual Brokerage | $ 207.64 | $ – | $ 208.40 | 0.37% |
| Total | $ 59,145.85 | $ – | $ 59,346.23 | 0.34% |
401k Detail
| 401k | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| Employer Sponsored Target Date Fund (2060) | 2,754.159 | – | $ 18.5241 | $ 18.5806 |
Roth IRA Detail
| Roth IRA | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| FXAIX (Fidelity 500 Index Fund) | 21.645 | – | $ 197.84 | $ 199.76 |
| FDKVX (2060 Target Date Fund) | 241.826 | – | $ 15.04 | $ 15.05 |
Individual Brokerage Detail
| Individual Brokerage | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| DLN (LargeCap Dividend) | 2.387 | – | $ 78.30 | $ 78.41 |
| MNMD (MindMed) | 4.000 | – | $ 5.25 | $ 5.28 |
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