Daily Summary
| Investments | Starting Balance | Contributions | Ending Balance | Return |
| 401k | $ 50,591.30 | $ – | $ 50,834.17 | 0.48% |
| Roth IRA | $ 7,830.49 | $ – | $ 7,867.49 | 0.47% |
| Individual Brokerage | $ 170.15 | $ – | $ 170.97 | 0.48% |
| Total | $ 58,591.94 | $ – | $ 58,872.63 | 0.48% |
401k Detail
| 401k | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| Employer Sponsored Target Date Fund (2060) | 2,731.815 | – | $ 18.5193 | $ 18.6082 |
Roth IRA Detail
| Roth IRA | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| FXAIX (Fidelity 500 Index Fund) | 21.375 | – | $ 199.17 | $ 199.67 |
| FDKVX (2060 Target Date Fund) | 239.173 | – | $ 14.94 | $ 15.05 |
Individual Brokerage Detail
| Individual Brokerage | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| DLN (LargeCap Dividend) | 1.874 | – | $ 78.27 | $ 78.30 |
| MNMD (MindMed) | 4.000 | – | $ 5.87 | $ 6.06 |
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