Daily Portfolio Summary
| Investments | Starting Balance | Contributions | Ending Balance | Return |
| 401k | $ 51,899.47 | $ – | $ 52,175.44 | 0.53% |
| Roth IRA | $ 8,057.65 | $ – | $ 8,102.63 | 0.56% |
| Individual Brokerage | $ 234.14 | $ – | $ 237.63 | 1.49% |
| Total | $ 60,191.26 | $ – | $ 60,515.70 | 0.54% |
401k Details
| 401k | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| Employer Sponsored Target Date Fund (2060) | 2,778.881 | – | $ 18.6764 | $ 18.7757 |
Roth IRA Details
| Roth IRA | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| FXAIX (Fidelity 500 Index Fund) | 21.743 | – | $ 202.04 | $ 202.99 |
| FDKVX (2060 Target Date Fund) | 243.138 | – | $ 15.07 | $ 15.17 |
Individual Brokerage Details
| Individual Brokerage | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| DLN (LargeCap Dividend) | 2.637 | – | $ 79.77 | $ 80.22 |
| MNMD (MindMed) | 4.000 | – | $ 5.92 | $ 6.490 |
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