Daily Portfolio Summary
| Investments | Starting Balance | Contributions | Ending Balance | Return |
| 401k | $ 51,958.68 | $ – | $ 51,537.40 | -0.81% |
| Roth IRA | $ 8,132.44 | $ – | $ 8,060.03 | -0.89% |
| Individual Brokerage | $ 256.20 | $ – | $ 254.77 | -0.56% |
| Total | $ 60,347.32 | $ – | $ 59,852.20 | -0.82% |
401k Details
| 401k | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| Employer Sponsored Target Date Fund (2060) | 2,778.881 | – | $ 18.6977 | $ 18.5461 |
Roth IRA Details
| Roth IRA | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| FXAIX (Fidelity 500 Index Fund) | 21.841 | – | $ 203.31 | $ 201.45 |
| FDKVX (2060 Target Date Fund) | 244.459 | – | $ 15.10 | $ 14.97 |
Individual Brokerage Account
| Individual Brokerage | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| DLN (LargeCap Dividend) | 2.886 | – | $ 79.96 | $ 79.59 |
| MNMD (MindMed) | 4.000 | – | $ 6.31 | $ 6.22 |
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