Daily Portfolio Summary
| Investments | Starting Balance | Contributions | Ending Balance | Return |
| 401k | $ 51,173.93 | $ – | $ 51,376.89 | 0.40% |
| Roth IRA | $ 7,963.90 | $ – | $ 8,001.89 | 0.48% |
| Individual Brokerage | $ 208.40 | $ – | $ 209.83 | 0.69% |
| Total | $ 59,346.23 | $ – | $ 59,588.61 | 0.41% |
401k Details
| 401k | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| Employer Sponsored Target Date Fund (2060) | 2,754.159 | – | $ 18.5806 | $ 18.6543 |
Roth IRA Details
| Roth IRA | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| FXAIX (Fidelity 500 Index Fund) | 21.645 | – | $ 199.76 | $ 201.18 |
| FDKVX (2060 Target Date Fund) | 241.826 | – | $ 15.05 | $ 15.08 |
Individual Brokerage Details
| Individual Brokerage | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| DLN (LargeCap Dividend) | 2.387 | – | $ 78.41 | $ 79.06 |
| MNMD (MindMed) | 4.000 | – | $ 5.28 | $ 5.25 |
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