Daily Summary
| Investments | Starting Balance | Contributions | Ending Balance | Return |
| 401k | $ 50,834.17 | $ – | $ 50,667.52 | -0.33% |
| Roth IRA | $ 7,867.49 | $ – | $ 7,845.23 | -0.28% |
| Individual Brokerage | $ 170.97 | $ – | $ 169.65 | -0.77% |
| Total | $ 58,872.63 | $ – | $ 58,682.40 | -0.32% |
401k Detail
| 401k | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| Employer Sponsored Target Date Fund (2060) | 2,731.815 | – | $ 18.6082 | $ 18.5472 |
Roth IRA Detail
| Roth IRA | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| FXAIX (Fidelity 500 Index Fund) | 21.375 | – | $ 199.67 | $ 199.30 |
| FDKVX (2060 Target Date Fund) | 239.173 | – | $ 15.05 | $ 14.99 |
Individual Brokerage Detail
| Individual Brokerage | Starting Shares | Purchased Shares | Starting Share Price | Ending Share Price |
| DLN (LargeCap Dividend) | 1.874 | – | $ 78.30 | $ 77.81 |
| MNMD (MindMed) | 4.000 | – | $ 6.06 | $ 5.96 |
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