The table below shows the dates and amounts of all deposits to my family's seven brokerage accounts since I started investing in 2006. The table below also shows how much each deposit would have grown to had I invested them in a bond that returns 13.13% per year. You can also manipulate the table below in this spreadsheet.
11/22/06 2000 11435.23 <== Into Coverdell ESA for Child #1
04/12/07 4000 21805.77 <== Into Roth IRA for Spouse
04/12/07 4000 21805.77 <== Into Roth IRA for Me
06/26/07 2000 10629.89 <== Into Coverdell ESA for Child #1
01/02/08 4000 19937.05 <== Into Roth IRA for Me
01/02/08 4000 19937.05 <== Into Roth IRA for Spouse
05/28/08 5000 23713 <== Into Roth IRA for Me
05/28/08 5000 23713 <== Into Roth IRA for Spouse
06/10/08 2000 9443.6 <== Into Coverdell ESA for Child #1
02/24/11 3000 10139.38 <== Into Roth IRA for Spouse
08/01/11 5000 16019.94 <== Into Roth IRA for Me
09/23/11 2500 7867.72 <== Into Roth IRA for Spouse
10/17/11 500 1560.83 <== Into Roth IRA for Spouse
01/17/12 25056.11 75821.05 <== Rollover from 401k into Traditional IRA for Spouse
01/20/12 -10520 -31801.78 <== Rollover to PMCP from Roth IRA for Spouse
01/20/12 -10530 -31832.01 <== Rollover to PMCP from Roth IRA for Me
02/28/12 2000 5966.77 <== Into Roth IRA for Spouse
11/05/12 -2000 -5481.31 <== Withdrawal from Spouse's Roth IRA
12/21/12 2000 5396.72 <== Into Roth IRA for Spouse
01/09/13 1500 4021.62 <== Into Roth IRA for Spouse
01/24/13 1500 4001.28 <== Into Roth IRA for Spouse
01/25/13 97745.61 260650.22 <== Rollover from 401k into Traditional IRA for Me
02/21/13 1500 3963.58 <== Into Roth IRA for Me
03/04/13 2000 5265.16 <== Into Roth IRA for Me
03/20/13 1500 3927.56 <== Into Roth IRA for Me
03/20/13 3000 7855.13 <== Into Roth IRA for Me
08/30/13 2000 4955.96 <== Into Roth IRA for Me
09/04/13 1000 2473.8 <== Into Roth IRA for Spouse
09/12/13 1500 3700.67 <== Into Roth IRA for Spouse
09/26/13 500 1227.73 <== Into Roth IRA for Me
09/27/13 2000 4909.27 <== Into Roth IRA for Spouse
10/28/13 1000 2429.04 <== Into Roth IRA for Spouse
11/08/13 2000 4840.05 <== Into Coverdell ESA for Child #2
11/22/13 2000 4817.2 <== Into Coverdell ESA for Child #3
12/06/13 2000 4794.45 <== Into Coverdell ESA for Child #1
01/02/14 2750 6532.46 <== Into Roth IRA for Me
03/18/14 -2491.72 -5770.73 <== Into Roth IRA for Spouse
07/07/14 1000 2230.66 <== Into Roth IRA for Spouse
07/18/14 1000 2222.38 <== Into Roth IRA for Spouse
09/10/14 12224.18 26675.28 <== Rollover from 401k into Traditional IRA for Spouse
10/03/14 2000 4330.54 <== Into Roth IRA for Spouse
10/23/14 2750 5914.36 <== Into Roth IRA for Me
10/23/14 1500 3226.02 <== Into Roth IRA for Spouse
10/23/14 2000 4301.36 <== Into Coverdell ESA for Child #2
10/23/14 2000 4301.36 <== Into Coverdell ESA for Child #3
10/23/14 2000 4301.36 <== Into Coverdell ESA for Child #1
01/02/15 5500 11548.17 <== Into Roth IRA for Me
01/02/15 5500 11548.17 <== Into Roth IRA for Spouse
12/05/16 3789.74 6273.88 <== Rollover from 401k into Traditional IRA for Me
02/02/17 -6171.88 -10015.7 <== Into Roth IRA for Spouse
08/23/17 -11548.89 -17504.27 <== Into Roth IRA for Spouse
03/02/18 -11000.03 -15629.78 <== Into Roth IRA for Spouse
08/23/18 -2033.93 -2724.87 <== Into Roth IRA for Spouse
09/10/19 33852.59 39844.2 <== Rollover from 401k into Traditional IRA for Spouse
Today's Date: 01/04/21
ROI (annual %): 13.13
Final Balance: $621,515.20
You can review my January 1, 2020 post to verify the above data through then. The following link leads to images that show all transactions in all seven accounts in 2020. The transactions are all stock buys and sales, but no deposits and no withdrawals:
https://drive.google.com/drive/folders/1DwgXKvcyltaBgJ_iQD__3O7FgXNzxAuC?usp=sharing
The following images are numerous and have quality likely diminished during the upload to this free blog, so you can likely get a better view by clicking the above link.
The following two images show the current balances in all seven brokerage accounts:
The share prices that Schwab and TD Ameritrade display do not always match. So the account values in my spreadsheet are slightly differet from the account values that Schwab and TD Ameritrade display.
But the cash balances and share counts in my spreadsheet exactly match the cash balances and share counts that Schwab and TD Ameritrade display.
You can access the folder with all the above images and spreadsheet through this link.
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