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 20.88% per year. You can also manipulate the table below in this spreadsheet.
Deposits Grew To:
04/12/07 4000 67651.86 <== Into RIRA for Spouse
04/12/07 4000 67651.86 <== Into RIRA for Me
06/26/07 2000 32533.13 <== Into CESA for Child #1
01/02/08 4000 58949.77 <== Into RIRA for Me
01/02/08 4000 58949.77 <== Into RIRA for Spouse
05/28/08 5000 68268.67 <== Into RIRA for Me
05/28/08 5000 68268.67 <== Into RIRA for Spouse
06/10/08 2000 27123.64 <== Into CESA for Child #1
02/24/11 3000 24337.17 <== Into RIRA for Spouse
08/01/11 5000 37365.08 <== Into RIRA for Me
09/23/11 2500 18175.09 <== Into RIRA for Spouse
10/17/11 500 3589.97 <== Into RIRA for Spouse
01/17/12 25056.11 171504.12 <== Rollover from 401k into TIRA for Spouse
01/20/12 -10520 -71895.17 <== Rollover to PMCP from RIRA for Spouse
01/20/12 -10530 -71963.51 <== Rollover to PMCP from RIRA for Me
02/28/12 2000 13394.1 <== Into RIRA for Spouse
11/05/12 -2000 -11756.42 <== Withdrawal from Spouse's RIRA
12/21/12 2000 11478.76 <== Into RIRA for Spouse
01/09/13 1500 8524.5 <== Into RIRA for Spouse
01/24/13 1500 8458.32 <== Into RIRA for Spouse
01/25/13 97745.61 550889.64 <== Rollover from 401k into TIRA for Me
02/21/13 1500 8336.16 <== Into RIRA for Me
03/04/13 2000 11051.53 <== Into RIRA for Me
03/20/13 1500 8220.03 <== Into RIRA for Me
03/20/13 3000 16440.06 <== Into RIRA for Me
08/30/13 2000 10070.04 <== Into RIRA for Me
09/04/13 1000 5021.95 <== Into RIRA for Spouse
09/12/13 1500 7501.68 <== Into RIRA for Spouse
09/26/13 500 2482.44 <== Into RIRA for Me
09/27/13 2000 9924.59 <== Into RIRA for Spouse
10/28/13 1000 4883.01 <== Into RIRA for Spouse
11/08/13 2000 9710.36 <== Into CESA for Child #2
11/22/13 2000 9639.98 <== Into CESA for Child #3
12/06/13 2000 9570.12 <== Into CESA for Child #1
01/02/14 2750 12975.6 <== Into RIRA for Me
03/18/14 -2491.72 -11307.59 <== Into RIRA for Spouse
07/07/14 1000 4283.74 <== Into RIRA for Spouse
07/18/14 1000 4259.33 <== Into RIRA for Spouse
09/10/14 12224.18 50626.27 <== Rollover from 401k into TIRA for Spouse
10/03/14 2000 8184.58 <== Into RIRA for Spouse
10/23/14 2750 11137.45 <== Into RIRA for Me
10/23/14 1500 6074.97 <== Into RIRA for Spouse
10/23/14 2000 8099.97 <== Into CESA for Child #2
10/23/14 2000 8099.97 <== Into CESA for Child #3
10/23/14 2000 8099.97 <== Into CESA for Child #1
01/02/15 5500 21468.15 <== Into RIRA for Me
01/02/15 5500 21468.15 <== Into RIRA for Spouse
12/05/16 3789.74 10266.17 <== Rollover from 401k into TIRA for Me
02/02/17 -6171.88 -16214.48 <== Into RIRA for Spouse
08/23/17 -11548.89 -27317.71 <== Into RIRA for Spouse
03/02/18 -11000.03 -23561.26 <== Into RIRA for Spouse
08/23/18 -2033.93 -3979.95 <== Into RIRA for Spouse
09/10/19 33852.59 54288.63 <== Rollover from 401k into TIRA for Spouse
01/26/22 6000 6126 <== Into RIRA for Spouse
01/31/22 14000 14256.92 <== Into RIRA for Me
02/04/22 39438.03 40078.4 <== Rollover from 401k into TIRA for Spouse
03/01/22 6000 6018.73 <== Into RIRA for Spouse
Final Balance: $1,504,180.07
Had I invested all the above deposits into a bond returning 20.88% per year, we would have a balance of $1,504,180.07 today.
The following image summarizes my family's brokerage account balances totaling $1,504,180.07:
Gold since November 22, 2006 has appreciated 7.73% per year on average.
You can review my February 4, 2022 post to verify the above data through then. The following link leads to images that show all transactions in all seven accounts since February 4, 2022. The transactions show all stock buys and sales and $6,000 into the RIRA for Spouse:
https://drive.google.com/drive/folders/1-cDFVRb1uNtCTYX4UPP-1pwnbA_MWZRA?usp=sharing
The following images of all transaction in all seven accounts since February 4, 2022 are numerous, so you can likely get a better view by clicking the above link.
