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 15.97% per year. You can also manipulate the table below in this spreadsheet.
Deposits Grew To:
11/22/06 2000 34013.6801 <== Into CESA for Child #1
04/12/07 4000 64242.2516 <== Into RIRA for Spouse
04/12/07 4000 64242.2516 <== Into RIRA for Me
06/26/07 2000 31157.73149 <== Into CESA for Child #1
01/02/08 4000 57688.95543 <== Into RIRA for Me
01/02/08 4000 57688.95543 <== Into RIRA for Spouse
05/28/08 5000 67933.16199 <== Into RIRA for Me
05/28/08 5000 67933.16199 <== Into RIRA for Spouse
06/10/08 2000 27030.21499 <== Into CESA for Child #1
02/24/11 3000 27136.13822 <== Into RIRA for Spouse
08/01/11 5000 42416.64139 <== Into RIRA for Me
09/23/11 2500 20756.81268 <== Into RIRA for Spouse
10/17/11 500 4111.106096 <== Into RIRA for Spouse
01/17/12 25056.11 198463.0902 <== Rollover from 401k into TIRA for Spouse
01/20/12 -10520 -83224.81625 <== Rollover to PMCP from RIRA for Spouse
01/20/12 -10530 -83303.92729 <== Rollover to PMCP from RIRA for Me
02/28/12 2000 15573.64025 <== Into RIRA for Spouse
11/05/12 -2000 -14064.70776 <== Withdrawal from Spouse's RIRA
12/21/12 2000 13804.46003 <== Into RIRA for Spouse
01/09/13 1500 10273.78261 <== Into RIRA for Spouse
01/24/13 1500 10211.4023 <== Into RIRA for Spouse
01/25/13 97745.61 665143.048 <== Rollover from 401k into TIRA for Me
02/21/13 1500 10095.97066 <== Into RIRA for Me
03/04/13 2000 13401.30713 <== Into RIRA for Me
03/20/13 1500 9985.897545 <== Into RIRA for Me
03/20/13 3000 19971.79509 <== Into RIRA for Me
08/30/13 2000 12461.88289 <== Into RIRA for Me
09/04/13 1000 6218.304835 <== Into RIRA for Spouse
09/12/13 1500 9297.209309 <== Into RIRA for Spouse
09/26/13 500 3081.503749 <== Into RIRA for Me
09/27/13 2000 12321.0114 <== Into RIRA for Spouse
10/28/13 1000 6083.451642 <== Into RIRA for Spouse
11/08/13 2000 12112.68435 <== Into CESA for Child #2
11/22/13 2000 12044.02772 <== Into CESA for Child #3
12/06/13 2000 11975.76026 <== Into CESA for Child #1
01/02/14 2750 16287.13955 <== Into RIRA for Me
03/18/14 -2491.72 -14314.83788 <== Into RIRA for Spouse
07/07/14 1000 5491.79481 <== Into RIRA for Spouse
07/18/14 1000 5467.32192 <== Into RIRA for Spouse
09/10/14 12224.18 65384.14279 <== Rollover from 401k into TIRA for Spouse
10/03/14 2000 10598.07648 <== Into RIRA for Spouse
10/23/14 2750 14454.50088 <== Into RIRA for Me
10/23/14 1500 7884.273208 <== Into RIRA for Spouse
10/23/14 2000 10512.36428 <== Into CESA for Child #2
10/23/14 2000 10512.36428 <== Into CESA for Child #3
10/23/14 2000 10512.36428 <== Into CESA for Child #1
01/02/15 5500 28087.52663 <== Into RIRA for Me
01/02/15 5500 28087.52663 <== Into RIRA for Spouse
12/05/16 3789.74 14547.84166 <== Rollover from 401k into TIRA for Me
02/02/17 -6171.88 -23131.4583 <== Into RIRA for Spouse
08/23/17 -11548.89 -39875.54625 <== Into RIRA for Spouse
03/02/18 -11000.03 -35146.39512 <== Into RIRA for Spouse
08/23/18 -2033.93 -6055.375604 <== Into RIRA for Spouse
09/10/19 33852.59 86270.37532 <== Rollover from 401k into TIRA for Spouse
01/26/22 6000 10744.54935 <== Into RIRA for Spouse
01/31/22 14000 25019.77088 <== Into RIRA for Me
02/04/22 39438.03 70366.37462 <== Rollover from 401k into TIRA for Spouse
03/01/22 6000 10597.24327 <== Into RIRA for Spouse
08/28/23 27586.29 39051.14824 <== Rollover from 401k into TIRA for Spouse
10/03/23 14654.42 20443.77911 <== Rollover from 401k into TIRA for Me
11/12/24 110277.26 130463.0625 <== Rollover from 401k into TIRA for Me
03/07/25 1621.01 1830.244344 <== Rollover from 401k into TIRA for Me
Final Balance: 1942368.01
Had I invested all the above deposits into a bond returning 15.97% per year, we would have a balance of $1,942,368.01 today.
The following image summarizes my family's brokerage account balances totaling $1,942,368.01:
Gold since November 22, 2006 has appreciated 10.57% per year on average.
You can review my January 1, 2025 post to verify the above data through then. This link leads to images that show all transactions in all seven accounts since January 1, 2025.
