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 15.73% per year. You can also manipulate the table below in this spreadsheet.
Deposits Grew To:
06/11/22 2000 18234.16 <== Into CESA for Child #1
07/04/12 4000 34466.89 <== Into Roth IRA for Spouse
07/04/12 4000 34466.89 <== Into Roth IRA for Me
07/06/26 2000 16723.72 <== Into CESA for Child #1
08/01/02 4000 30997.77 <== Into Roth IRA for Me
08/01/02 4000 30997.77 <== Into Roth IRA for Spouse
08/05/28 5000 36532.86 <== Into Roth IRA for Me
08/05/28 5000 36532.86 <== Into Roth IRA for Spouse
08/06/10 2000 14537.29 <== Into CESA for Child #1
11/02/24 3000 14676.82 <== Into Roth IRA for Spouse
11/08/01 5000 22962.09 <== Into Roth IRA for Me
11/09/23 2500 11240.02 <== Into Roth IRA for Spouse
11/10/17 500 2226.51 <== Into Roth IRA for Spouse
12/01/17 25056.11 107540.86 <== Rollover from 401k into TIRA for Spouse
12/01/20 -10520 -45097.66 <== Rollover to PMCP from Roth IRA for Spouse
12/01/20 -10530 -45140.53 <== Rollover to PMCP from Roth IRA for Me
12/02/28 2000 8440.88 <== Into Roth IRA for Spouse
12/11/05 -2000 -7633.97 <== Withdrawal from Spouse's Roth IRA
12/12/21 2000 7494.68 <== Into Roth IRA for Spouse
13/01/09 1500 5578.42 <== Into Roth IRA for Spouse
13/01/24 1500 5545.02 <== Into Roth IRA for Spouse
13/01/25 97745.61361189.56 <== Rollover from 401k into TIRA for Me
13/02/21 1500 5483.21 <== Into Roth IRA for Me
13/03/04 2000 7278.83 <== Into Roth IRA for Me
13/03/20 1500 5424.27 <== Into Roth IRA for Me
13/03/20 3000 10848.53 <== Into Roth IRA for Me
13/08/30 2000 6775.5 <== Into Roth IRA for Me
13/09/04 1000 3380.98 <== Into Roth IRA for Spouse
13/09/12 1500 5055.25 <== Into Roth IRA for Spouse
13/09/26 500 1675.67 <== Into Roth IRA for Me
13/09/27 2000 6699.98 <== Into Roth IRA for Spouse
13/10/28 1000 3308.67 <== Into Roth IRA for Spouse
13/11/08 2000 6588.27 <== Into CESA for Child #2
13/11/22 2000 6551.45 <== Into CESA for Child #3
13/12/06 2000 6514.84 <== Into CESA for Child #1
14/01/02 2750 8861.6 <== Into Roth IRA for Me
14/03/18 -2491.72-7791.83 <== Into Roth IRA for Spouse
14/07/07 1000 2991.18 <== Into Roth IRA for Spouse
14/07/18 1000 2978.04 <== Into Roth IRA for Spouse
14/09/10 12224.1835625.54 <== Rollover from 401k into TIRA for Spouse
14/10/03 2000 5775.28 <== Into Roth IRA for Spouse
14/10/23 2750 7877.68 <== Into Roth IRA for Me
14/10/23 1500 4296.92 <== Into Roth IRA for Spouse
14/10/23 2000 5729.23 <== Into CESA for Child #2
14/10/23 2000 5729.23 <== Into CESA for Child #3
14/10/23 2000 5729.23 <== Into CESA for Child #1
15/01/02 5500 15313.87 <== Into Roth IRA for Me
15/01/02 5500 15313.87 <== Into Roth IRA for Spouse
16/12/05 3789.74 7963.63 <== Rollover from 401k into TIRA for Me
17/02/02 -6171.88-12666.65 <== Into Roth IRA for Spouse
17/08/23 -11548.89-21860.79 <== Into Roth IRA for Spouse
18/03/02 -11000.03-19289.15 <== Into Roth IRA for Spouse
18/08/23 -2033.93 -3326.63 <== Into Roth IRA for Spouse
19/09/10 33852.59 47497.81 <== Rollover from 401k into TIRA for Spouse
Today's Date: 22/01/03
ROI (annual %): 15.73
Final Balance: 884846.39
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