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 12.95% per year. You can also manipulate the table below in this spreadsheet.
Deposits Grew To:
11/22/06 2000 18193.84 <== Into CESA for Child #1
04/12/07 4000 34715.10 <== Into RIRA for Spouse
04/12/07 4000 34715.10 <== Into RIRA for Me
06/26/07 2000 16928.49 <== Into CESA for Child #1
11/22/06 2000 18193.84 <== Into CESA for Child #1
04/12/07 4000 34715.10 <== Into RIRA for Spouse
04/12/07 4000 34715.10 <== Into RIRA for Me
06/26/07 2000 16928.49 <== Into CESA for Child #1
01/02/08 4000 31776.82 <== Into RIRA for Me
01/02/08 4000 31776.82 <== Into RIRA for Spouse
05/28/08 5000 37819.43 <== Into RIRA for Me
05/28/08 5000 37819.43 <== Into RIRA for Spouse
06/10/08 2000 15062.28 <== Into CESA for Child #1
02/24/11 3000 16242.04 <== Into RIRA for Spouse
08/01/11 5000 25679.67 <== Into RIRA for Me
09/23/11 2500 12614.73 <== Into RIRA for Spouse
10/17/11 500 2502.81 <== Into RIRA for Spouse
01/17/12 25056.11 121629.55 <== Rollover from 401k into TIRA for Spouse
01/20/12-10520 -51016.00 <== Rollover to PMCP from RIRA for Spouse
01/20/12-10530 -51064.49 <== Rollover to PMCP from RIRA for Me
02/28/12 2000 9573.44 <== Into RIRA for Spouse
11/05/12-2000 -8804.18 <== Withdrawal from Spouse's RIRA
12/21/12 2000 8670.06 <== Into RIRA for Spouse
01/09/13 1500 6461.44 <== Into RIRA for Spouse
01/24/13 1500 6429.18 <== Into RIRA for Spouse
01/25/13 97745.61 418809.75 <== Rollover from 401k into TIRA for Me
02/21/13 500 6369.38 <== Into RIRA for Me
03/04/13 2000 8461.39 <== Into RIRA for Me
03/20/13 1500 6312.25 <== Into RIRA for Me
03/20/13 3000 12624.50 <== Into RIRA for Me
08/30/13 2000 7970.73 <== Into RIRA for Me
09/04/13 1000 3978.72 <== Into RIRA for Spouse
09/12/13 1500 5952.17 <== Into RIRA for Spouse
09/26/13 500 1974.80 <== Into RIRA for Me
09/27/13 2000 7896.60 <== Into RIRA for Spouse
10/28/13 1000 3907.66 <== Into RIRA for Spouse
11/08/13 2000 7786.69 <== Into CESA for Child #2
11/22/13 2000 7750.39 <== Into CESA for Child #3
12/06/13 2000 7714.26 <== Into CESA for Child #1
01/02/14 2750 10511.97 <== Into RIRA for Me
01/17/12 25056.11 121629.55 <== Rollover from 401k into TIRA for Spouse
01/20/12-10520 -51016.00 <== Rollover to PMCP from RIRA for Spouse
01/20/12-10530 -51064.49 <== Rollover to PMCP from RIRA for Me
02/28/12 2000 9573.44 <== Into RIRA for Spouse
11/05/12-2000 -8804.18 <== Withdrawal from Spouse's RIRA
12/21/12 2000 8670.06 <== Into RIRA for Spouse
01/09/13 1500 6461.44 <== Into RIRA for Spouse
01/24/13 1500 6429.18 <== Into RIRA for Spouse
01/25/13 97745.61 418809.75 <== Rollover from 401k into TIRA for Me
02/21/13 500 6369.38 <== Into RIRA for Me
03/04/13 2000 8461.39 <== Into RIRA for Me
03/20/13 1500 6312.25 <== Into RIRA for Me
03/20/13 3000 12624.50 <== Into RIRA for Me
08/30/13 2000 7970.73 <== Into RIRA for Me
09/04/13 1000 3978.72 <== Into RIRA for Spouse
09/12/13 1500 5952.17 <== Into RIRA for Spouse
09/26/13 500 1974.80 <== Into RIRA for Me
09/27/13 2000 7896.60 <== Into RIRA for Spouse
10/28/13 1000 3907.66 <== Into RIRA for Spouse
11/08/13 2000 7786.69 <== Into CESA for Child #2
11/22/13 2000 7750.39 <== Into CESA for Child #3
12/06/13 2000 7714.26 <== Into CESA for Child #1
01/02/14 2750 10511.97 <== Into RIRA for Me
03/18/14 -2491.72 -9289.24 <== Into RIRA for Spouse
07/07/14 1000 3592.47 <== Into RIRA for Spouse
07/18/14 1000 3579.30 <== Into RIRA for Spouse
09/10/14 12224.18 42972.67 <== Rollover from 401k into TIRA for Spouse
07/18/14 1000 3579.30 <== Into RIRA for Spouse
09/10/14 12224.18 42972.67 <== Rollover from 401k into TIRA for Spouse
10/03/14 2000 6977.00 <== Into RIRA for Spouse
10/23/14 2750 9529.56 <== Into RIRA for Me
10/23/14 1500 5197.94 <== Into RIRA for Spouse
10/23/14 2000 6930.59 <== Into CESA for Child #2
10/23/14 2000 6930.59 <== Into CESA for Child #3
10/23/14 2000 6930.593 <== Into CESA for Child #1
10/23/14 2750 9529.56 <== Into RIRA for Me
10/23/14 1500 5197.94 <== Into RIRA for Spouse
10/23/14 2000 6930.59 <== Into CESA for Child #2
10/23/14 2000 6930.59 <== Into CESA for Child #3
10/23/14 2000 6930.593 <== Into CESA for Child #1
01/02/15 5500 18612.84 <== Into RIRA for Me
01/02/15 5500 18612.84 <== Into RIRA for Spouse
12/05/16 3789.74 10143.07 <== Rollover from 401k into TIRA for Me
02/02/17 -6171.88 -16196.69 <== Into RIRA for Spouse
08/23/17 -11548.89 -28331.67 <== Into RIRA for Spouse
03/02/18 -11000.03 -25318.80 <== Into RIRA for Spouse
08/23/18 -2033.93 -4417.39 <== Into RIRA for Spouse
08/23/17 -11548.89 -28331.67 <== Into RIRA for Spouse
03/02/18 -11000.03 -25318.80 <== Into RIRA for Spouse
08/23/18 -2033.93 -4417.39 <== Into RIRA for Spouse
09/10/19 33852.59 64701.15 <== Rollover from 401k into TIRA for Spouse
01/26/22 6000 8580.69 <== Into RIRA for Spouse
01/31/22 14000 19988.23 <== Into RIRA for Me
01/31/22 14000 19988.23 <== Into RIRA for Me
02/04/22 39438.03 56231.78 <== Rollover from 401k into TIRA for Spouse
03/01/22 6000 8483.87 <== Into RIRA for Spouse
08/28/23 27586.29 32519.70 <== Rollover from 401k into TIRA for Spouse
08/28/23 27586.29 32519.70 <== Rollover from 401k into TIRA for Spouse
10/03/23 14654.42 17068.84 <== Rollover from 401k into TIRA for Me
11/12/24 110277.26 112170.24 <== Rollover from 401k into TIRA for Me
Final Balance: 1251947.20
Final Balance: 1251947.20
Had I invested all the above deposits into a bond returning 12.95% per year, we would have a balance of $1,251,947.20 today.
The following image summarizes my family's brokerage account balances totaling $1,251,947.20:
Gold since November 22, 2006 has appreciated 8.17% per year on average.
You can review my December 30, 2023 post to verify the above data through then. This link leads to images that show all transactions in all seven accounts since December 30, 2023.
The 2024 transactions include zero withdrawals and only one deposit: a $110,277.26 rollover on November 11, 2024 from my 401k into my TIRA.
