Schwab_Roth_Ira
Insights →Account
2d ago Stale- account id
- schwab_roth_ira
- institution
- Schwab
- account name
- Schwab Roth IRA
- account type
- roth_ira
- account subtype
- individual
- account number last4
- 5678
- tax treatment
- post_tax
- annual contribution limit
- 7000
- ytd contribution
- 4000
- employer match pct
- null
- employer match vesting
- null
- beneficiary primary
- Jordan Sample
- opened date
- 2020-01-15
Balance & Performance
2d ago Stale- as of date
- 2026-06-19
- total value
- 68146.88
- total cost basis
- 55880.44
- unrealized gain loss
- 12266.44
- unrealized gain loss pct
- 21.95
- ytd return pct
- 8.9
- ytd return dollars
- 5315.46
- ytd contribution
- 4000
- ytd employer contribution
- 0
- cash balance
- 1800
- invested balance
- 66346.88
Holdings
2d ago Stale- Vanguard Total Stock Market ETF
- Vanguard Total Intl Stock ETF
- Vanguard Total Bond Market ETF
- Money Market Settlement Fund
Transaction History
2d ago Stale 2026-05-20 IRA Contribution
2026-04-20 IRA Contribution
2026-03-21 IRA Contribution
2026-02-19 IRA Contribution
2026-01-20 IRA Contribution
2025-12-21 IRA Contribution