July '23 Month End: $11,231.19

August '23 Month End: $10,991.84

Value Difference: -$239.35

Performance: -2.31% (Excluding contributions)

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July '23 S&P Month End: $4,588.96

August '23 S&P Month End: $4,507.66

S&P % Difference: -1.77%

% Difference Portfolio vs S&P: -0.54%

August '23: $13.74

August '22: $10.34

% Difference: +33%

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PADI: $283.08 to $282.70 (-0.1%)

$20​

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Buys

​8/7

$EMB - 0.0216 shares via dividend reinvestment

8/10

$CARR - 0.0437 shares via dividend reinvestment

8/25

$SBUX - 0.0509 shares via dividend reinvestment

8/28

$RICK - 1 share at $64.94

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Sells

None

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Had the opportunity to make one buy this month. Like with my Taxable account, our savings goals have changed and we are not putting as much towards these two specific accounts.

As always, I appreciate any feedback or thoughts you leave below!