Archive List for Quarterly Reports

Quarterly Report 2017Q1

Quarterly Reports

Net Worth: $636,013 Account 2016Q4 2017Q1 Change Cash $42,845 $20,650 $22,195 Lending Club $43,878 $59,096 $15,218 Direct Lending Income Fund $792,181 $811,172 $18,991 Groundfloor $5,190 $2,690 $2,500 iFunding $100,000 $100,000 $0 LexShares $0 $15,000 $15,000 Debt ($360,996) ($372,595) $11,598 Total $623,097 $636,013 $12,916 Key Factors Earned Income Salary: $18,837 ESPP: $6,816 Portfolio Income Lending Club: $782・・・

Quarterly Report 2016Q4

Quarterly Reports

Net Worth: $623,097 Account 2016Q3 2016Q4 Change Cash $185,450 $42,845 $150,480 Lending Club $44,676 $43,878 $799 Direct Lending Income Fund $527,048 $792,181 $265,133 Groundfloor $5,240 $5,190 $50 iFunding $100,000 $100,000 $0 Debt ($279,100) ($360,996) $81,896 Total $583,314 $623,097 $39,783 Key Factors Earned Income Salary: $23,447 RSU: $15,994 ESPP: $688 Portfolio Income Lending Club: $799 Groundfloor: $2 Robinhood: $3,473 Passive・・・

Quarterly Report 2016Q3

Quarterly Reports

Net Worth: $583,314 Account 2016Q2 2016Q3 Change Cash $5,267 $185,450 $180,183 Lending Club $83,548 $44,676 $38,871 Direct Lending Income Fund $513,431 $527,048 $13,617 Groundfloor $5,200 $5,240 $40 iFunding $0 $100,000 $100,000 Debt ($80,900) ($279,100) $198,200 Total $526,545 $583,314 $56,768 Key Factors Earned Income Salary: $21,877 Bonus: $10,650 RSU: $5,236 ESPP: $13,369 Relocation Package: $15,000 Portfolio Income・・・

Quarterly Report 2016Q2

Quarterly Reports

Net Worth: $526,545 Account 2016Q1 2016Q2 Change Cash $27,439 $5,267 $22,172 Lending Club $154,690 $83,547 $71,142 Direct Lending Income Fund $500,187 $513,431 $13,243 Groundfloor $5,000 $5,200 $200 Debt ($162,385) ($80,900) $81,485 Total $524,930 $526,545 $1,615 Key Factors Earned Income Salary: $16,558 ESPP: $6,799 Portfolio Income Lending Club: $1,142 Groundfloor: $200 Passive Income Direct Lending Income Fund: $13,243・・・

Quarterly Report 2016Q1

Quarterly Reports

Net Worth: $524,930 Account 2015Q4 2016Q1 Change Cash $10,081 $27,438 $17,357 Lending Club $177,860 $154,690 $23,170 Direct Lending Income Fund $487,118 $500,187 $13,068 Groundfloor $0 $5,000 $5,000 Debt ($174,840) ($162,385) $12,455 Total $500,220 $524,930 $24,710 Key Factors Earned Income Salary: $14,084 ESPP: $10,524 Portfolio Income Lending Club: $1,830 Passive Income Direct Lending Income Fund: $13,068 Return・・・

Quarterly Report 2015Q4

Quarterly Reports

Net Worth: $500,220 Account 2015Q3 2015Q4 Change Cash $11,472 $10,081 $1,391 Lending Club $226,882 $177,860 $49,022 Direct Lending Income Fund $429,904 $487,118 $57,213 Debt ($219,876) ($174,840) $45,035 Total $458,589 $500,220 $41,631 Key Factors Earned Income Salary: $24,883 RSU: $13,739 ESPP: $9,657 Portfolio Income Lending Club: $978 Passive Income Direct Lending Income Fund: $12,213 Return On Investment・・・

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