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Instructions:
Go to File -> Make A Copy
This sheet will take all your equity vests and show you the performance difference between holding your vests in your companies stock (ie never selling) vs diversifying.

The primary thing you will need to update is Update your Company Stock Ticker in B4 and then Copy your Vesting Date and Total Shares for that vest starting in Row 12.

By default the comparison is "VTSAX" a broadly well known low cost total market index fund by vanguard. You can leave this or update B5 with your desired comparison. (Note it does not factor in dividends)
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Company Stock TickerMETA
Created By: Andre Nader
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Mutual Fund to CompareVTSAX
Questions? Reach out on andrenader.substack.com
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INSERT ALL VESTS BELOW
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Vest DateVest Name# of Shares
12
5/15/15META100
13
8/15/15META50
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11/15/15META50
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2/15/16META50
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5/15/16META50
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8/15/16META50
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11/15/16META50
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2/15/17META50
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5/15/17META50
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8/15/17META50
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11/15/17META50
23
2/15/18META50
24
5/15/18META50
25
2/15/16META30
26
5/15/16META15
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8/15/16META15
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11/15/16META15
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2/15/17META15
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5/15/17META15
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8/15/17META15
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11/15/17META15
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2/15/18META15
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5/15/18META15
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8/15/18META15
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11/15/18META15
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2/15/19META15
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5/15/15META100
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8/15/15META50
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11/15/15META50
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2/15/16META50
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5/15/16META50
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8/15/16META50
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11/15/16META50
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2/15/17META50
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5/15/17META50
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8/15/17META50
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11/15/17META50
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2/15/18META50
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5/15/22META50
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8/15/22META50
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11/15/22META50
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2/15/23META50
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5/15/23META50
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8/15/23META50
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11/15/23META50
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2/15/24META50
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5/15/24META50
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8/15/24META50
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11/15/24META50
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2/15/25META50
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5/15/21META50
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8/15/21META50
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11/15/21META50
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2/15/22META50
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META
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