Values on March 17, 2006

Name Holdings Symbol Current value

Total

D

27,055.22

(Dad) Capital Income Builder CIBFX
3097.66
 
Capital World Bond Fund CWBFX 2812.40
Capital World Growth & Income CWGIX 7106.99
 
Europacific Growth Fund
AEPGX
2088.02  
New World Fund NEWFX 7842.62
  Cash   4107.53  
E 23,839.68
(youngest)
Capital Income Builder Fund
CIBFX
2339.53
 
 
Capital World Bond Fund
CWBFX
2176.60
 
  Capital World Growth & Income CWGIX 2538.14  
 
Europacific Growth Fund
AEPGX
2665.59
 
 
New Perspective Fund
ANWPX
2461.38
 
  New World Fund NEWFX 2756.86  
 
Vanguard Inflation Protected Sec.
VIPSX
3370.90
 
  Cash   5530.68  
K 31,167.26
(oldest) Capital Income Builder Fund CIBFX
2010.97
 
  Capital World Growth & Income CWGIX
2121.57
 
  Dodge & Cox International DODFX 3304.71  
EuroPacific Growth AEPGX 4926.03
  New World Fund ANWPX 2254.80  
  T. R. Price Emerg.Mkt. Bond PREMX 2953.85  
  Third Ave. International Value TAVIX 3298.91  
  Vanguard Inflation Protected Sec. VIPSX 3021.19  
Vang. Special Health Care VGHCX 4214.49
Cash   3060.74
M

47,965.46

(Mom)
Capital Income Builder
CIBFX
6864.03
 
  Capital World Bond Fund CWBFX

6136.93

  Capital World Growth & Income
CWGIX
7910.94
 
EuroPacific Growth AEPGX 8357.80
New Perspective Fund ANWPX 7307.51
New World Fund NEWFX 8770.88
  Cash   2617.37
Total funds

130,027.62

         
Cash savings
20,133.74
         
Total of funds and savings       150,161.36
Amount contributed as of 03/06 14,900.00

* If asterisk appears, temporarily lacks month end distribution or most recent monthly buy or accurate price quote. 

 

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