Values on December 31, 2004

Name Holdings Symbol Current value

Total

D

21,413.40

(Dad) Capital Income Builder CIBFX
976.25
 
Capital World Bond Fund CWBFX 948.77
Capital World Growth & Income CWGIX 5836.05
New World Fund NEWFX 5523.05
  Cash   8129.28  
E 20,446.61
(youngest)
Capital Income Builder Fund
CIBFX
742.48
 
 
Capital World Bond Fund
CWBFX
741.74
 
  Capital World Growth & Income CWGIX 750.68  
 
Europacific Growth Fund
AEPGX
751.12
 
 
New Perspective Fund
ANWPX
734.96
 
  New World Fund NEWFX 754.98  
 
Vanguard Inflation Protected Sec.
VIPSX
3315.74
 
  Cash   12,654.91  
K 26,096.25
(oldest) Dodge & Cox International DODFX 2600.55  
EuroPacific Growth AEPGX 1018.29
  T. Rowe Price Int'l Bond Fund RPIBX 2888.01
  Third Ave. International Value TAVIX 2602.25  
  Vanguard Inflation Protected Sec. VIPSX 1688.51  
Vang. Special Health Care VGHCX 2111.96
Cash   13,186.68
M

39,507.26

(Mom) Capital World Bond Fund CWBFX

5266.11

  Capital World Growth & Income
CWGIX
5836.05
 
EuroPacific Growth AEPGX 5803.82
Fundamental Investors ANCFX 5625.19
Growth Fund of America AGTHX 5470.46
New Perspective Fund ANWPX 5567.79
New World Fund NEWFX 5827.45
  Cash   110.39
Total funds

107,463.52

         
Cash savings
17,929.90
         
Total of funds and savings       125,393.42
Amount contributed as of 12/04 13,400.00

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

 

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