Values on December 31, 2007

NameHoldingsSymbolCurrent value

Total

D

32,306.21

(Dad)Capital Income BuilderCIBFX
6559.74
 
Capital World Bond FundCWBFX5711.19
 Capital World Growth & IncomeCWGIX
2807.57
 
 
Europacific Growth Fund
AEPGX
2835.43
 
 New World FundNEWFX
3061.17
 
 SmallCap World FundSMCWX
936.98
 
 Cash 10,394.13 
E33,192.53
(youngest)
Capital Income Builder Fund
CIBFX
4459.03
 
 
Capital World Bond Fund
CWBFX
3846.66
 
 Capital World Growth & IncomeCWGIX4968.05 
 
Europacific Growth Fund
AEPGX
5150.51
 
 
New Perspective Fund
ANWPX
4761.53
 
 New World FundNEWFX6169.22 
 
Vanguard Inflation Protected Sec.
VIPSX
3812.18
 
 Cash  25.35 
K41,188.16
(oldest)Capital Income Builder FundCIBFX
3614.55
 
 Capital World Growth & IncomeCWGIX
3970.45
 
 Dodge & Cox InternationalDODFX6367.81 
EuroPacific GrowthAEPGX7787.74
 New World FundANWPX4834.76 
 Third Ave. International ValueTAVIX6788.47 
 Vanguard Inflation Protected Sec.VIPSX2906.37 
Vang. Special Health CareVGHCX4908.01
Cash  10.00
M

55,782.90

(Mom)
Capital Income Builder
CIBFX
10,070.78
 
 Capital World Bond FundCWBFX

8258.88

 Capital World Growth & IncomeCWGIX
4109.19
 
 
Europacific Growth Fund
AEPGX
4145.44
 
 New Perspective FundANWPX4079.27 
 New World FundNEWFX
4512.74
 
 Cash 20,606.60
Total funds

162,469.80

     
Cash savings
24,288.01
     
Total of funds and savings   186,757.81
Amount contributed as of 12/0717,000.00

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

 

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