Values on April 29, 2005

Name Holdings Symbol Current value

Total

D

21,700.77

(Dad) Capital Income Builder CIBFX
1447.86
 
Capital World Bond Fund CWBFX 1440.03
Capital World Growth & Income CWGIX 5721.37
 
Europacific Growth Fund
AEPGX
362.23  
New World Fund NEWFX 5757.48
  Cash   6971.80  
E 20,769.44
(youngest)
Capital Income Builder Fund
CIBFX
1097.03
 
 
Capital World Bond Fund
CWBFX
1120.29
 
  Capital World Growth & Income CWGIX 1103.84  
 
Europacific Growth Fund
AEPGX
1106.34
 
 
New Perspective Fund
ANWPX
1064.80
 
  New World Fund NEWFX 1121.38  
 
Vanguard Inflation Protected Sec.
VIPSX
3365.25
 
  Cash   10,790.51  
K 26,684.24
(oldest) Dodge & Cox International DODFX 2569.99  
EuroPacific Growth AEPGX 1373.52
  T. R. Price Emerg.Mkt. Bond PREMX 2505.42  
  T. Rowe Price Int'l Bond Fund RPIBX 2835.73
  Third Ave. International Value TAVIX 2711.09  
  Vanguard Inflation Protected Sec. VIPSX 2120.37  
Vang. Special Health Care VGHCX 2595.12
Cash   9973.00
M

39,039.97

(Mom)
Capital Income Builder
CIBFX
5582.70
 
  Capital World Bond Fund CWBFX

5620.75

  Capital World Growth & Income
CWGIX
5867.77
 
EuroPacific Growth AEPGX 5849.48
New Perspective Fund ANWPX 5453.78
New World Fund NEWFX 5957.56
  Cash   4705.93
Total funds

108,194.42

         
Cash savings
18,471.64
         
Total of funds and savings       126,666.06
Amount contributed as of 04/05 13,800.00

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

 

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