Values on December 31, 2013
| Name | Holdings | Symbol | Current value | Total |
| D | 35,820.66 |
|||
| (Dad) | ||||
| Cash Placeholder (no interest earned) | 35,820.66 | |||
| E | 41,240.58 | |||
| (youngest) | Vanguard
Inflation Protected Sec. |
4850.02 |
||
| Cash | 36,390.83 | |||
| K | 55,554.23 | |||
| (oldest) | Capital Income Builder Fund | CIBFX | 10,534.67 |
|
| Capital World Growth & Income | CWGIX | 10,048.35 |
||
| EuroPacific Growth | AEPGX | 10,676.65 | ||
| New Perspective Fund | ANWPX | 7990.18 | ||
| New World Fund | ANWPX | 10,970.92 | ||
| Vanguard Inflation Protected Sec. | VIPSX | 3657.92 | ||
| Vang. Special Health Care | VGHCX | 1005.31 | ||
| Cash | 670.23 | |||
| M | 59,485.49 |
|||
| (Mom) | ||||
| Cash Placeholder (no interest earned) | 59,485.49 | |||
| Total funds | 192,100.96 |
|||
| Cash savings | 32,313.66 | |||
| Total of funds and savings | 224,414.62 | |||
| Amount contributed as of 12/13 | 24,200.00 |
* If asterisk appears, lacks most recent distribution.
** See Rule 10.
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