Values on December 31, 2014
| Name | Holdings | Symbol | Current value | Total |
| D | 36,620.66 |
|||
| (Dad) | ||||
| Cash Placeholder (no interest earned) | 36,620.66 | |||
| E | 41,946.83 | |||
| (youngest) | Capital Income Builder Fund* | CAIBX | 17,964.98 |
|
| * | Income Fund of America* | AMECX | 18,946.23 | |
Vanguard
Inflation Protected Sec. |
5035.62 |
|||
| K | 57,463.96 | |||
| (oldest) | Capital Income Builder Fund | CAIBX | 11,231.90 |
|
| Capital World Growth & Income | CWGIX | 10,451.55 |
||
| EuroPacific Growth | AEPGX | 10,392.64 | ||
| New Perspective Fund | ANWPX | 8239.84 | ||
| New World Fund | NEWFX | 10,569.62 | ||
| Vanguard Inflation Protected Sec. | VIPSX | 3797.91 | ||
| Vang. Special Health Care | VGHCX | 1310.27 | ||
| Cash | 1470.23 | |||
| M | 60,285.49 |
|||
| (Mom) | ||||
| Cash Placeholder (no interest earned) | 60,285.49 | |||
| Total funds | 196,316.94 |
|||
| Cash savings | 33,113.66 | |||
| Total of funds and savings | 229,430.60 | |||
| Amount contributed as of 8/14 | 25,000.00 |
* Taking distributions in cash outside of family mutual funds.
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