Values on February 28, 2005

Name Holdings Symbol Current value

Total

D

22,128.87

(Dad) Capital Income Builder CIBFX
1225.00
 
Capital World Bond Fund CWBFX 1197.92
Capital World Growth & Income CWGIX 5968.65
New World Fund NEWFX 6122.47
  Cash   7614.83  
E 20,712.83
(youngest)
Capital Income Builder Fund
CIBFX
929.22
 
 
Capital World Bond Fund
CWBFX
933.49
 
  Capital World Growth & Income CWGIX 961.18  
 
Europacific Growth Fund
AEPGX
964.65
 
 
New Perspective Fund
ANWPX
929.23
 
  New World Fund NEWFX 999.82  
 
Vanguard Inflation Protected Sec.
VIPSX
3299.91
 
  Cash   11,695.33  
K 26,643.22
(oldest) Dodge & Cox International DODFX 2734.65  
EuroPacific Growth AEPGX 1239.99
  T. R. Price Emerg.Mkt. Bond* PREMX 2535.24  
  T. Rowe Price Int'l Bond Fund* RPIBX 2847.57
  Third Ave. International Value TAVIX 2754.91  
  Vanguard Inflation Protected Sec. VIPSX 1879.81  
Vang. Special Health Care VGHCX 2324.03
Cash*   10,327.02
M

40,143.39

(Mom)
Capital Income Builder
CIBFX
5596.54
 
  Capital World Bond Fund CWBFX

5559.25

  Capital World Growth & Income
CWGIX
6020.43
 
EuroPacific Growth AEPGX 6007.24
New Perspective Fund ANWPX 5641.46
New World Fund NEWFX 6232.57
  Cash   5085.90
Total funds

109,628.31

         
Cash savings
18,194.24
         
Total of funds and savings       127,822.55
Amount contributed as of 02/05 13,600.00

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

 

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