Values on March 31, 2013
| Name | Holdings | Symbol | Current value | Total |
| D | 34,920.66 |
|||
| (Dad) | ||||
| Cash Placeholder (no interest earned) | 34,920.66 | |||
| E | 40,743.14 | |||
| (youngest) | Vanguard
Inflation Protected Sec. |
5252.31 |
||
| Cash | 35,490.83 | |||
| K | 49,024.18 | |||
| (oldest) | Capital Income Builder Fund | CIBFX | 7543.33 |
|
| Capital World Growth & Income | CWGIX | 7569.43 |
||
| EuroPacific Growth | AEPGX | 7583.52 | ||
| New Perspective Fund | ANWPX | 5740.21 | ||
| New World Fund | ANWPX | 8134.58 | ||
| Vanguard Inflation Protected Sec. | VIPSX | 4002.47 | ||
| Vang. Special Health Care | VGHCX | 803.63 | ||
| Cash | 7647.01 | |||
| M | 58,585.49 |
|||
| (Mom) | ||||
| Cash Placeholder (no interest earned) | 58,585.49 | |||
| Total funds | 183,273.47 |
|||
| Cash savings | 31,413.66 | |||
| Total of funds and savings | 214,687.13 | |||
| Amount contributed as of 03/13 | 23,300.00 |
* If asterisk appears, lacks most recent distribution.
** See Rule 10.
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