Values on March 31, 2014
| Name | Holdings | Symbol | Current value | Total |
| D | 36,120.66 |
|||
| (Dad) | ||||
| Cash Placeholder (no interest earned) | 36,120.66 | |||
| E | 41,637.25 | |||
| (youngest) | Vanguard
Inflation Protected Sec. |
4946.42 |
||
| Cash | 36,690.83 | |||
| K | 56,526.30 | |||
| (oldest) | Capital Income Builder Fund | CIBFX | 10,739.63 |
|
| Capital World Growth & Income | CWGIX | 10,213.23 |
||
| EuroPacific Growth | AEPGX | 10,741.92 | ||
| New Perspective Fund | ANWPX | 8011.45 | ||
| New World Fund | ANWPX | 11,025.07 | ||
| Vanguard Inflation Protected Sec. | VIPSX | 3730.62 | ||
| Vang. Special Health Care | VGHCX | 1094.15 | ||
| Cash | 970.23 | |||
| M | 59,785.49 |
|||
| (Mom) | ||||
| Cash Placeholder (no interest earned) | 59,785.49 | |||
| Total funds | 194,069.70 |
|||
| Cash savings | 32,613.66 | |||
| Total of funds and savings | 226,683.36 | |||
| Amount contributed as of 3/14 | 24,500.00 |
* If asterisk appears, lacks most recent distribution.
** See Rule 10.
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