Values on October 27, 2008
| Name | Holdings | Symbol | Current value | Total |
| D |
20,070.79 | |||
| (Dad) | Capital Income Builder | CIBFX |
4153.64 | |
| Capital World Bond Fund | CWBFX | 5169.67 | ||
| Capital World Growth & Income | CWGIX |
2871.33 | ||
| Dodge & Cox International | DODFX | 546.81 | ||
|
Europacific
Growth Fund |
2728.82 | |||
| Growth Fund of America | AGHTX | 991.22 | ||
| New World Fund | NEWFX |
2590.98 | ||
| SmallCap World Fund | SMCWX |
1218.32 | ||
| Cash** | (200.00) | |||
| E | 21,057.23 | |||
| (youngest) |
Capital
Income Builder Fund |
2948.01 | ||
|
Capital
World Bond Fund |
3652.47 | |||
| Capital World Growth & Income | CWGIX | 2742.36 | ||
|
Europacific
Growth Fund |
2678.30 | |||
|
New Perspective
Fund |
2730.26 | |||
| New World Fund | NEWFX | 2928.94 | ||
|
Vanguard
Inflation Protected Sec. |
3551.54 | |||
| Cash** | (174.65) | |||
| K | 23,817.10 | |||
| (oldest) | Capital Income Builder Fund | CIBFX |
2958.86 | |
| Capital World Growth & Income | CWGIX |
2684.63 | ||
| Dodge & Cox International | DODFX | 2901.63 | ||
| EuroPacific Growth | AEPGX | 2596.35 | ||
| New Perspective Fund | ANWPX | 598.28 | ||
| New World Fund | ANWPX | 2714.99 | ||
| Third Ave. International Value | TAVIX | 3770.97 | ||
| Vanguard Inflation Protected Sec. | VIPSX | 2707.68 | ||
| Vang. Special Health Care | VGHCX | 3053.85 | ||
| Cash** | (170.14) | |||
| M |
36,462.73 | |||
| (Mom) |
Capital
Income Builder |
6821.10 | ||
| Capital World Bond Fund | CWBFX |
8049.51 | ||
| Capital World Growth & Income | CWGIX |
4524.43 | ||
|
Europacific
Growth Fund |
4303.57 | |||
| New Perspective Fund | ANWPX | 4656.97 | ||
| New World Fund | NEWFX |
4086.19 | ||
|
Third Ave.
International Value |
636.02 | |||
| Cash | 3384.94 | |||
| Total funds |
101,407.85 | |||
| Cash savings | 25,827.31 | |||
| Total of funds and savings | 127,235.16 | |||
| Amount contributed as of 10/08 | 18,000.00 |
* If asterisk appears, temporarily lacks month end distribution or most recent monthly buy or accurate price quote.
** See Rule 10.
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