Values on October 10, 2008
| Name | Holdings | Symbol | Current value | Total |
| D |
22,340.01 | |||
| (Dad) | Capital Income Builder | CIBFX |
4483.69 | |
| Capital World Bond Fund | CWBFX | 5341.89 | ||
| Capital World Growth & Income | CWGIX |
3243.59 | ||
| Dodge & Cox International | DODFX | 643.55 | ||
|
Europacific
Growth Fund |
3168.26 | |||
| Growth Fund of America | AGHTX | 1081.28 | ||
| New World Fund | NEWFX |
3137.80 | ||
| SmallCap World Fund | SMCWX |
1439.95 | ||
| Cash** | (200.00) | |||
| E | 23,285.07 | |||
| (youngest) |
Capital
Income Builder Fund |
3182.25 | ||
|
Capital
World Bond Fund |
3774.15 | |||
| Capital World Growth & Income | CWGIX | 3097.90 | ||
|
Europacific
Growth Fund |
3109.61 | |||
|
New Perspective
Fund |
3043.05 | |||
| New World Fund | NEWFX | 3547.08 | ||
|
Vanguard
Inflation Protected Sec. |
3705.68 | |||
| Cash** | (174.65) | |||
| K | 26,694.48 | |||
| (oldest) | Capital Income Builder Fund | CIBFX |
3193.97 | |
| Capital World Growth & Income | CWGIX |
3032.68 | ||
| Dodge & Cox International | DODFX | 3414.98 | ||
| EuroPacific Growth | AEPGX | 3014.46 | ||
| New Perspective Fund | ANWPX | 666.82 | ||
| New World Fund | ANWPX | 3287.98 | ||
| Third Ave. International Value | TAVIX | 4354.18 | ||
| Vanguard Inflation Protected Sec. | VIPSX | 2825.19 | ||
| Vang. Special Health Care | VGHCX | 3074.36 | ||
| Cash** | (170.14) | |||
| M |
40,046.77 | |||
| (Mom) |
Capital
Income Builder |
7363.10 | ||
| Capital World Bond Fund | CWBFX |
8317.68 | ||
| Capital World Growth & Income | CWGIX |
5111.00 | ||
|
Europacific
Growth Fund |
4996.61 | |||
| New Perspective Fund | ANWPX | 5190.48 | ||
| New World Fund | NEWFX |
4946.57 | ||
|
Third Ave.
International Value |
734.39 | |||
| Cash | 3384.94 | |||
| Total funds |
112,366.33 | |||
| Cash savings | 25,827.31 | |||
| Total of funds and savings | 138,193.64 | |||
| 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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