Values on April 30, 2008
| Name | Holdings | Symbol | Current value | Total |
| D |
32,589.12 | |||
| (Dad) | Capital Income Builder | CIBFX |
6286.02 | |
| Capital World Bond Fund | CWBFX | 5896.07 | ||
| Capital World Growth & Income | CWGIX |
4034.60 | ||
| Dodge & Cox International | DODFX | 1151.50 | ||
|
Europacific
Growth Fund |
4053.78 | |||
| Growth Fund of America | AGHTX | 1554.44 | ||
| New World Fund | NEWFX |
4281.75 | ||
| SmallCap World Fund | SMCWX |
2171.41 | ||
| Cash | 3159.55 | |||
| E | 32,867.65 | |||
| (youngest) |
Capital
Income Builder Fund |
4461.26 | ||
|
Capital
World Bond Fund |
4202.63 | |||
| Capital World Growth & Income | CWGIX | 4982.54 | ||
|
Europacific
Growth Fund |
5138.85 | |||
|
New Perspective
Fund |
4769.19 | |||
| New World Fund | NEWFX | 6156.77 | ||
|
Vanguard
Inflation Protected Sec. |
3931.06 | |||
| Cash** | (774.65) | |||
| K | 40,437.45 | |||
| (oldest) | Capital Income Builder Fund | CIBFX |
3464.01 | |
| Capital World Growth & Income | CWGIX |
3828.39 | ||
| Dodge & Cox International | DODFX | 6110.44 | ||
| EuroPacific Growth | AEPGX | 7478.50 | ||
| New World Fund | ANWPX | 4674.53 | ||
| Third Ave. International Value | TAVIX | 6965.97 | ||
| Vanguard Inflation Protected Sec. | VIPSX | 2997.01 | ||
| Vang. Special Health Care | VGHCX | 4495.33 | ||
| Cash | 423.27 | |||
| M |
55,949.58 | |||
| (Mom) |
Capital
Income Builder |
9851.50 | ||
| Capital World Bond Fund | CWBFX |
8804.52 | ||
| Capital World Growth & Income | CWGIX |
5787.31 | ||
|
Europacific
Growth Fund |
5806.19 | |||
| New Perspective Fund | ANWPX | 5725.10 | ||
| New World Fund | NEWFX |
6176.54 | ||
Third
Ave. International Value | 1174.90 | |||
| Cash | 12,623.52 | |||
| Total funds |
161,843.80 | |||
| Cash savings | 24,985.50 | |||
| Total of funds and savings | 186,829.30 | |||
| Amount contributed as of 04/08 | 17,400.00 |
* If asterisk appears, temporarily lacks month end distribution or most recent monthly buy or accurate price quote.
** See Rule 10.
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