Values on April 30, 2009
| Name | Holdings | Symbol | Current value | Total |
| D |
23,426.89 | |||
| (Dad) | Capital Income Builder | CIBFX |
4431.73 | |
| Capital World Bond Fund | CWBFX | 5557.86 | ||
| Capital World Growth & Income | CWGIX |
4089.75 | ||
| Dodge & Cox International | DODFX | 1648.51 | ||
|
Europacific
Growth Fund |
4125.41 | |||
| New World Fund | NEWFX |
4120.27 | ||
| Vanguard International Explorer | VINEX | 240.99 | ||
| Cash | (787.63) | |||
| E | 24,474.21 | |||
| (youngest) |
Capital
Income Builder Fund |
3337.44 | ||
|
Capital
World Bond Fund |
4130.55 | |||
| Capital World Growth & Income | CWGIX | 3332.98 | ||
|
Europacific
Growth Fund |
3434.35 | |||
|
New Perspective
Fund |
3329.30 | |||
| New World Fund | NEWFX | 3883.78 | ||
|
Vanguard
Inflation Protected Sec. |
VIPSX |
3825.81 | ||
| Cash | (800.00) | |||
| K | 27,692.21 | |||
| (oldest) | Capital Income Builder Fund | CIBFX |
3157.12 | |
| Capital World Growth & Income | CWGIX |
3061.78 | ||
| Dodge & Cox International | DODFX | 3402.78 | ||
| EuroPacific Growth | AEPGX | 3130.40 | ||
| New Perspective Fund | ANWPX | 687.21 | ||
| New World Fund | ANWPX | 3410.89 | ||
| Third Ave. International Value | TAVIX | 4296.22 | ||
| Vanguard Inflation Protected Sec. | VIPSX | 2915.54 | ||
| Vang. Special Health Care | VGHCX | 3177.69 | ||
| Cash | 452.58 | |||
| M |
41,595.86 | |||
| (Mom) |
Capital
Income Builder |
7572.14 | ||
| Capital World Bond Fund | CWBFX |
8954.69 | ||
| Capital World Growth & Income | CWGIX |
5895.12 | ||
| Dodge & Cox International | DODFX | 726.85 | ||
|
Europacific
Growth Fund |
5956.07 | |||
| New Perspective Fund | ANWPX | 6104.84 | ||
| New World Fund | NEWFX |
5936.13 | ||
|
Third Ave.
International Value |
735.53 | |||
| Vanguard International Explorer | VINEX | 509.34 | ||
| Cash | (794.85) | |||
| Total funds |
117,189.17 | |||
| Cash savings | 26,703.06 | |||
| Total of funds and savings | 143,892.23 | |||
| Amount contributed as of 4/09 | 18,600.00 |
* If asterisk appears, temporarily lacks month end distribution or most recent monthly buy or accurate price quote.
** See Rule 10.
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