Values on August 31, 2005

Name Holdings Symbol Current value

Total

D

23,464.52

(Dad) Capital Income Builder CIBFX
2026.21
 
Capital World Bond Fund CWBFX 1954.69
Capital World Growth & Income CWGIX 6202.82
 
Europacific Growth Fund
AEPGX
940.61  
New World Fund NEWFX 6405.16
  Cash   5935.03  
E 21,780.31
(youngest)
Capital Income Builder Fund
CIBFX
1532.93
 
 
Capital World Bond Fund
CWBFX
1517.25
 
  Capital World Growth & Income CWGIX 1593.96  
 
Europacific Growth Fund
AEPGX
1629.37
 
 
New Perspective Fund
ANWPX
1565.05
 
  New World Fund NEWFX 1648.38  
 
Vanguard Inflation Protected Sec.
VIPSX
3405.64
 
  Cash   8,887.73  
K 28,144.39
(oldest) Capital Income Builder Fund CIBFX
973.53
 
  Capital World Growth & Income CWGIX
1012.81
 
  Dodge & Cox International DODFX 2811.03  
EuroPacific Growth AEPGX 2961.69
  New World Fund ANWPX 1024.61  
  T. R. Price Emerg.Mkt. Bond PREMX 2689.20  
  T. Rowe Price Int'l Bond Fund RPIBX 2754.87
  Third Ave. International Value TAVIX 2914.63  
  Vanguard Inflation Protected Sec. VIPSX 2549.81  
Vang. Special Health Care VGHCX 3210.62
Cash   5241.59
M

42,133.26

(Mom)
Capital Income Builder
CIBFX
6044.68
 
  Capital World Bond Fund CWBFX

5855.31

  Capital World Growth & Income
CWGIX
6573.20
 
EuroPacific Growth AEPGX 6690.23
New Perspective Fund ANWPX 6178.20
New World Fund NEWFX 6841.31
  Cash   3950.33
Total funds

115,552.48

         
Cash savings
19,060.68
         
Total of funds and savings       134,583.16
Amount contributed as of 08/05 14,200.00

* If asterisk appears, temporarily lacks month end distribution or most recent monthly buy or accurate price quote. 

 

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