Values on February 29, 2008
| Name | Holdings | Symbol | Current value | Total |
| D |
31,623.21 | |||
| (Dad) | Capital Income Builder | CIBFX |
6120.40 | |
| Capital World Bond Fund | CWBFX | 5919.18 | ||
| Capital World Growth & Income | CWGIX |
3363.02 | ||
| Dodge & Cox International | DODFX | 1088.40 | ||
|
Europacific
Growth Fund |
3397.30 | |||
| Growth Fund of America | AGHTX | 983.59 | ||
| New World Fund | NEWFX |
3695.50 | ||
| SmallCap World Fund | SMCWX |
1363.76 | ||
| Cash | 5692.06 | |||
| E | 32,016.22 | |||
| (youngest) |
Capital
Income Builder Fund |
4344.11 | ||
|
Capital
World Bond Fund |
4182.08 | |||
| Capital World Growth & Income | CWGIX | 4790.96 | ||
|
Europacific
Growth Fund |
4964.22 | |||
|
New Perspective
Fund |
4634.73 | |||
| New World Fund | NEWFX | 6063.56 | ||
|
Vanguard
Inflation Protected Sec. |
4011.21 | |||
| Cash** | (974.65) | |||
| K | 39,089.70 | |||
| (oldest) | Capital Income Builder Fund | CIBFX |
3372.47 | |
| Capital World Growth & Income | CWGIX |
3681.19 | ||
| Dodge & Cox International | DODFX | 5775.58 | ||
| EuroPacific Growth | AEPGX | 7224.37 | ||
| New World Fund | ANWPX | 4603.76 | ||
| Third Ave. International Value | TAVIX | 6799.34 | ||
| Vanguard Inflation Protected Sec. | VIPSX | 3058.11 | ||
| Vang. Special Health Care | VGHCX | 4657.00 | ||
| Cash | 217.88 | |||
| M |
54,607.55 | |||
| (Mom) |
Capital
Income Builder |
9492.16 | ||
| Capital World Bond Fund | CWBFX |
8662.08 | ||
| Capital World Growth & Income | CWGIX |
4547.18 | ||
|
Europacific
Growth Fund |
4588.24 | |||
| New Perspective Fund | ANWPX | 4548.29 | ||
| New World Fund | NEWFX |
5053.00 | ||
Third
Ave. International Value | 1146.79 | |||
| Cash | 16,569.81 | |||
| Total funds |
157,336.68 | |||
| Cash savings | 24,663.78 | |||
| Total of funds and savings | 182,000.46 | |||
| Amount contributed as of 02/08 | 17,200.00 |
* If asterisk appears, temporarily lacks month end distribution or most recent monthly buy or accurate price quote.
** See Rule 10.
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