Values on January 31, 2005

Name Holdings Symbol Current value

Total

D

21,442.84

(Dad) Capital Income Builder CIBFX
1083.15
 
Capital World Bond Fund CWBFX 1066.32
Capital World Growth & Income CWGIX 5763.73
New World Fund NEWFX 5652.17
  Cash   7877.47  
E 20,472.46
(youngest)
Capital Income Builder Fund
CIBFX
822.59
 
 
Capital World Bond Fund
CWBFX
832.12
 
  Capital World Growth & Income CWGIX 834.45  
 
Europacific Growth Fund
AEPGX
835.18
 
 
New Perspective Fund
ANWPX
807.10
 
  New World Fund NEWFX 849.75  
 
Vanguard Inflation Protected Sec.
VIPSX
3315.74
 
  Cash   12,175.53  
K 26,116.14
(oldest) Dodge & Cox International DODFX 2590.36  
EuroPacific Growth AEPGX 1099.62
  T. Rowe Price Int'l Bond Fund RPIBX 2842.31
  Third Ave. International Value TAVIX 2627.69  
  Vanguard Inflation Protected Sec. VIPSX 1788.67  
Vang. Special Health Care VGHCX 2161.19
Cash   13,006.30
M

38,973.17

(Mom)
Capital Income Builder
CIBFX
5469.59
 
  Capital World Bond Fund CWBFX

5478.64

  Capital World Growth & Income
CWGIX
5763.73
 
EuroPacific Growth AEPGX 5733.78
New Perspective Fund ANWPX 5419.16
New World Fund NEWFX 5831.06
  Cash   5277.21
Total funds

107,004.71

         
Cash savings
18,062.10
         
Total of funds and savings       125,066.81
Amount contributed as of 01/05 13,500.00

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

 

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