Values on January 31, 2009
| Name | Holdings | Symbol | Current value | Total |
| D |
21,309.72 | |||
| (Dad) | Capital Income Builder | CIBFX |
4294.84 | |
| Capital World Bond Fund | CWBFX | 5467.05 | ||
| Capital World Growth & Income | CWGIX |
3740.73 | ||
| Dodge & Cox International | DODFX | 1409.23 | ||
|
Europacific
Growth Fund |
3703.00 | |||
| New World Fund | NEWFX |
3571.55 | ||
| Vanguard International Explorer | VINEX | 210.95 | ||
| Cash | (1087.63) | |||
| E | 22,572.76 | |||
| (youngest) |
Capital
Income Builder Fund |
3048.38 | ||
|
Capital
World Bond Fund |
3862.55 | |||
| Capital World Growth & Income | CWGIX | 2860.74 | ||
|
Europacific
Growth Fund |
2898.56 | |||
|
New Perspective
Fund |
2842.06 | |||
| New World Fund | NEWFX | 3189.63 | ||
|
Vanguard
Inflation Protected Sec. |
VIPSX |
3739.03 | ||
| Cash | 131.81 | |||
| K | 25,417.56 | |||
| (oldest) | Capital Income Builder Fund | CIBFX |
3059.58 | |
| Capital World Growth & Income | CWGIX |
2800.50 | ||
| Dodge & Cox International | DODFX | 2908.88 | ||
| EuroPacific Growth | AEPGX | 2809.87 | ||
| New Perspective Fund | ANWPX | 622.79 | ||
| New World Fund | ANWPX | 2956.64 | ||
| Third Ave. International Value | TAVIX | 3901.38 | ||
| Vanguard Inflation Protected Sec. | VIPSX | 2850.61 | ||
| Vang. Special Health Care | VGHCX | 3354.73 | ||
| Cash | 152.58 | |||
| M |
38,203.29 | |||
| (Mom) |
Capital
Income Builder |
7338.24 | ||
| Capital World Bond Fund | CWBFX |
8808.39 | ||
| Capital World Growth & Income | CWGIX |
5392.06 | ||
| Dodge & Cox International | DODFX | 621.35 | ||
|
Europacific
Growth Fund |
5346.21 | |||
| New Perspective Fund | ANWPX | 5532.51 | ||
| New World Fund | NEWFX |
5145.58 | ||
|
Third Ave.
International Value |
667.93 | |||
| Vanguard International Explorer | VINEX | 445.87 | ||
| Cash | (1094.85) | |||
| Total funds |
107,503.33 | |||
| Cash savings | 26,337.53 | |||
| Total of funds and savings | 133,840.86 | |||
| Amount contributed as of 1/09 | 18,300.00 |
* If asterisk appears, temporarily lacks month end distribution or most recent monthly buy or accurate price quote.
** See Rule 10.
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