Values on June 30, 2004

Name Holdings Symbol Current value

Total

D

18,902.73

Capital World Growth & Income CWGIX 5051.33
New World Fund NEWFX 3899.18
(Dad) Cash   9952.22  
E 19,232.17
 
Capital Income Builder Fund
CIBFX
376.72
 
 
Capital World Bond Fund
CWBFX
378.58
 
  Capital World Growth & Income CWGIX 375.25  
 
Europacific Growth Fund
AEPGX
380.47
 
 
New Perspective Fund
ANWPX
379.96
 
  New World Fund NEWFX 363.61  
 
Vanguard Inflation Protected Sec.
VIPSX
3117.48
 
(youngest) Cash   13,860.10  
K 24,653.49
EuroPacific Growth AEPGX 335.04
(oldest) T.Rowe Price Int'l Bond Fund RPIBX 2543.80
  Vanguard Inflation Protected Sec. VIPSX 1004.13  
Vang. Special Health Care VGHCX 1406.51
Cash   19,364.01
M

34,704.55

Capital World Growth & Income CWGIX

5051.33

EuroPacific Growth AEPGX 5083.47
Fundamental Investors ANCFX 5076.23
Growth Fund of America AGTHX 5109.52
New Perspective Fund ANWPX 5015.92
New World Fund NEWFX 4873.98
(Mom) Cash   4494.10
Total funds

97,492.94

         
Cash savings
17,205.96
         
Total of funds and savings       114,698.90
Amount contributed as of 06/04 12,800.00

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

 

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