Values on June 30, 2005

Name Holdings Symbol Current value

Total

D

22,408.79

(Dad) Capital Income Builder CIBFX
1743.73
 
Capital World Bond Fund CWBFX 1676.42
Capital World Growth & Income CWGIX 5872.23
 
Europacific Growth Fund
AEPGX
626.87  
New World Fund NEWFX 6036.59
  Cash   6452.95  
E 21,168.88
(youngest)
Capital Income Builder Fund
CIBFX
1319.82
 
 
Capital World Bond Fund
CWBFX
1302.10
 
  Capital World Growth & Income CWGIX 1324.83  
 
Europacific Growth Fund
AEPGX
1326.47
 
 
New Perspective Fund
ANWPX
1286.31
 
  New World Fund NEWFX 1370.39  
 
Vanguard Inflation Protected Sec.
VIPSX
3400.24
 
  Cash   9,838.72  
K 27,026.70
(oldest) Capital Income Builder Fund CIBFX
956.99
 
  Capital World Growth & Income CWGIX
958.83
 
  Dodge & Cox International DODFX 2645.53  
EuroPacific Growth AEPGX 2560.06
  New World Fund ANWPX 965.66  
  T. R. Price Emerg.Mkt. Bond PREMX 2650.77  
  T. Rowe Price Int'l Bond Fund RPIBX 2723.49
  Third Ave. International Value TAVIX 2759.15  
  Vanguard Inflation Protected Sec. VIPSX 2342.92  
Vang. Special Health Care VGHCX 2851.92
Cash   5611.38
M

40,125.28

(Mom)
Capital Income Builder
CIBFX
5842.75
 
  Capital World Bond Fund CWBFX

5671.64

  Capital World Growth & Income
CWGIX
6124.69
 
EuroPacific Growth AEPGX 6101.98
New Perspective Fund ANWPX 5706.17
New World Fund NEWFX 6350.02
  Cash   4328.03
Total funds

110,729.65

         
Cash savings
18,760.02
         
Total of funds and savings       129,489.67
Amount contributed as of 06/05 14,000.00

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

 

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