Values on June 30, 2008
| Name | Holdings | Symbol | Current value | Total |
| D |
31,261.95 | |||
| (Dad) | Capital Income Builder | CIBFX |
6042.52 | |
| Capital World Bond Fund | CWBFX | 5875.86 | ||
| Capital World Growth & Income | CWGIX |
4868.57 | ||
| Dodge & Cox International | DODFX | 1061.54 | ||
|
Europacific
Growth Fund |
4901.37 | |||
| Growth Fund of America | AGHTX | 1614.03 | ||
| New World Fund | NEWFX |
5234.08 | ||
| SmallCap World Fund | SMCWX |
2263.98 | ||
| Cash | (600.00) | |||
| E | 31,789.08 | |||
| (youngest) |
Capital
Income Builder Fund |
4288.71 | ||
|
Capital
World Bond Fund |
4151.44 | |||
| Capital World Growth & Income | CWGIX | 4649.87 | ||
|
Europacific
Growth Fund |
4810.63 | |||
|
New Perspective
Fund |
4511.95 | |||
| New World Fund | NEWFX | 5916.80 | ||
|
Vanguard
Inflation Protected Sec. |
4008.98 | |||
| Cash** | (574.65) | |||
| K | 38,679.61 | |||
| (oldest) | Capital Income Builder Fund | CIBFX |
3329.83 | |
| Capital World Growth & Income | CWGIX |
3572.77 | ||
| Dodge & Cox International | DODFX | 5633.06 | ||
| EuroPacific Growth | AEPGX | 7000.85 | ||
| New World Fund | ANWPX | 4492.33 | ||
| Third Ave. International Value | TAVIX | 6513.16 | ||
| Vanguard Inflation Protected Sec. | VIPSX | 3056.42 | ||
| Vang. Special Health Care | VGHCX | 4453.65 | ||
| Cash | 627.54 | |||
| M |
54,140.55 | |||
| (Mom) |
Capital
Income Builder |
9713.88 | ||
| Capital World Bond Fund | CWBFX |
8946.96 | ||
| Capital World Growth & Income | CWGIX |
6605.59 | ||
|
Europacific
Growth Fund |
6641.84 | |||
| New Perspective Fund | ANWPX | 6626.04 | ||
| New World Fund | NEWFX |
7148.83 | ||
Third
Ave. International Value | 1098.52 | |||
| Cash | 7358.89 | |||
| Total funds |
155,871.19 | |||
| Cash savings | 25,283.58 | |||
| Total of funds and savings | 181,151.77 | |||
| Amount contributed as of 06/08 | 17,600.00 |
* If asterisk appears, temporarily lacks month end distribution or most recent monthly buy or accurate price quote.
** See Rule 10.
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