Values on March 31, 2005

Name Holdings Symbol Current value

Total

D

21,778.93

(Dad) Capital Income Builder CIBFX
1330.43
 
Capital World Bond Fund CWBFX 1298.93
Capital World Growth & Income CWGIX 5840.71
 
Europacific Growth Fund
AEPGX
243.64  
New World Fund NEWFX 5834.42
  Cash   7230.80  
E 20,645.13
(youngest)
Capital Income Builder Fund
CIBFX
1008.42
 
 
Capital World Bond Fund
CWBFX
1011.33
 
  Capital World Growth & Income CWGIX 1032.25  
 
Europacific Growth Fund
AEPGX
1031.43
 
 
New Perspective Fund
ANWPX
997.04
 
  New World Fund NEWFX 1042.41  
 
Vanguard Inflation Protected Sec.
VIPSX
3304.41
 
  Cash   11,217.84  
K 26,485.33
(oldest) Dodge & Cox International DODFX 2647.23  
EuroPacific Growth AEPGX 1303.85
  T. R. Price Emerg.Mkt. Bond PREMX 2469.16  
  T. Rowe Price Int'l Bond Fund RPIBX 2793.27
  Third Ave. International Value TAVIX 2728.05  
  Vanguard Inflation Protected Sec. VIPSX 1982.37  
Vang. Special Health Care VGHCX 2410.37
Cash   10,151.03
M

39,340.11

(Mom)
Capital Income Builder
CIBFX
5561.88
 
  Capital World Bond Fund CWBFX

5507.91

  Capital World Growth & Income
CWGIX
5940.16
 
EuroPacific Growth AEPGX 5903.07
New Perspective Fund ANWPX 5544.10
New World Fund NEWFX 5987.17
  Cash   4895.82
Total funds

108,249.50

         
Cash savings
18,332.13
         
Total of funds and savings       126,581.63
Amount contributed as of 03/05 13,700.00

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

 

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