Values on March 31, 2008
| Name | Holdings | Symbol | Current value | Total |
| D |
31,576.18 | |||
| (Dad) | Capital Income Builder | CIBFX |
6104.03 | |
| Capital World Bond Fund | CWBFX | 5945.18 | ||
| Capital World Growth & Income | CWGIX |
3862.10 | ||
| Dodge & Cox International | DODFX | 1070.66 | ||
|
Europacific
Growth Fund |
3886.15 | |||
| Growth Fund of America | AGHTX | 1478.92 | ||
| New World Fund | NEWFX |
4076.88 | ||
| SmallCap World Fund | SMCWX |
2099.59 | ||
| Cash | 3052.67 | |||
| E | 31,864.60 | |||
| (youngest) |
Capital
Income Builder Fund |
4332.10 | ||
|
Capital
World Bond Fund |
4237.64 | |||
| Capital World Growth & Income | CWGIX | 4769.50 | ||
|
Europacific
Growth Fund |
4926.35 | |||
|
New Perspective
Fund |
4596.73 | |||
| New World Fund | NEWFX | 5862.16 | ||
|
Vanguard
Inflation Protected Sec. |
4014.77 | |||
| Cash** | (874.65) | |||
| K | 38,855.02 | |||
| (oldest) | Capital Income Builder Fund | CIBFX |
3363.72 | |
| Capital World Growth & Income | CWGIX |
3664.70 | ||
| Dodge & Cox International | DODFX | 5681.49 | ||
| EuroPacific Growth | AEPGX | 7169.25 | ||
| New World Fund | ANWPX | 4450.85 | ||
| Third Ave. International Value | TAVIX | 6828.32 | ||
| Vanguard Inflation Protected Sec. | VIPSX | 3060.82 | ||
| Vang. Special Health Care | VGHCX | 4414.99 | ||
| Cash | 320.87 | |||
| M |
54,601.88 | |||
| (Mom) |
Capital
Income Builder |
9516.29 | ||
| Capital World Bond Fund | CWBFX |
8758.34 | ||
| Capital World Growth & Income | CWGIX |
5289.86 | ||
|
Europacific
Growth Fund |
5316.10 | |||
| New Perspective Fund | ANWPX | 5268.06 | ||
| New World Fund | NEWFX |
5630.98 | ||
Third
Ave. International Value | 1151.68 | |||
| Cash | 13,501.06 | |||
| Total funds |
156,897.68 | |||
| Cash savings | 24,832.61 | |||
| Total of funds and savings | 181,730.29 | |||
| Amount contributed as of 03/08 | 17,300.00 |
* If asterisk appears, temporarily lacks month end distribution or most recent monthly buy or accurate price quote.
** See Rule 10.
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