Values on May 30, 2008
| Name | Holdings | Symbol | Current value | Total |
| D |
33,146.83 | |||
| (Dad) | Capital Income Builder | CIBFX |
6386.54 | |
| Capital World Bond Fund | CWBFX | 5855.63 | ||
| Capital World Growth & Income | CWGIX |
4342.80 | ||
| Dodge & Cox International | DODFX | 1164.80 | ||
|
Europacific
Growth Fund |
4367.23 | |||
| Growth Fund of America | AGHTX | 1726.49 | ||
| New World Fund | NEWFX |
4692.61 | ||
| SmallCap World Fund | SMCWX |
2346.00 | ||
| Cash | 2264.73 | |||
| E | 33,501.01 | |||
| (youngest) |
Capital
Income Builder Fund |
4532.60 | ||
|
Capital
World Bond Fund |
4173.81 | |||
| Capital World Growth & Income | CWGIX | 5060.54 | ||
|
Europacific
Growth Fund |
5225.11 | |||
|
New Perspective
Fund |
4861.27 | |||
| New World Fund | NEWFX | 6388.17 | ||
|
Vanguard
Inflation Protected Sec. |
3934.16 | |||
| Cash** | (674.65) | |||
| K | 41,169.23 | |||
| (oldest) | Capital Income Builder Fund | CIBFX |
3519.40 | |
| Capital World Growth & Income | CWGIX |
3888.32 | ||
| Dodge & Cox International | DODFX | 6181.01 | ||
| EuroPacific Growth | AEPGX | 7604.03 | ||
| New World Fund | ANWPX | 4850.22 | ||
| Third Ave. International Value | TAVIX | 6962.35 | ||
| Vanguard Inflation Protected Sec. | VIPSX | 2999.37 | ||
| Vang. Special Health Care | VGHCX | 4639.07 | ||
| Cash | 525.46 | |||
| M |
56,696.57 | |||
| (Mom) |
Capital
Income Builder |
10,059.84 | ||
| Capital World Bond Fund | CWBFX |
8793.78 | ||
| Capital World Growth & Income | CWGIX |
6131.82 | ||
|
Europacific
Growth Fund |
6157.85 | |||
| New Perspective Fund | ANWPX | 6090.46 | ||
| New World Fund | NEWFX |
6668.08 | ||
Third
Ave. International Value | 1174.28 | |||
| Cash | 11,642.92 | |||
| Total funds |
164,513.64 | |||
| Cash savings | 25,136.61 | |||
| Total of funds and savings | 189,650.25 | |||
| Amount contributed as of 05/08 | 17,500.00 |
* If asterisk appears, temporarily lacks month end distribution or most recent monthly buy or accurate price quote.
** See Rule 10.
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