Values on November 30, 2008
| Name | Holdings | Symbol | Current value | Total |
| D |
21,473.73 | |||
| (Dad) | Capital Income Builder | CIBFX |
4377.99 | |
| Capital World Bond Fund | CWBFX | 5279.53 | ||
| Capital World Growth & Income | CWGIX |
3164.17 | ||
| Dodge & Cox International | DODFX | 601.56 | ||
|
Europacific
Growth Fund |
3017.13 | |||
| Growth Fund of America | AGHTX | 1037.52 | ||
| New World Fund | NEWFX |
2844.01 | ||
| SmallCap World Fund | SMCWX |
1251.82 | ||
| Cash** | (100.00) | |||
| E | 22,406.53 | |||
| (youngest) |
Capital
Income Builder Fund |
3107.23 | ||
|
Capital
World Bond Fund |
3730.10 | |||
| Capital World Growth & Income | CWGIX | 3022.05 | ||
|
Europacific
Growth Fund |
2961.28 | |||
|
New Perspective
Fund |
2926.12 | |||
| New World Fund | NEWFX | 3214.97 | ||
|
Vanguard
Inflation Protected Sec. |
3519.43 | |||
| Cash** | (74.65) | |||
| K | 25,558.71 | |||
| (oldest) | Capital Income Builder Fund | CIBFX |
3118.67 | |
| Capital World Growth & Income | CWGIX |
2958.43 | ||
| Dodge & Cox International | DODFX | 3192.21 | ||
| EuroPacific Growth | AEPGX | 2870.67 | ||
| New Perspective Fund | ANWPX | 641.19 | ||
| New World Fund | ANWPX | 2980.14 | ||
| Third Ave. International Value | TAVIX | 3991.94 | ||
| Vanguard Inflation Protected Sec. | VIPSX | 2683.19 | ||
| Vang. Special Health Care | VGHCX | 3192.41 | ||
| Cash** | (70.14) | |||
| M |
38,732.12 | |||
| (Mom) |
Capital
Income Builder |
7237.53 | ||
| Capital World Bond Fund | CWBFX |
8271.65 | ||
| Capital World Growth & Income | CWGIX |
5223.38 | ||
|
Europacific
Growth Fund |
4993.88 | |||
| New Perspective Fund | ANWPX | 5223.83 | ||
| New World Fund | NEWFX |
4716.16 | ||
|
Third Ave.
International Value |
673.29 | |||
| Cash | 2392.40 | |||
| Total funds |
108,171.09 | |||
| Cash savings | 26,041.00 | |||
| Total of funds and savings | 134,212.09 | |||
| Amount contributed as of 11/08 | 18,100.00 |
* If asterisk appears, temporarily lacks month end distribution or most recent monthly buy or accurate price quote.
** See Rule 10.
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