# Fortunato Pedro Benavides

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/12487

## Record

- **Judge:** Fortunato Pedro Benavides
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 6

## Text

Chase Bank of TX, Austin TX, Related Ckg & Sav. Acct. — Interest
Principle Financial Group, Common Stock — Int/Div
Invesco American Franchise Fund (VAFAX). — Int/Div
Invesco Global Core Equity Fund (AWSAX). — Int/Div
401K-Vanguard Institutional Index Fund — Int/Div — Buy (add'l)
401K-Harbor Capital Appreciation Fund — Int/Div — Buy (add'l)
A01K-EuroPac Growth Fund-RS (RERFX) — Int/Div — Sold (part)
401K-Dodge&Cox Stock Fund — Int/Div — Buy (add'l)
SW Airlines Profit Sharing Plan-Harbor Capital Appreciation — Int/Div — Buy (add'l)
SW Airlines Profit Sharing Plan-EuroPac Gr, Fund-RS(RERFX) — Int/Div — Sold (part)
SWAirlines Profit Sharing-Dodge& Cox Stock Fund — Int/Div — Buy (add'l)
SWAirlines Profit Sharing- Vanguard Inst Index Fund — Int/Div — Buy (add'l)
Rovalty Interest, Starr County, TX — Rovalty
Univ, Fed. Credit Union, Austin, TX (money mrkt.acct) — Interest
Robert Brooks Fed. Credit Union, Austin, TX, Related checking & sav, — Interest
Robert Brooks Fed. Credit Union, Austin, TX (CDs) — Interest
Income — 2015 — State of Texas Judicu! Retirement System monthly benefits tor vear — S67.200.00
Spouse's income — 2015 — Southwest Airlines (flight attendant)
Items 5, 6, 7, and 8 on this year's report were all subject to a reorganization of my wife's 401K plan that occurred on March 11, 2015. On that date substantially all

of my wife's holdings in her 401K plan in EuroPac Growth Fund-RS (RERFX) "Item 7" were exchanged for additional shares in asset securities named in Items §,

6, and 8, The exchanges made in this reorganization did not result in any gain or Joss, Equal value of the additional shares acquired was received for the shares of

RERFX exchanged. The exchanges are shown as "buy (add'l)" on Items 5, 6, and 8, and a "sold (part)" in Item 7.

Items 9, 10, 11 and 12 on this year's report were all subject to a reorganization of my wife's profit sharing plan that occurred on March 11, 1015. On that date

substantially all of my wife's holdings in her profit sharing plan in EuroPac Gr. Fund-RS (RERFX) "Item 10" were exchanged for additional shares in asset

securites named in tems 9, 11, and 12, The exchanges made in this reorganization did not result in in any gain or loss. Equal value of the additional shares

acquired was received for the shares of RERFX exchanged, The exchanges are shown as "buy (add'l)” on Items 9, 11, and 12, and a "sold (part)” in Trem 10,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/12487. Public record. Not legal advice.