Peter E. Ormsby

UVALX

USCAX

USHYX

USAIX

USIBX

UUSSBX

USAUX

USAAX

USISX

USPRX

USAA Federal Savings Bank CD — Interest

USAA IRA — Int/Div

IRA Disbursement — Sold (part)

USAA Short Term Bond — Sold (part)

USAA Intermediate Term Bond — Sold (part)

USAA Income fund — Sold (part)

UMAFX

USRRX

USAGX

USEMX

USIFX

Liability — Bank of America — Credit Card

Liability — Chase Bank — Credit Card

Liability — Dell Financial Services — Computer Finance

Liability — USAA Federal Savings Bank — Credit Card

Liability — Capital One — Credit Card

Liability — LSBank — Credit Card

Liability — Discover — Credit Card

Liability — HSBC — Credit Card

Liability — AAA Fmancual Services — Credit Card

1) Part VII, line 2: As noted in last year's report, the 401K Retirement Account noted in prior years was closed last year and rolled over into the USAA IRA

reported in Part VII, line 2, this year. The USAA IRA is a managed investment, and | do not control or direct any of the transactions,

2) Part VII Tines 3 - 6: These lines disclose all of the transactions for the USAA IRA that involved more than $1,000

3) Part VII line 3: This line reflects a distribution/withdrawal that 1 took from the USAA TRA for college expenses

4) Part VII lines 4 - 6: These lines reflect transactions by the USAA IRA manager, presumably to cover the distribution/withdrawal disclosed in line 3

5) Part VII lines 7 - 21: These lines reflect the individual funds held in the USAA IRA with values exceeding $1,000 at year end