Fortunato Pedro Benavides
2017Annual
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What was filed
21
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- State of Texas Judicu! Retirement System monthly benefits tor vear
- Southwest Airlines (flight attendant)
As filed
Chase Bank of TX, Austin TX, Related Ckg & Sav. Acct. — Interest
Principle Financial Group, Common Stock — Int/Div
Schwab/American Franchise Fund (VAFAX) See note , — Int/Div
Schwab/Global Core Equity Fund (AWSAX) See note , — Int/Div
401K-Vanguard Institutional Index Fund — Int/Div — Buy (add'l)
401K-Harbor Capital Appreciation Fund — Int/Div
401K-EuroPac Growth Fund-RS (RERFX) Y. See Note 2. — Int/Div — Sold
401K-Dodge&Cox Stock Fund — Int/Div
SW Airlines Profit Sharing Plan-Harbor Capital Appreciation — Int/Div
SW Airlines Profit Sharing Plan-EuroPac Gr. -Fund-RS(RERFX)Y see note 3 — Int/Div — Sold
SWAirlines Profit Sharing-Dodge& Cox Stock Fund — Int/Div
SWAirlines Profit Sharing-Vanguard Inst Index Fund, See note 3 — Int/Div — Buy (add'l)
Rovalty Interest, Starr County, TX — Rovalty
Univ, Fed. Credit Union, Austin, TX (money mrkt.acct) — Interest
RBFCU, Austin, TX, Related checking’ suvings/moneymarket accounts — Interest
Robert Brooks Fed. Credit Union, Austin, TX (CDs) — Interest
Schwab Inherited IRA-ExxonMobile Stock- X — Int/Div
Schwab Inherited IRA- Goldman Saks (GS) oX — Int/Div
Schwab Inherited IRA-Goldman Saks CD-X — Interest
Schwab Inherited brokerage account ExxonMobile-X — Int/Div
Southwest Airlmes (LUV) stock-X — None
Income — 27 — State of Texas Judicu! Retirement System monthly benefits tor vear — S67.200.00
Spouse's income — 2017 — Southwest Airlines (flight attendant)
Note 1:
On December 13, 2017, the asset manager of this asset was changed from Invesco to Charles Schwab und Company. No change in the value or number of shares
occurred
Note 2:
On March 31, 22.503 shares of Vanguard Institutional Index Fund were added in exchange for 98.287 shares of EuroPacific Growth Fund. There was no gain or
loss in this transaction. As a result ar the end of the year 2017, the asset described in item 7 of this report no longer existed, This exchange is designated as an
"additional buy" in item 5 of this report and & “sell” in item 7 of this report.
Note 3:
On March 31, thirteen shares of Vanguard Institutional Index Fund were added in exchange for 58.756 shares of EuroPacific Growth Fund. There was no gain or
loss in this transaction. As a result at the end of the year 2017, the asset described in item 10 of this report no longer existed. This exchange is designated as an
"additional buy" in item 12 of this report and a "sell" in item 10 of this report.
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.