# Fortunato Pedro Benavides

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/13358

## Record

- **Judge:** Fortunato Pedro Benavides
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 7

## Text

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.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13358. Public record. Not legal advice.