Fortunato Pedro Benavides

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 — Sold

Schwab/Global Core Equity Fund (AWSAX) See note , — Int/Div — Sold

401K-Vanguard Institutional Index Fund — Int/Div

401K-Harbor Capital Appreciation Fund — Int/Div

401K-Dodge&Cox Stock Fund — Int/Div

SW Airlines Profit Sharing Plan-Harbor Capital Appreciation — Int/Div

SWAirlines Profit Sharing-Dodge& Cox Stock Fund — Int/Div

SWAirlines Profit Sharing-Vanguard Inst Index Fund — Int/Div

Royalty Interest, Starr County, TX — Rovalty

Univ. Fed. Credit Union, Austin, TX {money mrktacct) — Interest

RBFCU, Austin, TX, Related checking sivings'moneymirket accounts — Interest

Robert Brooks Fed. Credit Union, Austin, TX (CDs) — Interest

Schwab Inherited IRA-ExxonMobile Stock — Int/Div

Schwab Inherited IRA- Goldman Saks (GS) — Int/Div — Sold (part)

Schwab Inherited IRA-Goldman Saks CD — Interest

Schwab Inherited IRA brokerage account ExxonMobile — Int/Div

Southwest Airlines (LUV) stock Schwaby ROTH IRA — None

Schwab/ROTH IRA Waste Mgmt (WM) — Int/Div — Buy

Schwab/ROTH IRA Coca Cola (KO) — Int/Div — Buy

Schwab/ROTH IRA NFLX — None — Buy

Income — 2018 — State of Texas Judicu! Retirement System monthly benefits tor vear — S67.200.00

Spouse's income — 2018 — Southwest Airlines (flight attendant)

Note 1:

Items listed in Part VII, numbers 3 and 4 were both securities in my [Jill] ROTH IRA account previously managed by Invesco. In 2017, the equities in her ROTH

IRA were transferred for management by Charles Schwab, and as reflected in this report, were sold on March 28, 2018, The proceeds were used to purchase on

the same date equities for the ROTH IRA account which are listed as new items in this report in Part VII, items number 20, 21, and 22.