Sam A. Crow
2011
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As filed
The value code of the USAA Investment Management Tax Exempt Money Market Fund should have been coded as M not J on the Amended Report dated
06/23/2011. Funds from the USAA Investment Management Tax Exempt Money Market Fund were withdrawn and rolled over into the USAA Short Term Bond
Fund and USAA CD's on 01/05/2011 and listed as assets for the year 2010 on the Original Report dated 05/04/2011. The report was amended because those assets
should not have been listed on the 2010 Report, however, the code for the USA A Investment Management Tax Exempt Money Market Fund was not corrected on
the Amended Report.
The listing of Capital City Bank (account) was first listed on my amended report for the Calendar Year 2000 which was prepared by my accountant. The "name"
of the bank was reported in error. The name of the bank should have been listed as The Fidelity Bank & Trust Co.
The funds for the newly listed assets, USAA Short Term Bond Fund and USAA CD's, were withdrawn from the USAA Investment Management Tax Exempt
Money Market Fund and rolled over into these 2 accounts.
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.