Richard L. Jones

Robert Jones IRA carried by Wells Fargo Clearing Serv., custodian (H)

American FDS Global Balanced Market Fund and cash — Dividend

Texas Teacher Retirement System (Texas Tech University) — Interest

Texas Saver (457 Program) (H)

LifePath Index 2020 Fund (Money Market Fund) — None

Wells Fargo Market Rate Savings Account — Interest

Wells Fargo Market Rate Plus Savings Account — Interest

Wells Fargo Advantage Plus Checking Account — Interest

Estate (H)

Prudential Alliance Acct (savings account) — Interest

LPL Financial (Beneficiary) IRA

Deposit Cash Account (Insured) - Goldman Sachs Bank USA, et. al — Interest

Mutual Funds

Blackrock High Yield Bond — Dividend

American Century Equity — Dividend

Blackrock Global — Dividend

Calamos Market Neutral — Dividend

Ishares U.S. Pfd. Stock — Dividend

Victory Shares U.S. Equity — None

Pimco Income — Dividend

Pimco All Asset (X) — Dividend

Virtus SEIX — Dividend — Sold

Oppenheiner Steelpath MLP — Dividend

Washington Mutual — Dividend

LPL Financial Account (H)

JP Morgan Muni Money Market Fund — Interest

Equities

AT&T, Inc. — Dividend

Chevron Corp. — Dividend

Enbridge, Inc. — Dividend

Ventas, Inc. — Dividend

Goldman Sachs Group, Inc. (corporate bonds) — Interest

Mutual Funds

Western Asset Municipal Fund — Dividend

AMCAP — Dividend

American Century Equity Income — Dividend

Blackrock Global Investor — Dividend — Sold

Pimco All Asset — Dividend — Sold

T Rowe Price — Dividend — Buy

Calamos Market Neutral — Dividend

Capital Income Builder — Dividend

Franklin High Yield — Dividend

Thornburg Strategic Mun. Income — Dividend

Plains Capital Bank Account — Interest

Wells Fargo Account — Interest

Rent House Lubbock, TX (1/2 interest) ($104,000-100% int.) — Rent

Stockholder, Lubbock Country Club

Reimbursement — Federal Bar Association — 1/11/2019 — Irving, Texas — Bench/Bar Conference — Transportation

Reimbursement — State Bar of Texas — 4/17/2019 - 4/19/2019 — Austin, Texas — Bench/Bar Conference — Transportation and lodging

Spouse's income — 2019 — Texas Tech University - salary

Part VII. line 1: Wells Fargo Clearing Services is defined as Wells Fargo Advisors on reports I receive on the status of the IRA. I do not know the nature of First

Clearing Corp.'s affiliation, if any, with Wells Fargo Clearing Services. But the IRA has always been managed by Wells Fargo Advisors.

Part VII. line 12: This asset was previously with JPMorgan Money Market Fund.

Part VII line 21: The Pimco All Asset was inadvertently omitted from last year's report.