Alan D. Albright

ISHARES MSCIEAFE EIr — Int/Div

ISHARES CORE MSCI EAFE EIF — Int/Div

ISHARES CORE MSCI EMERGING MARKETS ETF — Int/Div — Sold (part)

SCHWAB US BROAD MKT ETF — Int/Div — Sold (part)

SPDR POR'1+OLIO S&P 400 Miv CAP ETF

VANGUARD TOTAL STOCK MKT EI? — Int/Div — Sold (part)

INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF — Int/Div — Sold (part)

ISHARES BROAD USD INVT GRADE CORPORATE BOND ETF — Int/Div — Sold (part)

SPDR PORTFOLIO LONG TERM TREAS ETF TREAS ETF — Int/Div

ISHARES US TREASURY BOND EFT — Sold

BRIDGEWAY AGGRESSIVE INVESTORS 1 — Int/Div

AR1ISAN GLOBAL OPPOR1UNILIES FUND ADVISOR SHARES — Sold (part)

1HE BOND FUND OF AMERICA CLASS F2 — Int/Div

COHEN & STEERS PREFERRED SECURITIES INCOME FUND CLASSI — Int/Div

DODGE & COX INTERNATIONAL FUND — Int/Div

EUROPACitiIC GROW1H FUND CLASS F2 — Int/Div

FEDERA1ED HERMES KAUFMANN SMALL-CAP FUND CLASS IS

FMWELI1Y ADVISOR TOTAL BOND FUND CLASS I — Int/Div

NEW WORLD FUND CLASS F-2 — Int/Div — Sold (part)

PIMCO TOTAL RETURN FUND CLASS I2 — Int/Div

PIMCO INCOME FUND CLASS I-2

PRIMECAP ODYSSEY GROW 1H FUND — Int/Div

VANGUARD Rett INDEX FUND ADMIRAL SHARES — Int/Div — Sold (part)

VANGUARD EQU11 Y INCOME FUND ADMIRAL SHARES — Int/Div

VANGUARD BALANCED INDEX FUND ADMIRAL SHARES — Int/Div

VANGUARD SHORT-TERM INVEST- MENT-GRADE FUND ADMIRAL SHARES — Int/Div — Sold (part)

VANGUARD LARGE CAP INDEX FUND ADMIRAL SHARES — Int/Div

VANGUARD Miv-CAP INDEX FUND ADMIRAL SHARES — Int/Div — Sold (part)

ISHARES INC MSCI GLOBAL MINIMUM VOL FACTOR ETF — Int/Div

ISHARES ‘1k MSCI USA MINIMUM VOLATILITY FACTOR ETF — Int/Div

INVESCO OPPENHEIMER MARKETS FUND CLASS Y — Sold

FIDELI1Y ADVISOR NEW FUND CLASSI — Sold

FUNDAMENTAL INVESTOR 2 — Sold

1Hrt OAKMARK IN1ERNAT INVESTOR CLASS — Sold

LOOMIS SAYLES BOND F U11ONAL CLASS — Sold

MFS INIEKNA‘LIONAL NE Y FUND CLASSI — Sold

METROPOLITAN WEST TO BOND FUND CLASS I — Sold

TROWE PRICE EMERGIN BOND — Sold

VAN ECK CONSTAN! MAT ODILY INDEX FUND CL Y — Sold

VANGUARD EQUI! yY INCO MIKAL SHARES — Sold

VANGUARD INFLA'1ION P UND ADMIRAL SHARES — Sold

VANGUARD SMALL-CAP I ADMIRAL SHARES — Sold

AMERICAN MUTUAL FUND CLASS A — Int/Div — Sold (part)

EUROPACIFIC GROWTH FUND CLASS A — Int/Div — Sold (part)

tHE GROW1H FUND OF AMERICA CLASS A — Int/Div — Sold (part)

LIMri&D‘1ERM TAX EXEMPT BOND FUND OF AMERICA CLASS A.

tHENEW ECONOMY FUND CLASS A — Int/Div — (part)

VANGUARD MID-CAP INDEX FUND ADMIRAL SHARES

VANGUARD SMALL-CAP INDEX FUND ADMIRAL SHARES — Int/Div

NEW PERSPECILIVE FUND — Sold

WASHINGTON MU1UAL IN ND CLASS A — Sold

UBS BANK USA DEP ACC! (CASH)

UBS BANK USA DEP ACCT (CASH)

NM FDIC INSURED DEPOSIT PROGRM (CASH) — Int

NM FDIC INSURED DEPOSIT PROGRM (CASH) — Int

NM FDIC INSURED DEPOSIT PROGRM (CASH) — Int

NM FDIC INSURED DEPOSIT PROGRM (CASH) — Int

NM¥DIC INSURED DEPOSI! PROGRM (CASH) — Int

Member, Waco Inn of Court

Member, Texas Bar Foundation

Member, American College of Tnal Lawyers

Member, Austin IP Inn of Court

Member, American Board of Tnal Attorneys

Spouse's income — 2020 — Ascension Hea t1 Ministry