Peter E. Ormsby

USAA Federal Savings Bank CD — Interest

USAA IRA — Int/Div

IRA Disbursement — Sold (part)

LUSSBX USAA Short Term Bond — Sold (part)

USIBX LUSAA Intermediate Term Bond — Sold (part)

USAIX USAA Income — Sold (part)

USAIX USAA Income — Buy

USISX USAA Income Stock — Buy

USIBX USAA Intermediate Term Bond — Buy

USAGX USAA Precious Metals & Minerals — Buy

USSBX USAA Short Term Bond — Buy

USOAX USAA Small Cap Stock — Buy

USAUX USAA Aggressive Growth — Sold (part)

UMAFX USAA Managed Alocation — Sold (part)

USPRX USAA S&P 500 Index Reward — Sold (part)

UVALX USAA Value — Sold (part)

USAIX USAA Income — Sold (part)

LUSSBX USAA Short Term Bond — Sold (part)

UMAFX

UIHIX

UIINX

Unrx

UIRRX

UISBX

UIGRX

UlISX

UIIFX

UISCX

UIPMX

UIEMX

Liability — Bank of America — Credit Card

Liability — Chase Bank — Credit Card

Liability — Dell Financial Services — Computer Finance

Liability — USAA Federal Savings Bank — Credit Card

Liability — Capital One — Credit Card

Liability — LSBank — Credit Card

Liability — Discover — Credit Card

Liability — HSBC — Credit Card

Liability — AAA Fmancual Services — Credit Card

1) Part VII, line 2: The USAA IRA is a managed investment, and | do not control or direct any of the transactions. (In fact, | had not looked at any specific

transaction until preparing this disclosure.)

2) Part VII Tines 3 - 18: These lines disclose all of the transactions for the USAA IRA that involved more than $1,000,

3) Part VII line 3: This line reflects a distribution/withdrawal that 1 took from the USAA TRA for

college expenses.

4) Part VII lines 4 - 6: These lines reflect transactions by the USAA IRA manager, presumably to cover the distribution/withdrawal disclosed in line 3; lines 7 - 18

reflect other transactions by the USAA IRA manager.

5) Part VII lines 19-30: These lines reflect the individual funds held in the USAA IRA with values exceeding $1,000 at year end