Peter E. Ormsby

USAA Federal Savings Bank CD — Interest

USAA IRA — Int/Div

UIGRX USAA GROWTH FUND INSTITUTIONAL SHARES — Sold (part)

UISBX USAA SHORT-TERM BOND FUND INSTIT. SHARES — Buy (add'l)

UIINX USAA INCOME FUND INSTITUTIONAL SHARES — Buy (add'l)

UIHIX USAA HIGH INCOME FUND INSTITUTIONAL SHARES — Sold (part)

UMAFX

UIHIX

UIINX

UNTX

UIRRX

UISBX

UIGRX

UNISX

UNFX

UISCX

UIPMX

UIEMX

Liability — Chase Bank — Credit Card

Liability — USAA Federal Savings Banik — Credit Card

Liability — US Bank — Credit Card

Liability — Discover — Credit Card

Liability — Capital One — Credit Card

Liability — AAA Fmancial Services — Credit Card

1) Part VII, line 2: The USAA IRA is a managed investment, and 1 do not control or direct any of the transactions.

2) Part VII lines 3 - 6: These lines disclose all of the transactions for the USAA IRA that involved more than $1,000,

3) Part VII lines 7-18: These lines reflect the individual funds held in the USAA IRA with values exceeding $1,000 at year end