Peter E. Ormsby

USAA IRA — Int/Div

USAA Federal Savings Bank CD — Interest

UIGRX USAA GROWTH FUND INSTITUTIONAL SHARES — Sold (part)

USAXX USAA MONEY MARKET — Buy (add'l)

USAXX

UIEMX

UIGRX

UlISX

UINIFX

UMAFX

UIRRX

UISCX

UIHIX

UIINX

UNTX

UISBX

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 - 4: These lines disclose all of the transactions for the USAA IRA that involved more than $1,000,

3) Part VII lines 5-16: These lines reflect the individual funds held in the USAA IRA with values exceeding $1,000 at year end