Richard L. Jones

Robert Jones IRA carried by First Clearing Corp., custodian (H)

American Funds Balanced Fund (Mutual Fund) — Int/Div

Texas Teacher Retirement System (Texas Tech University) — Interest

Texas Saver (457 Program) (H)

LifePath Index 2020 Fund (Money Market Fund) (X) — None

Wells Fargo Market Rate Savings Account — Interest

Wells Fargo Market Rate Plus Savings Account — Interest

Wells Fargo Advantage Plus Checking Account — Interest

Wells Fargo IRA (Retirement Savings Certificates) — Interest — Sold

Prudential Alliance Acct (savings account) — Interest

LPL Financial (Beneficiary) IRA

Deposit Cash Account - NexBanc SSB (previously Bank of the Ozarks) — Interest

Mutual Funds

Blackrock High Yield Bond — Int/Div

American Century Equity — Int/Div

Blackrock Global — Int/Div

Calamos Market Neutral — Int/Div

Ishares L.S. Pid. Stock — Int/Div

Oakmark Equity & Income — Int/Div

Pimco Income — Int/Div

Virtus SEIX (previously Ridgeworth Seix Income ) — Int/Div

Templeton Global Bond — Int/Div — Sold

Oppenheiner Steelpath MLP — Int/Div — Buy

Washmgton Mutual — Int/Div — Buy

LPL Financial Account (H)

JP Morgan Muni Money Market — Interest

Equities

AT&T, Inc — Int/Div

Chevron Corp. — Int/Div

Embridge, Inc — Int/Div

Ventas. Inc — Int/Div

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

Mutual Funds

Western Asset Mumcipal Fund — Int/Div

AMCAP — Int/Div

American Century Equity Income — Int/Div

Blackrock Global Investor — Int/Div

Calamos Market Neutral — Int/Div

Capital Income Builder — Int/Div

Franklin High Yield — Int/Div

Pimco All Asset — Int/Div

Thomburg Strategic Mun. Income — Int/Div

Plains Capital Bank Account — Interest

Wells Fargo Account — Interest

Rent House #1 Lubbock, TX (1/2 interest) (S104.000- 100% int.) — Rent

Rent House #2 Lubbock, TX (1/2 interest) (SRO000- 100% nt) — Rent — Sold — Section VII

Swxckholder, Lubbock Country Club

Liability — Wachovia Education Finance (ACS Education Services) — Parent Plus Loan

Reimbursement — Federal Bar Association — 1272017 — Irving, Texas — Beneh/Bar Conference — Transportation and food

Reimbursement — State Bar of Texas — 2/172017 - 2192017 — San Amtomo, Texas — Judging Moot Court competition — Transportation, food, and howe!

Reimbursement — DFW Seminars, Inc — 10/22.2017 100232017 — Hurst, Texas — Chapter 3 Seminar — Transportation, food, and hotel

Spouse's income — 2017 — Texas Tech University - salary

Part VII. line 5: | failed to mclude this account in prior reports.

Part VII. line 9: The Wells Fargo IRA was transferred to the Robert Jones IRA, and its value is now reflected within the aggregate value of the American Funds

Balanced Fund. The Robert Jones IRA is managed by Wells Fargo Clearing Services, LLC.

Part VII. line 47: The rent house was sold to Benajmin Nugent; the seller was Estate of Rodney U. Goebel.