THUR 04/30/26

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• Did cursory research into FORD+Bergner

• Revisited minutes from the previous days meeting with TOMMY trust ATTY, considering special handling of liquid assets at TOD and how to disperse among siblings. Main qualifier being the single sibling who has been “in the wind” for 30 years and whether the wiser course would be to have all four siblings financial assets immediately funneled into a trust with explicit conditions set around the single, life long addict sibling in regards to how said sibling can access funds at any given time and for any given purpose.

• Created google contacts on JOEL/TOMMY google contacts for the two primary ATTY’s working on his TRUST. Also created contacts in JOEL/TOMMY  contacts for the ATTY’s respective assistants so that TOMMY can find them easily in his phone contacts moving forward

• Received Kingdom storage invoice

• Received JOEL/HTIRE workstation replacement cable which had failed; treated contacts and routed new cable connections

• Follow up with TOMMY trust ATTY thanking them for time and adding a few procedural notes that TOMMY is still considering among the two primary options put forth at the discovery meeting

WED 04/29/26

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• TOMMY verbal request for DYN PRDCT invoice for pricing information; scanned and messaged requested invoice to TOMMY for pricing

• Printed all previously forwarded documents that were sent to TOMMY trust ATTY for hard copy reference if necessary during trust ATTY meeting

• Created folders for each DEED/WILL document sent to TRUST ATTY

• 2 hour meeting with TOMMY trust ATTY at ATTY  office downtown; took notes recorded approved audio of entire meeting

TUE 04/28/26

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• Received two forwarded McGee invoices via JADA; sent confirmation of receiving to JADA and printed invoices for paying in Quickbooks

• Email conversation with TOMMY trust attorney confirming Wednesday 2:30 pm discovery meeting at ATTY office downtown houston

• Scanned and sent two new PDF invoices to CLYLE at TGS (new work w/ PO applied)

• Received TOMMY, mother’s Last Will/Testament from ACCT who purchased a copy from the Harris County Clerks office. Sent PDF copies of document to trust attorney in advance of TOMMY wed 2:30pm meeting with ATTY.

MON 04/27/26

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• At shop from 9am to 1030am covering for TOMMY out on appointment

• Emailed single new work invoice to CLYLE at TGS

• Emailed TOMMY ACCT re: search for any existing legal estate work TOMMY has done in past

• Hand off of new TOMMY safe deposit box keys from TOMMY to JOEL at shop with TOMMY request to “leave on his desk.”

• Phone call from TOMMY saying he needed more of the yellow sticky notes; left three stacks of notes out on his desk along with dated/signed note alongside his new safe deposit box key

• Verbal confirm with TOMMY that attorney meeting for wednesday is on AFAIK

SAT 04/25/26

• In Bay City, surfing/working remote

FRI 04/24/26

• In Bay City, surfing/working remote

THUR 04/23/26

• In Bay City, surfing/working remote

WED 04/22/26

• At JOEL office by 930am

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• Received email from Jacintoport for latest statement. Generated pdf statement and sent to accounts payable department at Jacintoport

• Photographed and listed JOEL spare laptop motherboard for sale on eBay

Tue 04/21/26

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• Receieved CHAPARRL payment from CORPAY and paid two open invoices.

• Logged on to HTIRE SQUARE CC portal. Paid two CHAPARRL invoices and filed payment receipt on Htire cloud server; printed hard copy for TOMMY review/shred

• Verbal conv with TOMMY re: incoming new Discover card and THURS meeting with attorney

• Discovered missing JOEL DL and applied for replacement via TX.GOV

• Emailed J ALT w/ FiDELITY requesting status of TOMMY recent positions investment and whether that instrument would eventually be visible form his main FIDELITY portal page along side other positions?

• 
  

MON 04/20/26

• JOEL still with friend in Bay city. Handled small morning items via laptop and set up at friends house.

• Received TOMMY CapONE SPARK card statement

• Logged on to SPARK CAPONE and paid outstanding balance via HTIRE WF CHKIHNG.

• Back at JOEL office for brief work and document pickup

• Returned to BJ’s place by 4pm

FRI 04/16/26

• Early  commute from B’s to TOMMY’s to catch up on any new/waiting QB work.

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• Received Mar sales tax summary from HTIRE ACCT; file digital PDF on cloud server

• JOEL travel back to B’s to gather gear in advance of staying in Bay City/Matagorda through Monday morning

• In Bay City by 6pm

THUR 04/16/26

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• Received Mar sales tax summary from HTIRE ACCT; file digital PDF on cloud server

• Received payment check from GRTWSTRN; inputted as paid in Quickbooks and saved digital PDF of check to HTIRE cloud server. Filed hard copy of payment check and invoice in TOMMY office file cabinet.

• Received replacent/warranty keyboard for JOEL office and several other JOEL personal bath items via AMZ shipment

WED 04/15/26: ACTIVITY LOG

• Received confirmation email from E.S. at CAP BANK that amended TOMMY stock certificates woud be going in mail today; noted tracking number for monitoring shipmment

• Received email from Intuit about broken bank connection; has happened many times in past month; forwarded to ACCT for clarification if there was/is something we could do on our end to stop the constant break/fix routine of past two months

• Per ACCT email request, sent TOMMY CORP FIDELITY statements for MAR/FEB 2026 to ACCT

• At JOEL BAY CITY friends house and surfing for entire day; back in Houston by 7pm to get new work from JOEL personal residence and otherwise discuss any other personal/professional new matters with TOMMY while spending evening

TUE 04/14/26: ACTIVITY LOG

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposits

• Emailed new work invoices to CLYLE at TGS

• Per TOMMY request, forwarded an email from his personal inbox to his ACCT

• Weed eat, cut and blow off front back yards

• Forwarded TOMMY VISTA BLANCO documents to ACCT

• Email exchange with PAULA at SASOL re: request for replacing rear lawnmower tire; called TOMMY and left PAULA phone number for him to follow up

• Received payment/ACH information fo EXTFAB outstanding HTIRE invoice; printed payment information and marked for payment in Quickbooks

MON 04/13/26: ACTIVITY LOG

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposits

• Logged on to GEXA household account and paid current balance due; noted that this is first month (April) that we have exceeded the 1000kwh mark which is necessary to obtaining $100 credit towards each months bill. I specifically worked over the previous month to ensure we were over 1000kwh and reported usage for past month is at 1130kwh, thus invoking the credit that was part of the package appeal when first signing up. Further research against previous months balances paid and exactly how the > 1000kwh credit assisted with this most recent bill

• TOMMY voice call requesting pricing information for two different clients

• Forwarded requested pricing information to TOMMY

• Did JOEL personal tax return for year 2025

• Forward two TOMMY/HTIRE tax related documents as PDF attachments to TOMMY/HTIRE ACCT

FRI 04/10/26: ACTIVITY LOG

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposits

• At shop from 8am to 2pm covering for TOMMY out of town

• Received reply from TOMMY trust ATTY confirming Thursday 04/23/26 in-person meeting at ATTY office

THUR 04/09/26: ACTIVITY LOG

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposits

• Phone call with JEN FIDELITY rep re: TOMMY annuity progress

• Email to TOMMY trust ATTORNEY re: updates on necessary documents and arranging date for sit down

• Updated firmware on TOMMY/JOEL personal Epson workstation printers

• Phone call to Rusk County clerks office requesting information re: process of obtaining current certified copies of complete deed history associated with Henderson property

• Reviewed and electronically signed FIDELITY annuity checklist and confirmation documents; printed FIDELITY Agreement/Consent Electronic Consent documents and archived on cloud server

• Drafted letter to Rusk Count Clerks Office requesting certified copies of the complete deed history related to TOMMY Henderson property

• Researched completed deed history related to Henderson property via Rusk County records search, printed complete reference deed history to be mailed with certification copy request to Rusk County Clerks office via USPS mail.

• Phone call from TOMMY req I put deposit booklet in mailbox for him to pick up so he can make an on the fly deposit; took deposit booklet to mailbox per request

• Emailed TOMMY TRUST ATTY confirming sit down meeting date

• Researched further Henderson property information, found three of the MANY most pertinent uncertified documents and printed for ATTY review

• Scanned lates Rusk County property tax appraisal letter for ATTY review

• Compiled all researched Rusk County property information and other documents specifically requested by TOMMY attorney and forwarded to Attorney