# Malcolm Jones Howard

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/29857

## Record

- **Judge:** Malcolm Jones Howard
- **Year:** 2019
- **Pages:** 6

## Text

Victory Capital - IRA #2 (H) (See Note in Part VIII)
USAA Precious Metals & Minerals Fund — Dividend — Sold (part)
Victory Capital - IRA #3 (H) (See Note in Part VIII)
USAA Precious Metals & Minerals Fund — Dividend — Sold (part)
Jackson National Life Ins Co - whole life policy #1 — Interest
Jackson National Life Ins Co - whole life policy #2 — Interest
6.8 acres undeveloped land, Wilkes Cnty, NC (assessed value $40,100) — None
First Citizens Bank (deposit accounts) — Interest
USAA Subscriber Account (premium refund acct) — None
Union Bank (deposit account) — Interest
5.6 acres undeveloped land, Beaufort Cnty, NC (assessed value $93,024) — None
Part VII, Lines 1 & 3 - On July 1, 2019, Victory Capital Management, Inc. became the investment advisor of USAA Mutual Funds. On July 25, 2019, Charles
Schwab & Co. purchased USAA's Investment Management Company. These accounts are being reported under the name Victory Capital as that is the name that
appears on the custodial statements. Previously, they were reported under the name USAA Investment Management Company. The names of the mutual funds
held in each IRA account have not changed as of December 31, 2019.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29857. Public record. Not legal advice.