Elizabeth S. Chestney

2019

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What was filed

  • 52

    investments

  • 2

    positions

  • 1

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Federal Bar Association, San Antonio Chapter
  • William Sessions Inn of Court
  • Duke University
  • Duke University Law School

As filed

INDIVIDUAL ASSETS (H)

WELLS FARGO (cash) — Interest

RENTAL PROPERTY #1, BEXAR COUNTY, TX (X) — Rent

IRA #1 (H)

FIDELITY GOVERNMENT CASH RESERVES (cash eq.) (Y)

FIDELITY 500 INDEX FUND (FXAIX) — Int/Div — Buy

FIDELITY FOUR IN ONE INDEX (FENOX) — Int/Div

IRA # (H)

AMERICAN FUNDS, GROWTH PORTFOLIO-A (GWPAX) — Int/Div

IRA #3 (H)

AMERICAN FUNDS, EUROPACIFIC GROWTH FUND-A (AEPGX) — Int/Div

AMERICAN FUNDS, GROWTH FUND OF AMERICA-A (AGTHX) — Int/Div

AMERICAN FUNDS, INCOME FUND OF AMERICA-A (AMECX) — Int/Div

AMERICAN FUNDS, SMALLCAP WORLD FUND-A (SMCWX) — Int/Div

IRA #1 (H)

rIDELI1Y 500 INDEX FUND (r XAIX) x — Int/Div

rIDEL11Y NASDAQ COMPOSIIE INDEX (FNCMX) XO) — Int/Div

IRA #5 (H)

FIDELITY 500 INDEX FUND (FXAIX) x — Int/Div

IRA #6 (H)

FIDELI1Y NASDAQ COMPOSI IE INDEX (FNCMX) XX) — Int/Div

VANGUARD 500 INDEX ADMIRAL (VFIAX) XO) — Int/Div

INVESCO QQQ TR UNIT SER 1 (QQQ) x — Int/Div

IRA #7 (H)

FIDELI1Y GOVERNMENT MONEY MARKET (SPAXX) (CASH XO (Y)

FIDELITY 500 INDEX FUND ( XAIX) xX — Int/Div — Sold

IRA #8(H)

Cr11ZENS BANK (CASH) XO — Interest

HSBC BANK (CASH) X) (Y)

IRA #9 (H)

FIDELITY GOVT MONEY MARKET (SPAXX) (cash eq.) X) (Y)

BROKERAGE ACCOUNI1 #1 (H)

FIFTH THIRD BANK (CASH) — Interest — Open

BROKERAGE ACCOUNT # (H)

FIFTH THIRD BANK INSURED DEPOSIT (CASH) — Interest — Open

BROKERAGE ACCOUNT #3 (H)

FIDELITY GOVT CASH RESERVES (FDRXX) (X) — Interest

FIDELITY 500 INDEX FUND (FXAIX) (X) — Int/Div

BROKERAGE #1 (H)

AMERICAN FUNDS, GROWTH PORTFOLIO A (GWPAX) — None — Redeemed

COLLEGEAMERICA #1 (H)

AMERICAN FUNDS, CAPITAL INCOME BUILDER-529A (CIRAX) — Int/Div

AMERICAN FUNDS, GROWTH FUND OF AMERICA-529A (CGFAX) — Int/Div

AMERICAN FUNDS, SMALLCAP WORLD FUND-529A (CSPAX) — Int/Div

COLLEGEAMERICA # (H)

AMERICAN FUNDS, CAPITAL INCOME BUILDER-529A (CIRAX) — Int/Div

AMERICAN FUNDS, GROWTH FUND OF AMERICA-529A (CGFAX) — Int/Div

AMERICAN FUNDS, SMALLCAP WORLD FUND-529A (CSPAX) — Int/Div

EDUCATIONAL SAVINGS PLAN #1 (H)

VANGUARD TOTAL STOCK MARKET INDEX (X) — Int/Div

UTMA #1 (H)

FIDELITY NASDAQ COMPOSITE INDEX (FNCMX) (X) — Int/Div

Executive Board Member, Federal Bar Association, San Antonio Chapter

Team Leader, William Sessions Inn of Court

Gift — Duke University — Scholarship - Master of udicial Studies — $22,400.00

Reimbursement — Duke University Law School — May 19- une 14, 2019 — Durham, NC — Master of “udicial Studies — Transportation, meals, lodging

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

Parts IV and V: Continuation of 2018 program.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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