Elizabeth Ann Copeland

USAA Federal Savings Bank--Cash Accounts — Interest

USAA 529 Plan #1 (H)

USAA Age Based Option: Agressive Growth Portfolio — Int/Div

USAA Age-Based Option: Very Conservative Portfolio — Int/Div — Redeemed

USAA Age-Based Option: In College Portfolio — Int/Div — Buy

401K #1 (H)

American Funds Trg Date 2030 R6 (RFETX) — Int/Div

Delaware Small Cap Fund Instl (DEVIX) — Int/Div — Sold

Goldman Sachs Growth Opp I (GGOIX) — Int/Div — Sold

Dodge & Cox International Stock Fd (DODFX) — Int/Div — Sold

IRA #1 (H)

Morgan Stanley Cash A ccount — Interest

Coca Cola Co. (KO) — Int/Div

Wilhelmina Intl (WHLM) (Y)

American New Perspective A (ANWPX) — Int/Div

IRA # (H)

American Funds American Balanced Fund A (ABALX) — Int/Div

American Funds Euro Pacific Growth Fund A (AEPGX) — Int/Div

American Funds Fundamental Investors A (ANCFX) — Int/Div

American Funds The Growth Fund of America A (AGTHX) — Int/Div

American Funds Washington Mutual Investors Fund A (AWSHX) — Int/Div

IRA #3 (H)

American Funds The Income Fund of America A (AMECX) — Int/Div

American Funds SMALLCAP World Fund A (SMCWX) — Int/Div

IRA #4 Administered by Wells Fargo Advisors (H)

Investco American Franchise Class C (VAFCX) — Int/Div — Sold

Investco American Franchise Class A (VAFAX) — Int/Div — Buy

Brokerage Account #1 (H)

American Funds The Bond Fund of AmericaA (ABNDX) — Int/Div

American Funds Capital World Growth and Income Fund A (CWGIX) — Int/Div

American Funds The Growth Fund of America A (AGTHX) — Int/Div

American Funds The New Economy Fund A (ANEFX) — Int/Div — Buy (add'l)

American Funds SMALLCAP World FundA (SMCWX) — Int/Div

American Funds Washington Mutual Investors Fund A (AWSHX) — Int/Div

Mony Life Insurance Whole Life Case Surrender Value — Int/Div

Mony Flexible Premium Variable Life (H)

Mony EQ Mid Cap Value Managed Vol — None

Mony EQ PIMCO Ultra Short Bond Fund — None

Mony VIP Contrafund Fund — None

Mony AXA LgCap Grow Managed Vol — None

401K# (H)

T Rowe Price Retirement 2030 (TRRCX)0 — None — Buy (add'l)

T Rowe Price Retirement 2030 (TRRCX)0 — Buy (add'l)

T Rowe Price Retirement 2030 (TRRCX)0 — Buy (add'l)

T Rowe Price Retirement 2030 (TRRCX)0 — Buy (add'l)

T Rowe Price Retirement 2030 (TRRCX)0 — Buy (add'l)

T Rowe Price Retirement 2030 (TRRCX)0 — Buy (add'l)

T Rowe Price Retirement 2030 (TRRCX)0 — Buy (add'l)

T Rowe Price Retirement 2030 (TRRCX)0 — Buy (add'l)

T Rowe Price Retirement 2030 (TRRCX)0 — Buy (add'l)

T Rowe Price Retirement 2030 (TRRCX)0 — Buy (add'l)

T Rowe Price Retirement 2030 (TRRCX)0 — Buy (add'l)

T Rowe Price Retirement 2030 (TRRCX)0 — Buy (add'l)

T Rowe Price Retirement 2030 (TRRCX)0 — Buy (add'l)

T Rowe Price Retirement 2030 (TRRCX)0 — Buy (add'l)

Coverdell Putnam Education Savings Accounts (H)

Putnam Global Equity Fund A (PEQUX) (X) — Int/Div — Buy

Putnam Multicap Core Fund A (PMY AX) — Int/Div

USAA 529 Plan # (H)

USAA Age Based Option: Aggressive Growth Portfolio 529 Plan — Int/Div

USAA Age Based Option: Conservative Portfolio 529 Plan — Int/Div — Sold

USAA Age Based Option: Very Conservative 529 Plan (X) — Int/Div — Buy

Investment #1 (H)

USAA Money Market (USAXX) — Int/Div

I Shares Core S&P Total US Stock Market (ITOT) — Int/Div

I Shares Core US Aggregate Bond ETF (AGG) — Int/Div

I Shares TR Core Total MSCI Total (IXUS) — Int/Div

Investment #2 (H)

USAA Treasury Money Market (UATXX) — Int/Div

USAA Comerstone Aggressive FD Retail (UCAGX) — Int/Div

Investment #3 (H)

USAA Money Market (USAXX) — Int/Div

I Shares Core S&P Total US Stock Market ETF (ITOT) — Int/Div — Buy (add'l)

I Shares Core S&P Total US Stock Market ETF (ITOT) — Buy (add'l)

I Shares Core US Aggregate Bond ETF (AGG) — Int/Div — Buy (add'l)

I Shares Core US Aggregate Bond ETF (AGG) — Buy (add'l)

I Shares Core US Aggregate Bond ETF (AGG) — Buy (add'l)

I Shares TR Core Total MSCI Total (IXUS) — Int/Div — Buy (add'l)

Suntrust Bank-Cash Accounts — None

Estate #1 -- executrix & beneficiary (H) (X)

Real Estate, San Antonio, TX, Bexar County (X) — None

USAA Cash Account - beneficial interest (X) — Distribution

50% int. in V Development, LLC-rental real est. in Rockport, TX (X) — Rent

Wells Fargo Bank NA Cash Account -- 2019 inheritance (X) — Interest

Capital Group 529 Plan #3 American Funds US Gov't Money Mkt (AAFXX) — Int/Div — Sold (part)

Capital Group 529 Plan #3 American Funds US Gov't Money Mkt (AAFXX) — Sold (part)

Capital Group 529 Plan #4 (H)

American Funds US Gov't Money Mkt (AAFXX) — Int/Div — Buy (add'l)

American Funds SMALLCAP World Fund -529-A (CSPAX) — None — Sold (part)

American Funds Fundamental Investors (CFNAX) — Int/Div — Sold (part)

American Funds The Growth Fund of America - 529-A (CGFAX) — Int/Div — Sold (part)

American Funds Capital World Growth & Income Fund (CWIAX) — Int/Div — Sold (part)

American Funds The Income Fund of America (CIMAX) — Int/Div — Sold (part)

Large Section Representative to the Board, State Bar of Texas (no reportable assets)

Executrix, Estate #1 (Estate created upon the 2019 death of )

Trustee, Trust #1 (Trust created in Will of who passed away in 2019) (no reportable assets)

Trustee, Trust #2 (Trust created in Will of who passed away in 2019) (no reportable assets)

Agreement — 2018 — Strasburger & Price, LLP, payment of partner capital account balance and distrubutions for legal services rendered prior to taking the bench

Agreement — 2012 — Clark Hill PLC 401k Salary Deferral Plan (formerly Strasburger & Price, L.L.P. 401k Retirement Savings Plan, former law firm); administered by “ohn Hancock

Reimbursement — State Bar of Texas — 1/16/19 - 1/18/19 — Austin, TX — Board Meeting — Transportation, lodging, meals

Reimbursement — State Bar of Texas — 4/25/19 - 4/26/19 — Georgetown, TX — Board Meeting — Transportation, lodging, meals

Reimbursement — Tax Alliance Conference — 6/5/19 — Plano, TX — Tax CPE/CLE (speaker) — Transportation, lodging, meals, program fees

Reimbursement — State Bar of Texas — 6/12/19 - 6/13/19 — Austin, TX — Board Meeting/ CLE (speaker) — Transportation, lodging, meals, annual meeting fee

Reimbursement — State Bar of Texas — 7/25/19 - 7/27/19 — Houston, TX — Bar Leaders Program — Transportation, lodging, meals

Reimbursement — State Bar of Texas — 9/19/19 - 9/20/19 — Corpus Christi, TX — Board Meeting — Transportation, lodging, meals

Reimbursement — Central Texas Enrolled Agents — 11/5/19 — Austin, TX — Tax CE (speaker) — Transportation, meals

Reimbursement — ABA — 12/11/19 - 12/13/19 — Las Vegas, NV — Tax CLE (speaker) — Transportation, lodging, meals, program fees

Income — 2019 — Strasburger & Price, L.L.P. (Per withdrawal agreement, distributions of partnership income related to legal services prior to taking the bench) — $17,231.00

Spouse's income — 2019 — Harland Clarke Corp. Salary

Part I and Part VII: Although I am the trustee of Trust #1 and Trust #2, I receive no income from the trusts nor do I have a beneficial interest in the principal or

income from the trusts. Therefore, there are no reportable assets for Trust #1 nor Trust #2.

Part VII, Line 87: The Wells Fargo Cash account added in 2019 was a small pay-on-death account that was inherited upon the death of a

Part VII, Lines 83-86: Estate #1 is the result of the death of a

in 2019. Tam the executrix of Estate #1 and a one-fifth beneficiary of that estate. I

receive no compensation for my role as executrix. My proportionate beneficial interest in the assets of that estate are listed in Part VII. Household belonging of

the estate were sold in 2019 and deposited into Estate #1's USAA account. The income reported from such sale is my proportionate interest in the sale proceeds

from those assets. Only my proportionate share of the value of real estate and V Development, LLC are listed. Only my proportionate share of V Development,

LLC's income is listed and it is estimated as V Development LLC's tax return is on extention and I have no control over the entity or its accounting. It is an active

business that rents commercial real estate in Rockport, Texas.

Part VII, Lines 88-96: 529 Plan #3 and 529 Plan #4 represent 529 plans set up by

for which I do not own the underlying assets and do not control the

selection of assets nor the disposition of assets. I likewise did not control distributions from the plans for educational purposes.