# Elizabeth Ann Copeland > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/30488 ## Record - **Judge:** Elizabeth Ann Copeland - **Year:** 2019 - **Pages:** 12 ## Text 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. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/30488. Public record. Not legal advice.