Elizabeth Erny Foote

2018Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 88

    investments

  • 3

    positions

  • 0

    gifts

  • 1

    agreements

  • 4

    debts

  • 0

    reimbursements

  • 0

    income

  • 3

    spouse income

Named parties

  • 720 Murray Strect-law office building partmership
  • Lowsiana State University’ Paul M. Hebert Law Center
  • POA #1)
  • American Express
  • US Treasury & LA Dept of Revenue
  • Discover Card
  • Dan Boyd
  • Lousiana State Employees Retirement System- retired judge
  • The Smith Foote Law Firm, share of partmership profits
  • W Ross Foote. LLC

As filed

Wells Fargo- Roth IRA (H)

eee Templeton World Fund — Int/Div

ewes Washington Mutual Investment Fund — Int/Div

Red River Bank Checking — Interest

Red River Bank Checking #2 — Interest

Capital One Savings #1 — Interest — Sold (part)

American Funds 529 Plan Account (FBO David)

eee American Funds Money Market — None

eee American Balanced Fund — Int/Div

Wells Fargo Roth IRA (H)

wecJohn Hancock Regional Bank — Int

wsTempleton World Fund — Int/Div

eeccWashington Mutual Invs Fund — Int/Div

Chase Investment (H)

weee)P Morgan US Treas Plus MMKT — Int/Div

eecJPMorgan Chase & Co Common — Int/Div

cee AllanceBer Global Thematic Grth — Int/Div

eeeJPMorgan Intrepid Mid Cap — Int/Div

w--JPMorgan Large Cap Grth — None

Capital One Savings #2 — Interest — Sold (part)

Fidelity & Guaranty Life "Indexed Rewards" - Fixed Rate Annuity — Int/Div

Chase Investment-lnvesco Global Small & Mid — None

Yuma Exploration-Royalty Interest-Rapides Parish, Louisiana — Rovalty

Timber land- Rapides Parish, Louisiana — Rovalty

1/2 mterest land-Grant Parish, Lomsiana — None

1/2 mterest land - Rapides Parish, Louisiana — None

1/6 interest 720 Murray Street Company — None

1/3 mterest 720 Murray Street Company {power of attorney) — None

Metropolitan Life Insurance Company variable policy

wwe-MetLife Steck Index Port — Int/Div

Barclays Ag Bd Idx Port — Int/Div

MSCI EAFE Index — Int

eecRussel12000 Index Port — Int/Div

Red River Bank- Checking #3 — Interest

Vanguard-Prime Money Mkt Fund — Int/Div

John Hancock-Law Firm 401K, Lifestyle Balanced Fund — Int/Div

Wells Fargo- Roth IRA line 1: Invesco Amer, Franchise — None

American Funds, Uniform Gift to Minor Capital World Growth — Int/Div

American Funds, Uniform Gift to Minor: Wash Mutual Invs — Int/Div

Red River Bank- Checking #4 — hy

FTJ Fundchoice IRA - iShares Goldman Sachs Software Index (IGV) — Int/Div — Sold (part)

FT) Fundchoice IRA-SPDR Technology Select Sector (XLK) — Int/Div — Sold (part)

FT) Fundchoice IRA-SPDR Technology Select Sector (XLK) — Sold (part)

FT) Fundchoice IRA-SPDR Financial Select Sector (XLF) — Int/Div — Sold (part)

FT) Fundchoice IRA-SPDR Financial Select Sector (XLF) — Sold (part)

FT) Fundchoice IRA-SPDR Health Care Select Sector (XLV) — Int/Div — Buy (add'l)

FT) Fundchoice IRA-SPDR Health Care Select Sector (XLV) — Buy (add'l)

11) Fundchoice IRA-TD Bank USA FDIC Insured Deposit — Int/Div

Aviva Life and Annuity Co.- fixed rate annuity — Int/Div

Vanguard Acct. #1 (H)

eeees Vanguard Mid-Cap Growth — Int/Div

eeees Vanguard Small-Cap Growth — Int/Div

wees Vanguard Total Stock — Int/Div

Vanguard SEP IRA: Vanguard REIT Index — Int/Div

1/7 mterest - Grant Parish and Rapides Parish — None — Sold (part)

FTJ Fundchoice IRA - SPDR S&P Bank (KBE) — Int/Div — Sold (part)

FTJ Fundchoice IRA -iShares Dow Jones US Home Construction (ITB) — Int/Div — Sold (part)

FTJ Fundchoice IRA -iShares Dow Jones US Home Construction (ITB) — Buy (add'l)

FTJ Fundchoice IRA -iShares Dow Jones US Home Construction (ITB) — Buy (add'l)

FTJ Fundchoice IRA -iShares Dow Jones US Home Construction (ITB) — Sold (part)

FTJ Fundchoice IRA -iShares Dow Jones US Home Construction (ITB) — Sold

American Funds 529 Plan Account (FBO Paul)

eeecAmerican Funds Money Market — None

FTJ Fundchoice IRA-SPDR S&P Biotech (XB — Int/Div — Sold (part)

FT) Fundchoice IRA-iShares Core MSC Emerging Markets (IEMG) — Int/Div — Sold (part)

FT) Fundchoice IRA-iShares Core MSC Emerging Markets (IEMG) — Sold

FT) Fundchoice IRA-SPDR Barclays 1-3 Moath T-Bill (BIL) — Int/Div — Buy (add'l)

FT) Fundchoice IRA-SPDR Barclays 1-3 Moath T-Bill (BIL) — Sold (part)

FT) Fundchoice IRA-SPDR Barclays 1-3 Moath T-Bill (BIL) — Sold (part)

FT) Fundchoice IRA-SPDR Barclays 1-3 Moath T-Bill (BIL) — Sold

1J Fundchoice IRA-SPDR Ser TR S&P Metals & Mining (XME) — Int/Div — Buy (add'l)

1J Fundchoice IRA-SPDR Ser TR S&P Metals & Mining (XME) — Buy (add'l)

1J Fundchoice IRA-SPDR Ser TR S&P Metals & Mining (XME) — Buy (add'l)

1J Fundchoice IRA-SPDR Ser TR S&P Metals & Mining (XME) — Sold

1J Fundchoice IRA-Main Sector Rotation ETF (SECT) — Int/Div — Sold (part)

1J Fundchoice IRA-Main Sector Rotation ETF (SECT) — Sold (part)

Capital One Money Market — Int/Div — Open

Vanguard SEP IRA — Int/Div — Open

1J Fundchoice IRA - iShares Nasdaq Biotechnology Index (IBB) — Int/Div — Buy

FT) Fundchoice IRA - Vanguard Midcap Value ETF (VOE) — Int/Div — Buy

FT) Fundchoice IRA - Vanguard Midcap Value ETF (VOE) — Buy (add'l)

FT) Fundchoice IRA - Vanguard Midcap Value ETF (VOE) — Sold

1) Fundchoice IRA - Xtrackers Harvest CSI 300 China A (ASHR) — None — Buy

FT) Fundchoice IRA - SPDR Consumer Staples Select Sector (XLP) — Int/Div — Buy

FT) Fundchoice IRA - SPDR Consumer Staples Select Sector (XLP) — Sold

FT) Fundchoice IRA - iShares Russell Midcap Value Index (IWS) — None — Buy

FT) Fundchoice IRA - Vanguard Consumer Staples (VDC) — None — Buy

FT) Fundchoice IRA - Vanguard FTSE Emerging Markets (VWO) — None — Buy

Partner, 720 Murray Strect-law office building partmership

Board of Trustees Member, Lowsiana State University’ Paul M. Hebert Law Center

Power of Attomey, POA #1)

Agreement — 04/01/10 — Termination of Partnership Agreement- The Smith Foote Law Firm

Liability — American Express — credit card

Liability — US Treasury & LA Dept of Revenue — mcome tax liability- ESTIMATED

Liability — Discover Card — credit card

Liability — Dan Boyd — guarantee on debt of HD Foote LLC

Spouse's income — 2018 — Lousiana State Employees Retirement System- retired judge

Spouse's income — 2018 — The Smith Foote Law Firm, share of partmership profits

Spouse's income — 2018 — W Ross Foote. LLC

Lime 55: 1/14 interest land located wm JIN , Louisiana was given to spouse by his mother in 2015. This asset is JN separate property and in no

way associated with Judge Elizabeth Foote's assets. Spouse inherited an additional 1/14 interest in land located in JI. Louisiana during 2018, Asset

description has been updated to show total interest of 1/7 as of 12/31/2018,

Line 63: This is a non-interest bearing fund, no income is being camed.

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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Elizabeth Erny Foote | Frix