# Karla R. Spaulding > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/5461 ## Record - **Judge:** Karla R. Spaulding - **Year:** 2016 - **Report type:** Annual - **Pages:** 12 ## Text Suntrust Bank Accounts — Interest TSK Investment Partnership, Ltd. — Distribution — Distnbuted Pentagon Federal Credit Union (Bank Account) — Interest USAA Tax-Exempt Money Market USEXX — Int/Div USAA Money Market -- USAXX — Interest USAA Federal Savings Bank -- Bank Account — Interest UMAFX USAA Managed Allocation — Int/Div — Sold (part) UMAFX USAA Managed Allocation — Sold (part) USGRX USAA Growth & Income — Int/Div — Buy (add'l) USGRX USAA Growth & Income — Sold TXSLGT Corpus Christi Tx Utl Sy Ry Rf Bond — Interest TXSTB4 Washington Caty Tx Jr. College Dist Rev Comb Fee Bond — Interest TX3ILPO Pearland Tx Wirwks & Swr Sys Rev Ref Bond — Interest WAIUYS6 Pierce Cnty WA Sch Dist 2403 Bethel Ref Bond — Interest COPEE4 Eagle Garfield & Routt Ctys Co Sch Dist No Bond — Interest — Matured AZSMMB Mesa Anz Util Sys Rev Bond — Interest TX7D34 Univ Tex Uny Rev RI-06D Bond — Interest EFA iShares TR MSC EAFE IDX — None — Sold Houston Tx Ref-Pub Imp-Ser A Bond — Interest — Sold TFISPDR Series Barclays Municipal Bond FTF — Int/Div — Sold MUB iShares National Amt-Free Muni Bond ETF — None — Sold LKSMX LKCM Small-Mid Cap Equity Institutional Fund — None — Sold (part) LKSMX LKCM Small-Mid Cap Equity Institutional Fund — Sold USSTX USAA Tax Exempt Short Term — Int/Div — Sold (part) USSTX USAA Tax Exempt Short Term — Buy (add'l) HNVIX Heartland Value Plus Inst] — None — Sold (part) HNVIX Heartland Value Plus Inst] — Sold HWSIX Hotchkiss & Wiley FDS S Cap Val CL — None — Sold (part) HWSIX Hotchkiss & Wiley FDS S Cap Val CL — Sold UIEMX USAA Emerging Markets Fund Institutional Shares — Int/Div — Sold (part) UINX USAA Income Fund Institutional Shares — Int/Div — Buy (add'l) UINX USAA Income Fund Institutional Shares — Buy (add'l) UINX USAA Income Fund Institutional Shares — Sold (part) UINX USAA Income Fund Institutional Shares — Buy (add'l) UIPMX USAA Precious Metals & Minerals Fund Inst'l Shares — None — Sold (part) UIPMX USAA Precious Metals & Minerals Fund Inst'l Shares — Sold UISBX USAA Short-Term Bond Fund Institutional Shares — Int/Div — Sold (part) UISBX USAA Short-Term Bond Fund Institutional Shares — Sold (part) UISBX USAA Short-Term Bond Fund Institutional Shares — Sold (part) UISBX USAA Short-Term Bond Fund Institutional Shares — Sold (part) UIRRX USAA Real Return Institutional Shares — None — Sold UIHIX USAA High Income Fund Institutional Shares — Int/Div — Sold (part) ABEYX American Beacon Int'l Equity-Y — Int/Div — Buy (add'l) ABEYX American Beacon Int'l Equity-Y — Buy (add'l) ABEYX American Beacon Int'l Equity-Y — Buy (add'l) ABEYX American Beacon Int'l Equity-Y — Sold (part) HLMIX Harding Loevner Intl Equity Portfolio Fund Class Inst — Int/Div — Buy (add'l) HLMIX Harding Loevner Intl Equity Portfolio Fund Class Inst — Buy (add'l) iShares Trust Core MSCI EAFE ETF — Sold HLMIX Harding Loevner Intl Equity Portfolio Fund Class Inst — Buy (add'l) LISIX Lazard Intl Strategic Equity Portfolio Fund Class Inst — Int/Div — Sold (part) LISIX Lazard Intl Strategic Equity Portfolio Fund Class Inst — Sold (part) SEMNX Hartford Schroders Emerging Market Equity CL I (name change) — Int/Div — Sold (part) WD iShares Russell 1000 Value ETF — Int/Div — Sold (part) WD iShares Russell 1000 Value ETF — Buy (add'l) WD iShares Russell 1000 Value ETF — Sold (part) WD iShares Russell 1000 Value ETF — Buy (add'l) IWN iShares Russell 2000 Value ETF — None — Sold AustinTx Cmnty Clg Dist Pub Fac Corp 5% 8/1/27 Lease (Appro — Int/Div Omaha NE Public Pwr Dist Ref Ser A 5% 2/1/25 Multi Oblgs — Int/Div Pennsylvania St 1st Ser $% 6/1/24 — Int/Div VGK Vanguard FTSE Europe EFT — None — Sold Washington St. Fuel Tax Go Ref Bds Ser — Int/Div Connecticut St. Go Bds Ser 2014A — Int/Div EMBIX Lazard Emerging Mrkts Eq Blend Inst! — Int/Div — Sold (part) DDIVX Delaware Value Fund Institutional — Int/Div — Buy (add'l) DDIVX Delaware Value Fund Institutional — Sold (part) MFEIX MFS Growth Port Inst] Class — Int/Div — Sold (part) MFEIX MFS Growth Port Inst] Class — Buy (add'l) MFEIX MFS Growth Port Inst] Class — Sold (part) BCOIX Baird Core Plus Bond Institutional — Int/Div — Buy (add'l) BCOIX Baird Core Plus Bond Institutional — Sold (part) TGEIX TCW Emerging Mkts Income CL — Int/Div — Buy (add'l) IBWX Vova Intermediate Bond Class \W — Int/Div — Buy (add'l) IBWX Vova Intermediate Bond Class \W — Sold (part) Conroe Tex Indpt Sch Dist Utd Tax Ref Bond — Int/Div King Cnty Wash Sch Dist No 409 Tacoma — Int/Div AQR Small Cap Multi Style Fd CL R6 — Int/Div — Buy (add'l) AQR Small Cap Multi Style Fd CL R6 — Buy (add'l) VOO Vanguard Intl Equity Index FDS FTSE — None — Sold Vanguard Intl Equity Index Fund BEmergmg Mks ETF (VWO) — Int/Div — Buy Vanguard Intl Equity Index Fund BEmergmg Mks ETF (VWO) — Buy (add'l) Vanguard Intl Equity Index Fund BEmergmg Mks ETF (VWO) — Sold (part) Mass. St. Go Ref. Bds Ser. 2016B — None — Buy AHLIX Am Beacon AHL Mngd Futrs Strt Inst — None — Buy AHLIX Am Beacon AHL Mngd Futrs Strt Inst — Buy (add'l) AHLIX Am Beacon AHL Mngd Futrs Strt Inst — Buy (add'l) AQR Style Premia Alternative FD CL R6 — Int/Div — Buy AQR Style Premia Alternative FD CL R6 — Buy (add'l) AQR Style Premia Alternative FD CL R6 — Buy (add'l) AQR Style Premia Alternative FD CL R6 — Buy (add'l) VEVIX Victory Sycamore Estab, Value — Int/Div — Buy VEVIX Victory Sycamore Estab, Value — Buy (add'l) HYG iShares TR 1Boxx Hi Yd Etf — Int/Div — Buy HYG iShares TR 1Boxx Hi Yd Etf — Sold (part) HYG iShares TR 1Boxx Hi Yd Etf — Buy iShares TR JP Mor Em Mk ETF — Int/Div — Buy iShares TR JP Mor Em Mk ETF — Buy (add'l) iShares TR JP Mor Em Mk ETF — Buy (add'l) iShares TR JP Mor Em Mk ETF — Sold (part) iShares TR JP Mor Em Mk ETF — Sold iShares IBoxx Investment Grade Corp Bond ETF — Int/Div — Buy iShares IBoxx Investment Grade Corp Bond ETF — Buy (add'l) iShares IBoxx Investment Grade Corp Bond ETF — Sold (part) iShares IBoxx Investment Grade Corp Bond ETF — Sold iShares Trust Core MSCI EAFE ETF — None — Buy iShares 7-10 Yr Treasury Bond ETF — Int/Div — Buy iShares 7-10 Yr Treasury Bond ETF — Sold --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/5461. Public record. Not legal advice.