Elizabeth Ann Copeland

USAA Federal Savings Bank--Cash Accounts — Interest

USAA Agressive Growth Portfolio 529 Plan — Int/Div

Jefferson State Bank--cash account — Interest — Closed

IBC Bank-<cash accounts — Interest — Closed

401K #1

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

Delaware Small Cap Fund Inst] (DEVIX) — Int/Div

Goldman Sachs Growth Opp (GGOIX) — Int/Div

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

IRA #)

Morgan Stanley Cash Account — Interest

Loca Cola Co. (KO) — Int/Div

Wilhelmma Intl (WHLM) — None

American New Perspective A (ANWPX) — Int./y

IRA #2

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

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

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

IRS #4 Investco American Franchise Class C(VAFCX) — Int/Div

Brokerage Account #]

Amenican Funds The Bond Fund of America A (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 (ANFEFX) — Int/Div

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 — None

Mony Flexible Premium Variable Life

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

T Rowe Price Retirement 2030 (TRRCX) — Int/Div

Coverdell Putnam Education Savings Accounts — Interest

USAA Age Based Option: Aggressive Growth Portfolio $29 Plan — Int/Div

USAA Age Based Option: Conservative Portfolio 529 Plan — Int

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

Investment #1

USAA Money Market (USAXX) — Interest

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

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

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

Investment #2

USAA Treasury Money Market (UATXX) — Interest

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

Investment #3

USAA Money Market (ULSAXX) — Interest

I Shares Core S&P Total US Stock Market ETF TOT) — Int/Div

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

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

Suntrust Bank-Cash Accounts — Interest — Open

Partner, Strasburger & Price, LLP (withdrew on [IV 1O/18 prior to taking the bench)

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

Co-Chair Pro Bono Subcommittee, SBOT Tax Section (ended June 2018, 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 — 20012 — Strasburger & Price, LLP 401k retirement savings plan administered by Wells Fargo

Income — 2018 — Strusburger & Price, LLP, Partner Distribution through 1/10/18 — $229,335.00

Spouse's income — 2018 — Harland Clarke Corp. Salary