# Elizabeth Ann Copeland

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/5600

## Record

- **Judge:** Elizabeth Ann Copeland
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 9

## Text

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

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/5600. Public record. Not legal advice.