# Loretta Copeland Biggs

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/8555

## Record

- **Judge:** Loretta Copeland Biggs
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 7

## Text

Brokerage Account #1 — Int/Div
Fidelity Treasury MMKT FD Daily Money — None — Sold
Spartan Intl Index FID Adv Class — Int/Div — Sold
Spartan Small Cap Index Investor CL — Int/Div — Sold
Spartan 500 Index FD Advantage Class — Int/Div — Sold
PMC Diversified Equity Fund — Int/Div — Sold
Deutsche Managed Muni Bond FD S — Int/Div — Sold
Deutsche Intermediat Tax/ AMT Free FD S — Int/Div — Sold
Wells Fargo Short Term Muni BD-A — Int/Div — Sold
American Cen Inter Term Tax-Free BD Inv — Int/Div — Sold
Amencan Balanced Classic C* — Int/Div — Buy
Prudential Variable Appreciable Life Insurance Policy
PSF Equity — None
Wells Fargo Bank "Account™ A — Interest
State Employees Credit Union “Account” A — Interest
First Tennessee "Account™ A — Interest
First Tennessee IRA
Furst Tennessee Bank Deposit Account — Int/Div
DFA Dimensional Year Fixed Income — Int/Div
DFA Five Year Global Fixed Inc — Int/Div
DFA Short Term Government Port — Int/Div
DFA 2-Yr GIbl Fixed Inc Port — Int/Div
DFA Emerging Markets Sml Cap — Int/Div
DFA Emerging Markets Value — Int/Div
DFA Emerging Markets Portfolio — Int/Div
DFA Int Val Port — Int/Div
DFA Intemational Small Co — Int/Div
DFA Intl Small Cap Value Portfolio — Int/Div
DFA Real Estate Secs Port — Int/Div
DFA US Core Equity 2 Port — Int/Div
DFA US/LC Value Portfolio — Int/Div
US. Vector Equity Portfolio — Int
Rental Property #1 Winston-Salem, NC Appraisal Date 10/17/2014%% — Reat
Agreement — 2004 — State of North Carolina Judicial Retirement defined benefit - no control
Liability — Department of Education — Loan
Liability — Roundtree Mortgage — Mortgage (Investment Property)
Income — 2016 — State of North Caroling Retirement - pension — $29.029.00
SECTION V

INVESTMENTS and TRUSTS:

*ltem #11 American Balanced Classic C replaced the assets (item #s 2-10) which were sold in June 2016.

**ltem #31 Rental Property #1 was appraised on October 17, 2014 and closed on November 20, 2014.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8555. Public record. Not legal advice.
