Barbara Smith Evans

2018Annual

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Pull out the substance of this filing.

What was filed

  • 135

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 2

    income

  • 1

    spouse income

Named parties

  • Holsum, Inc
  • SWS Family LLC
  • J. Kenneth and Alice Smith Family Foundation
  • Almunza of New Mexico
  • Historical Foundation of Southeastern New Mexico
  • Atwood Malone Tumer and Sabin PA (salary)
  • Holsom, Inc. {Dmrector's Fee)

As filed

PIONEER BANK (CASH) — Interest

NY LIFE INSURANCE (WHOLE) — Interest

HOLSUM. INC — Distribution

SWS FAMILY LLC — Rovalty

JKS RESOURCES LLC — Distribution

IRA #1 (H)

SPDR S&P S00 ETF (SPY) — Int/Div

VANGUARD TOT STOCK MKT INDX ADM (VTSAX) — Int/Div

IRA #2(H)

INVESCO (QOQQ TRUST (QQQ) — Int/Div

ISHARES MSCI EAFE ETF (EFA) — Int/Div

SPDR S&P SOO ETF (SPY) — Int/Div

ZEO STRATEGIC INCM FD 1 {(ZEOIX) — Int/Div

THORNBURG BETTER WORLD (TBWIX) — Int/Div

TRUST ACCT 21 (H)

SCHWAB ONE CASH ACCOUNT (CASH) — Interest

ARK WEB X.0ETF (ARKW) — Int/Div

ISHARES GOLD ETF (1A) — None

ISHARES S&P 100 ETF (OEF) — Int/Div

PIMCO SHORT TERM INSTL (PTSHX) — Int/Div — Buy

SEGALL BRYANT & HAMILL PLUS BD FD RETAIL (WTIBX) — Int/Div — Sold

PIMCO SHORT TRM INSTL(PTSHX) — Int/Div — Buy

THORNBURG STRATEGIC INC FD (TSHX) — Int/Div

COHEN & STEERS REALTY SHS {CSRSX) — Int/Div

MATTHEWS ASIAN GRWTH & INC FD INV (MACSX) — Int/Div

OAKMARK EQ & INC FD INV (OAKBX) — Int/Div

POPLAR FOREST PARTNERS INST {IPFPX) — Int/Div

THORNBURG BETTER WORLD INTL (TBWIX) — Int/Div

TWEEDY BROWNE GLOBAL VAL FD (TBGVX) — Int/Div

VANGUARD TOT INTL STK INDX ADM (VTIAX) — Int/Div

VANGUARD TOT STOCK MKT INDX FD ADM (VTSAX) — Int/Div

IRLST ACCT £2 (H)

SCHWAB ONE CASH ACCOUNT (CASH) — Interest

ARK WEB X.0ETF (ARKW) — Int/Div

TEMPLETON GLOBAL BD FD A (TPINX) — Int/Div

THORNBURG STRATEGIC INCOME FD HTS) — Int/Div

ZEO SHORT DURATION INC FD (ZEOIX) — Int/Div

AMG YACKTMAN FD HIYACKX) — Int/Div

BUFFALO DISCOVERY FD (BUFTX) — Int/Div

COHEN & STEERS REALTY SHS {CSRSX) — Int/Div

OAKMARK EQ & INC FD INV (OAKBX) — Int/Div

OPPENHEIMER DEV MKTS FD CL A ({ODMAX) — Int/Div

PAYDEN EQ INC FD INV (PYV12) — Int/Div

POPLAR FOREST PARTNRS INST {IPFPX) — Int/Div

THORNBURG BETTER WORLD INTL (TBWIX) — Int/Div

TWEEDY BROWNE GLBL VAL FD (TBGVX) — Int/Div

VANG TOT INTL STK INDX ADM (VTIAX) — Int/Div

VANG SOO INDX FD INV SHS (VFINX) — Int/Div

TRUST ACCT £3 (H)

SCHWAB ONE CASH ACCT (CASH) — Interest

BERKSHIRE HATHAWAY (BRKB) — None

ARK WEB X.0ETF (ARKW) — Int/Div

ISHARES MSCI EAFE ETF (EFA) — Int/Div — Sold

VANGUARD TOTAL STOCK MKT ETF wvThH — Int/Div — Buy

VANGUARD TOTAL WORLD STOCK ETF(VT) — Int/Div — Buy (add'l)

THORNBURG STRATEGIC INC FD (TSX) — Int/Div

ZEO STRATEGIC INCM FD 1 (ZEOIX) — Int/Div

MATTHEWS ASIAN GROWTH & INC FD I1(MACSX) — Int/Div — Sold

OAKMARK EQUITY & INCOME FD I {OAKBX) — Int/Div

OPPENHEIMER DEV MKTS FD A ({ODMAX) — Int/Div

PAYDEN EQUITY INCOME FD (PYVIZ) — Int/Div

POPLAR FOREST PARTNERS L(IPFPX) — Int/Div

THORNBURG BETTER WORLD (TBWIX) — Int/Div

TWEEDY BROWNE GLOBAL VAL FD (TBGVX) — Int/Div

VANGUARD SOO INDEX FD LIVFINX) — Int/Div

TRUST ACCT #4 (H)

SCHWAB ONE CASH ACCT (CASH) — Interest

ARK WEB X.0ETF (ARKW) — Int/Div

TEMPLETON GLOBAL BOND FUND CL A(TPINX) — Int/Div

ZEO STRATEGIC INCM FD 1 (ZEOIX) — Int/Div

COHEN & STEERS REALTY SHS {CSRSX) — Int/Div

OAKMARK EQUITY & INCOME FD INV {OAKBX) — Int/Div

OPPENHEIMER DEVELOPING MKTS FD CL AIODMAX) — Int/Div

PAYDEN EQUITY INCOME FD I (PYVIZ) — Int/Div

POPLAR FOREST PARTNERS CL INST {IPFPX) — Int/Div

VANGUARD EXTENDED MARKET INDEX FD INV SHRS IVEXMYX) — Int/Div

VANGUARD TOTAL INTL STK INDEX ADM (VTIAX) — Int/Div

VANGUARD 500 INDEX FD INDEX FD INV SHS (VFINX) — Int/Div

TRUST ACCT #5(H)

SCHWAB ONE CASH ACCOUNT (CASH) — Interest

BERKSHIRE HATHAWAY (BRKB) — None

ENERGY SELECT SECTOR SPDR (XLE) — Int/Div

SEGALL BRYANT & HAMILL PLUS BD RET (WTIBX) — Int/Div — Sold

ISHARES MSCI PACIFIC EX JAP (EPP) — Int/Div

COHEN & STEERS REALTY SHS (CSRSX) — Int/Div

THORNBURG BETTER WORLD INTL (TBWIX) — Int/Div

VANGUARD EXTENDED MARKET INDEX FD INV SHRS (VEXMYX) — Int/Div

VANGUARD TOTAL STOCK MKT IDX FD ADMIVTSAX) — Int/Div

BROKERAGE ACCT #1 (H)

CHARLES SCHWAB BANK SWEEP (CASH) — Interest

SCHWAB VALUE ADVANTAGE (ISWVXX)I CASH) — Int/Div

BROKERAGE ACCT 22 (H)

SCHWAB ONE CASH ACCT (CASH) — Interest

PPG INDUSTRIES. 2.3%19 (693506BHY) — None — Buy

MYLAN NV 3.75%20F (62854AALR) — Interest

KRAFT HEINZ FOODS 3.5%22 (S007TLAJS) — None — Buy

STJUDE MEDICAL 3.25%23 (790849A)2) — Interest — Redeemed

CLOVIS NM GRT 3%19 (189387CG6H) — Interest

NM ST SEVERANCE 2.25%19 TAX SPL (647310Y96) — Interest

NM ST SEVERANCE TAX 4%20 (6473100158) — Interest

BELEN NM CNS SD #2 3%20 GO UTX (OTTSRINZS) — Interest

LAS CRUCES NM SD #2 5%25 (S17534RAD) — None — Buy

HOBBS NEW MEX 5%50 (43385PAGY) — Interest

ABBOTT LABORATORIES (ABT) — Int/Div — Buy (add'l)

ALLIANCE DATA SYSTEM (ADS) — Int/Div — Buy

ASTRAZENECA PLC (AZN) — Int/Div — Buy (add'l)

EQUINOR (EQNR) — Int/Div

FIAT CHRYSLER AUTO (FCAL) — None — Buy

HOME DEPOT (HD) — Int/Div

KONINKLUKE PHILIPS (PHG) — Int/Div

PAYPAL HOLDINGS (PYPL) — None

SALESFORCE.COM (CRM) — None

TENCENT HOLDINGS (TCEHY) — Int/Div

TEXAS CAPITAL BANCSHARES (TCBIY — None

TOTALSA(TOT) — Int/Div

UNITEDHEALTH GRP (UNH) — Int/Div

VOLKSWAGEN A GI(VWAGY) — Int/Div

ISHARES CORE S&P S00 (1VV) — Int/Div — Sold (part)

VANGUARD EXTENDED MARKET (VXF) — Int/Div

VANGUARD TOTAL STOCK (VTH — Int/Div

ZEO STRATEGIC INCM FD 1 {ZEOIX) — Int/Div

AMG YACKTMAN FD HIYACKX) — Int/Div

BUFFALO DISCOVERY FUND (BUFTX) — Int/Div

MATTHEWS ASIAN GROWTH & INC FD 1 (MACSX) — Int/Div

OAKMARK EQUITY & INCOME FD {OAKBX) — Int/Div

PARNASSUS ENDEAVOR FD (PFPWX) — Int/Div

PAYDEN EQUITY INCOME FD (PYVIZ) — Int/Div

THORNBURG BETTER WORLD (TBWIX) — Int/Div

THORNBURG INVT INCOME BLDR FD CL H(TIBIX) — Int/Div

TWEEDY BROWNE GLOBAL VAL FD (TBGVX) — Int/Div

VANGUARD DIV GROWTH FD INV SHS (VDIGX) — Int/Div

VANGUARD TOTAL INTL STK IDX ADM I(VTIAX) — Int/Div

WEYERHAEUSER COMWY) — Int/Div

401K ACCT £1 (H)

AMERICAN FUNDS 2040 TARGET DATE FUND R4 (RDGTX) — Int/Div

Board Member, Executive Committee member, Holsum, Inc

Board Member, SWS Family LLC

Vice President, J. Kenneth and Alice Smith Family Foundation

President. Board of Directors, Almunza of New Mexico

Board Member (former), Historical Foundation of Southeastern New Mexico

Income — 2018 — Atwood Malone Tumer and Sabin PA (salary) — S40.902.70

Income — 2018 — Holsom, Inc. {Dmrector's Fee) — ST.000 00

Spouse's income — 2018 — Atwood Malone Tumer and Sabin PA (salary)

Part I, line 6: The primary purpose of this business is agricultural. My role involves monitoring the acquisition of new farming properties, reviewing milk

production, and some personnel issues,

Part VII, line 4: Valuation of this item is based upon the estimated value of real estate. A more precise valuation is not available.

Part VII, line 5: Valuation of this item is based upon the estimated value of gas and oil mvestments. A more precise valuation is not available.

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

Part VIL, lines 17, 24, 26, 43, 56, 60, 61. 78, 94, 96, 99, 100, 106, 107, 112-114, 124, 125, 128, 131, 133, 134, 141, 148, 153, 158, and 160-162 of the

initial report are not reportable in the 2018 reporting period,

Part VIL, line 115 of the mitial report had reportable value at the end of 2018.

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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