Barbara Smith Evans
2018Annual
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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.