# Jerry Edwin Smith > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/20056 ## Record - **Judge:** Jerry Edwin Smith - **Year:** 2018 - **Report type:** Annual - **Pages:** 14 ## Text Invesco Money Market Fd -- Class AX (ACZXX) — Int/Div 99% int. in Professional Audio-Video Corp (see Part VII — None Wells Fargo Bank - savings account — Interest Chase Bank -- checking account — Interest Compass Bank -- checking & IRA cash: equivalent — Interest Allegiance Bank, Brookshire, TX common stock — None Fidelity Security Life Ins. Co. - IRA — Interest Templeton Growth Fd Inc. Class A ({TEPLX) — Int/Div Templeton Funds Inc. World Fd Class A (TEMWX) — Int/Div — Sold (part) Wells Fargo Bank - bank deposit sweep — Int/Div — Sold (part) American Century Inter-term Tax Free Bond FAdCl Y (ATBYX) — Int/Div — Buy JPMorgan Deposit Sweep (QCPCM) — Int/Div — Sold (part) JPMorgan Deposit Sweep (QCPCM) — Buy (add'l) JPMorgan Deposit Sweep (QCPCM) — Sold (part) JPMorgan Deposit Sweep (QCPCM) — Buy (add'l) JPMorgan Deposit Sweep (QCPCM) — Buy (add'l) JPMorgan Deposit Sweep (QCPCM) — Sold (part) Causeway Int'l Value Fd Inst, CH{CIVIX) — Int/Div iShares MSCI EAFE Int'l Index Fd (BTMKX) — Int/Div — Buy iShares MSCI EAFE Int'l Index Fd (BTMKX) — Buy iShares Tr 1-3 Yr Treasury Bd ETF (SHY) — Int/Div — Buy Black Rock Mun Bd Fd Inc Nat'l Mun Fd C1 K (BNMLX) — Int/Div Brown Advisory Fds WMC Strategic European Eqity Fd (BAFHX) — Int/Div — Sold Dodge & Cox Funds Int'l Stock Fd (DODFX) — Int/Div — Sold (part) Dodge & Cox Income Fd (DODIX) — Int/Div — Buy JPMorgan Tr Il Short-Inter Mun Bd Fd Inst'l JIMIX) — Int/Div JPMorgan Beta Builders Canada ETF (BBCA) — Int/Div — Buy JP Morgan Tr US Equity Fd C1 R6 (JUEMX) — Int/Div — Sold (part) S10. Fidelity S00 Index Fd Institutional Prem Class 1HHFXAIX) — Int/Div — Buy MFS Ser. Tr. X Emerging Mkt. Debt Fd Class (MEDIX) — Int/Div iShares MSC Japan 12 1F Solicited (EW) — Int/Div Vanguard 500 Index Fd Admiral C1 (VFIAX) — Int/Div — Buy Vanguard Short Term Inflation Protected Sec Index FA (VTIP) — Int/Div — Buy Vanguard Short Term Inflation Protected Sec Index FA (VTIP) — Sold (part) Vanguard Int'l Eq Index Fd FTSE Europe ETF (VGK) — Int/Div John Hancock Income Fd C1 1 {USTIX) — Int/Div — with line 70) John Hancock Income Fd C1 R6 (JSNWX) — Int/Div — Buy John Hancock Income Fd C1 R6 (JSNWX) — Sold (part) Mainstay Fds High Yield Corp Bd Fd CI R6 IMHYSX) — Int/Div — Sold (part) Mainstay Fds High Yield Corp Bd Fd CI R6 IMHYSX) — Sold (part) Harris Assocs Inv Tr Oakmark Fd Inst C1 (OANMX) — Int/Div — Sold (part) Mass. Investors Trust C11 (MITIX) — Int/Div — with le 80) Mass. Investors Tr CL R6 (MITIX) — Int/Div — Buy MFS Research Int'l Fd Cl R6 (MRSK X) — Int/Div — Sold (part) SPDR ETF Trust (SPY) — Int/Div — Sold (part) PIMCO Total Return Fd Inst’! C1(PTTRX) — Int/Div — Sold (part) PIMCO Total Return Fd Inst’! C1(PTTRX) — Sold (part) PIMCO Short Term Fd Inst.C1 1 (PTSHX) — Int/Div — Buy PIMCO Short Term Fd Inst.C1 1 (PTSHX) — Buy PIMCO Short Term Fd Inst.C1 1 (PTSHX) — Sold PIMCO Low Duration Fd Inst'l C1 (PTLDX) — Int/Div — Sold (part) PIMCO Low Duration Fd Inst'l C1 (PTLDX) — Sold (part) Bemstein Intermed Div Mun Portfolio Adv Clas (AIDYX) (see Part VID — Int/Div — Buy (add'l) Tax Exempt Bd Fd Amer. C1 F3 (TFEBX) — Int/Div — Buy Tax Exempt Bd Fd Amer. C1 F3 (TFEBX) — Buy (add'l) Six Circles Tax Aware Ultra Short Duration FAICUTAX) — Int/Div — Buy Six Circlues U S Unconstrained Eq Fd (CUSUX) — Int/Div — Buy Six Circles Int'l Unconstrained Eq Fd (CIUEX) — Int/Div — Buy T Rowe Price Summit Mun Intermed Fd (PRSMX) — Int/Div Estate #21 (H) First United Bank, Lubbock, TX - checking acct, — None Working int, Bravo Land Co. # (see Part vin — Rovalty Working Int, North Timber Creek (see Part VIII) Working mt, CAT Federal (see Part VIII) — Rovalty Working int, J.T. Federal #1A (see Part vin — Rovalty Working int, J.T. Federal #3 (see Part vin — Rovalty Working mt, J.T. Federal #4 (see Part vi — Rovalty Working nt., J.T. Federal #5 (see Part Vin — Rovalty Working int, Quest Muddy Sand Unit (see Part VII — Rovalty Working mt, Leola Unit (see Part VIII) — Rovalty Rovalty mt, various leases (see Part VIII) — Rovalty Royalty int. various leases (see Part VIII) — Rovalty Rovalty int, various leases (see Part VIII) — Rovalty Royalty int., City of Lubbock Unit (see Part VIII — Rovalty Estate £2 (H) First United Bank, Lubbock, TX checking acct. — None Working mt., Bravo Land Co. #1 (see Part vin — Rovalty Working int, North Timber Creek (see Part VIII) Working int.. CAT Federal (see part VIII) — Rovalty Working int, J.T. Federal £1A (see Part vin — Rovalty Working nt, J.T. Federal #3 (see Part Vin — Rovalty Working mt., J.T. Federal #4 (see Part vin — Rovalty Working mt, J.T. Federal #5 (see Part vin — Rovalty Working int, Quest Muddy Sand Unit (see Part VII — Rovalty Working mt, Leola Unit (see Part VIII) — Rovalty Rovalty nt, various leases (see Part VIII) — Rovalty Rovalty mt. various leases (see Part VIII) — Rovalty Rovalty nt, various leases (see Part VIII) — Rovalty Royalty int, City of Lubbock Unit (see Part VIII) — Rovalty Reimbursement — American Law Institute — 7/26-28/18 — Santa Fe, NM — Semmar — Transportation, lodging, and meals Reimbursement — Federalist Society for Law & : Public Policy — 111517118 — Washington, DC — Convention — Transportation, lodging, and meals Income — 2018 — Matthew Bender & Co, Inc.: writing and editing — S5.060.00 Spouse's income — 2018 — self-employed, political consulting Part VII, line 2: Victoria, TX (asset: video production equipment) Part VII, lines 114 & 132 : Duval County, TX: Payor: Chroma Operating, Inc., Houston, TX Part VIL, lines 116 & 134: Campbell County, WY: Payor: Encana Oil & Gas, Inc., Deaver, CO Part VII, lines 117 & 135 Campbell County, WY: Payor: Encana Oil & Gas, Inc., Denver, CO Part VII, lines 118 & 136: Campbell County, WY; Payor: Encana Oil & Gas, Inc., Denver, CO Part VII, lines 119 & 137 Campbell County, WY: Payor: Encana Oil & Gas, Inc., Denver, CO Part VII, lines 120 & 138: Campbell County, WY; Payor: Encana Oil & Gas, Inc., Denver, CO Part VIL, lines 121 & 139: Weson County, WY: Payors: Eighty-Eight Oil LLC, Casper, WY; Maxim Drilling & Exploration, Gillette, WY: Plans Marketing, L.P., Houston, TX Part VII, lines 122 & 140: Campbell County, WY; Payor: Encana Oil & Gas, Inc., Denver, CO Part VIL, lines 123 & 141 La Plata County, CO; Payor: BP America Production Co., Tulsa, OK Part VII, lines 124 & 142 Caddo County, OK: Payor: Mustang Fuel Corp., Oklahoma City, OK Part VII, lines 125 & 143 La Plata County, CO; Payor: Red Willow Production Co, Ignacio, CO Part VII, lines 126 & 144: Lubbock County, TX: Payor: Texland Petroleum, L.P., Fort Worth, TX Part VII, Tine 11: The correct trading symbol for American Century Inter-term Tax-Free Bond Fund Class Y is ATBYX, Part VIL, line 97: "Alliance™ huds been dropped from the name Berastein Intermediate Div Mun Portfolio Advisor C1. Part VII, lines 115 & 133: Duval County, WY; Payor: Chroma OPerating, Inc., Houston, TX: As disclosed in the annual report for 2017, this asset was sold on 1-417 to Marlin Oil Co. LLC, Value Code K, Gain Code A. The asset was owned by Estate #1 and Estate #2, It was not owned in 2018 and will not appear in future reports, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/20056. Public record. Not legal advice.