Steven C. Yarbrough

2018Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 84

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Hall Lloyd
  • Hasen Saud
  • Los Os de la Familia (501{cK 3) chanty)
  • Ock Me Baby Kecords, Inc. yarb 1

As filed

PG — Int/Div

SONVF — Int/Div

GOOGL(1) — None

WIN(I) — None

GEM — Int/Div

DISH — Int/Div

Vanguard Extended Mkt Index Adm — Int/Div

Vanguard High Divident Yid Idx Iny — Int/Div — Buy (add'l)

Vanguard High Yield Corp Fund Iny — Int/Div

Vanguard Pacific Stock Index Inv — Int/Div

Vanguard Prime Money Market — Int/Div

VG Fed MM Sett Fund — Int/Div

Vanguard REIT Index Fund — Int/Div

Vang Tot Intl Stock Ix Adm — Int/Div

Vang Total Bond Mkt Indx — Int/Div

Vang 500 Index Fund — Int/Div

Market Vectors Gold Miners ETF — Int/Div

VGPMX — Int/Div

VEMAX — Int/Div — Buy

VG Consumer staples ETF — Int/Div — Buy

Baycom Corp — None

Caterpillar — Int/Div — Buy (add'l)

Cisco Systems Inc — Int/Div

DXC Technology Company — Int/Div

HP Enterprises Co. — Int/Div

HP Inc — Int/Div

PRSP — Int/Div — from line 18)

Intel Corp — Int/Div

IN) — Int/Div

MFGP — Int/Div

SONVF — Int/Div — Buy (add'l)

Vang GNMA Fund Inv Shares — Int/Div

Vanguard Aggressive Age Based Option Vanguard Agg Growth Port 529 (3) — Int/Div — Buy (add'l)

Vanguard Mod Growth 529 (3) — Int/Div — Buy (add'l)

Vanguard Agg Age Based Option: Vanguard Age (2) Growth Port 529 (2) — Int/Div — Buy (add'l)

Vanguard Mod Growth 529 (2) — Int/Div — Buy (add'l)

The Education Plan 529 - Aggressive Index Portfolio New Mexico (1) — Int/Div

Vang 500 Index Fund JR ) — Int/Div

Vang Develop Mkts Idx Fund (QE — Int/Div

Vang Emerging Mkt Idx Fund gill — Int/Div

Vang European Stock Idx Fund (il — Int/Div

Vang Growth and Income Fund Inv GEER — Int/Div

Vang Mud Cap Idx Fund ll — Int/Div

Vang Prime Money Mkt Fund (Gill — hy

VG Fed Money Mkt Fund — Int/Div

Vang Small Cap Growth Idx Fund (GER — Int/Div

Vang Total Int'l Stock Idx Fund (mm — Int/Div

Vang Windsor Il Fund Inv (mm — Int/Div

VDC lm — None — Buy

GOOG umm — None

GOOGL (umm — None

DIS TE — Int/Div

DIS TE — None — Buy

Vang Balanced Index F Trad IRA : SEE — Int/Div

Vang Life Strategy Growth Trad IRA 3 — Int/Div

Vang Mid-Cap Growth Trad IRA (qm — Int/Div

Vang Tot Stock Mkt Index Trad IRA + J — Int/Div

Vang Lite Strategy Conserv Growth Rollover IRA (ll — Int/Div

Vang Long Term Bond Idx Fund Rollover IRA (I — Int/Div

Vang Long Term Invest-GR Inv (il — Int/Div

VG Global Capital Cycles (VGPMX) Fund Rollover IRA — Int/Div

Vang Star Fund Rollover IRA GEIR — Int/Div

Vang strat equity fund Rollover IRA (El — Int/Div

Vang wellesley inc fund inv rollover ira — Int/Div

vang european stock wx fund mv roth ra - — Int/Div

vang total int'l stock idx fund roth ira JER — Int/Div

vang strategic equity fund roth ira EE — Int/Div

vang star fund simple ira (EEN — Int/Div — Buy (add'l)

vang total mt'l stock dx fund simple ra ( — Int/Div — Buy (add'l)

vang utma brokerage acct (1) — Int/Div

BAC(IH) — Int/Div

FH — Int/Div

AMZN — None — Buy

Vang Aggressive Growth Port $29 (1) — Int/Div

Vang prime money market utma (3) — Int/Div

DIS} — Int/Div

vang prime money mkt utma (2) — Int/Div

DIS(2) — Int/Div

OCB Venture 11 LLC (real estate purchase and sell) — None

Rental Property #1 - Taos, NM — Rent — Sold — Hall Lloyd

Rental Property # 2 « Albuquerque NM — Rent — Sold — Hasen Saud

Undev Real Prop in brother's name and Sundolliar Inv - rio rancho NM — None

Loan to 50S Ventures LLC — Interest

Rock Me Baby Records — None

Board of Directors, Los Os de la Familia (501{cK 3) chanty)

Spouse's income — 2018 — Ock Me Baby Kecords, Inc. yarb 1

Part 1118: [J lll owns Rock Me Baby Records, Inc., an S-corporation. She draws income as an employee, the amount of which 1 did not list. pursuant to

structions on page 17 ("If spouse is self-employed in business or a profession, only the nature of such business or profession and the words ‘self-employed’

should be reported . . "In reporting year 2014, I listed the company as an investment in Part VII becasue the company has value and Jil [ll owns the

company. After filing my 2014 reporting year report, 1 received a letter from the Judicial Conference of the United States Committee on Financial Disclosure

stating, "In the future, your Jil salary from "Rock Me Baby Records, Inc." should be reported in 11LB as non-investment income instead of Parts VII or

VII..." Nonetheless, because, aside from any income [Jif Jill earns, her company constitutes an asset, | continued to list this company as an asset in Part VIL

Further, pursuant to the above quoted instructions from page 17, 1 did not include her salary in spite of the above quoted langauge from the letter the Committee

on Financial Disclosure sent me. My assumption is that the Committee did not realize that [ij Jill is the sole proprietor of her business, as described on page 17

of the instructions,

Part VII:

- Effective September 26, 2018, Vanguard Precious Metals and Mining Fund changed its name to Global Capital Cycles Fund (VGPMX). | have changed the

name from last year's report accordingly (see lines 12 and 57).

- The UTMA( 1) brokerage account was formerly 4 prime money market account (line 66). At some point, and I could not determine when, Vanguard required

funds used to purchase securities to come through a brokerage account rather than the prime money market account.

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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Steven C. Yarbrough | Frix