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What was filed

  • 204

    investments

  • 6

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 9

    spouse income

Named parties

  • Executive Board, Southern Methodist University Dedman School of Law
  • International Womens Forum - Dallas
  • Patrick Higginbotham Inn of Court
  • The Center for American and International Law
  • Trust #1 (Dallas, Texas)(Income and Principal Beneficiary)
  • Federal Trial Judges Conference, Judicial Division of the American Bar Association
  • Key Biscayne, FL, January 7-8, ABA Section Winter Meeting (meals, hotel, transportation)
  • Salt Lake City, UT, February 12-13, ABA Midyear Meeting (meals, hotel, transportation)
  • Washington, DC, March 10-13, ABA Bankruptcy Meeting (meals, hotel, transportation)
  • Newport Beach, CA, April 14-17, ABA Judicial Division Meeting (meals, hotel, transportation)
  • Washington, DC, April 25-27, ABA SCFJI Meeting (meals, hotel, transportation)
  • Quebec, Canada, June 22-25, ABA Section Spring Meeting (hotel, meals, transportation)
  • Chicago, IL, August 3-8, ABA Annual Meeting (hotel, meals, transportation)
  • Chicago, IL, September 23-24, ABA Section Fall Meeting (hotel, meals, transportation)
  • Dana Point, CA, November 17-20, ACTL Ad Hoc Committee on Relationship with Judiciary (hotel, meals, transportation)

As filed

Charles Schwab Brokerage Account #1 (includes 2-42)

Schwab Tax Exempt Money Market Fund — Int/Div

Scudder Municipal Bond Mutual Fund — Int/Div

Vanguard Intermediate Term Municipal Bond Mutual Fund — Int/Div

Pimco Foreign Bond Mutual Fund — Int/Div

DFA US 6-10 Value Mutual Fund — Int/Div

Managers Fremont US Micro Cap Mutual Fund — None

Gateway Mutual Fund — Int/Div

Harbor Capital Appreciation Mutual Fund — Int/Div

Janus Balanced Mutual Fund — Int/Div

Vanguard Index Trust Mutual Fund — Int/Div

Tweedy Browne Global Value Mutual Fund — Int/Div

Mosaic Investors — Int/Div

Royce Low Priced Stock — Int/Div

Dow Jones Telecom — Int/Div — Sell

Goldman Sachs Natural Resources — Int/Div — Buy

Goldman Sachs Networking — None — Sell

Goldman Sachs Software — Int/Div

Goldman Sachs Technology — Sell

MSCI Japan Index Fund — None — Sell

Ishares 1-3 Year Treasury Fund — Int/Div — Sell

Cohen & Steers Realty — Int/Div — Buy

Dow Jones Basic Matenals Sector — Int/Div — Sell

Dow Jones Consumer Services — Int/Div — Buy

Dow Jones Consumer Services — Sell

Dow Jones Consumer Goods — Int/Div — Sell

Dow Jones Energy Sector — Int/Div — Sell

Rydex Juno Fund — None — Sell

Goldman Sachs Semiconductors — None — Sell

Pimco Commodity Fund — Int/Div

Russell 2000 Index — Int/Div — Buy

Ishares Latin America — Int/Div — Buy

Ischares Latin America — Buy

MSCI Brazil Index — Int/Div — Buy

MSCI Brazil Index — Buy

Dow Jones Financial Sector — Int/Div — Buy

Dow Jones Financial Sector — Sell

Dow Jones Financial Services — None — Buy

Dow Jones Financial Services — Sell

Dow Jones Transportation — Int/Div — Buy

Dow Jones Transportation — Sell

Charles Schwab Brokerage Account #2 (includes 44-79)

Schwab Tax Exempt Money Market — Int/Div

Scudder Municipal Bond Mutual Fund — Int/Div

Vanguard Intermediate Municipal Bond Mutual Fund — Int/Div

Pimco Foreign Bond Mutual Fund — Int/Div

DFA US 6-10 Value Mutual Fund — Int/Div

Managers Fremont US Micro Cap Mutual Fund — None

Harbor Capital Appreciation Mutual Fund — Int/Div

Janus Balanced Mutual Fund — Int/Div

Vanguard Index Trust Mutual Fund — Int/Div

Tweedy Browne Global Value Mutual Fund — Int/Div

Mosaic Investors — Int/Div

Royce Low Priced Stock — Int/Div

Dow Jones Real Estate — None — Buy

Dow Jones Real Estate — Sell

Dow Jones Telecom — Int/Div — Sell

Cohen & Steers Realty — Int/Div — Buy

Ishares 1-3 Year Treasury Fund — Int/Div — Sell

Dow Jones Basic Materials — Int/Div — Sell

Dow Jones Consumer Goods — Int/Div — Sell

Dow Jones Energy Sector — Int/Div — Sell

Goldman Sachs Networking — None — Sell

Goldman Sachs Software — Int/Div

MSCI Japan Fund — None — Sell

Goldman Sachs Semiconductor — None — Sell

Rydex Juno Fund — None — Sell

Pimco — Int/Div

Dow Jones Utility — Int/Div — Buy

Rydex S&P 500 — Int/Div — Buy

S&P Smallcap 600 — Int/Div — Buy

Ishares Emerging Mkts — Int/Div — Buy

Ishares Emerging Mkts — Buy

Ishares Global Energy — Int/Div — Buy

Ishares Russell 3000 — None — Buy

Ishares Russell 3000 — Sell

Charles Schwab Brokerage Account #3 (includes 81-82)

Schwab Tax Exempt Money Market — Int/Div

MSCI Austria Index — Int/Div — Buy

Charles Schwab Brokerage Account #4 (include 84)

Schwab Money Market — Int/Div

Charles Schwab IRA Rollover #1 (includes 86-100)

Schwab Money Market — Int/Div

Meridian Value — Int/Div

TCW Galileo Value — Int/Div

Thompson Plumb Growth — Int/Div

Oppenheimer Real Asset — Int/Div

Dow Jones Energy Sector — Int/Div — Sell

Dow Jones Financial Sector — Int/Div — Sell

Dow Jones Financial Services — None — Sell

Goldman Sachs Software — Int/Div — Buy

Goldman Sachs Networking — None — Sell

Dow Jones Basic Materials — Int/Div — Sell

Profunds Ultra Energy — None — Buy

Ishares Global Energy — Int/Div — Buy

Ishares Emerging Markets — Int/Div — Buy

Charles schwab IRA #1 (includes 102-109)

Schwab Money Market — Int/Div

Pimco Total Retum Mutual Fund — Int/Div

Managers Fremont US Micro Cap Mutual Fund — None

Gateway Mutual Fund — Int/Div

Tweedy Browne Global Value Mutual Fund — Int/Div

Menidian Value — Int/Div

Oppenheimer Real Asset — Int/Div

Profunds US Govt — Int/Div — Buy

Trust #1 (includes 111-118)

Schwab Tax Exempt Money Market — Int/Div

Vanguard Intermediate Municipal Bond Mutual Fund — Int/Div

Managers Fremont US Micro Cap Mutual Fund — None

Gateway Mutual Fund — Int/Div

Tweedy Browne Global Value Mutual Fund — Int/Div

P&P Property 88 — Distribution

PLM Equipment Growth Fund — Distribution

Pioneer Natural Resources — None

Trust #2 (includes 120-136)

Schwab Tax Exempt Money Market — Int/Div

Pimco Total Return Mutual Fund — Int/Div

Vanguard Intermediate Municipal Bond Mutual Fund — Int/Div

Pimco Foreign Bond Mutual Fund — Int/Div

DFA US 6-10 Value Mutual Fund — Int/Div

Managers Fremont US Micro Cap Mutual Fund — None

Gateway Mutual Fund — Int/Div

Tweedy Browne Global Value Mutual Fund — Int/Div

Meridian Value — Int/Div

TCW Galileo Value — Int/Div

Thompson Plumb Growth — Int/Div

P&P Property 88 — Distribution

PLM Equipment Growth Fund — Distribution

Royce Low Priced Stock — Int/Div

Pioneer Natural Resources — Royalty

Profunds US Govt — Int/Div — Buy

Cohen & Steers Realty — Int/Div — Buy

Trust #3 (includes 138-155)

Schwab Money Market Fund — Int/Div

Vanguard Bond Index Mutual Fund — Int/Div

Vanguard Intermediate Treasury Mutual Fund — Int/Div

Harbor International Mutual Fund — Int/Div

Pimco Total Return — Int/Div

Rydex Juno Fund — None — Sell

DFA US Micro Cap Fund — Int/Div

Oppenheimer Real Asset — Int/Div

MSCI Japan Index Fund — None — Sell

Cohen & Steers Realty — Int/Div — Buy

Dow Jones Basic Materials — Int/Div — Sell

Dow Jones Consumer Goods — Int/Div — Sell

Dow Jones Energy Sector — Int/Div — Sell

Dow Jones Financial Sector — Int/Div — Sell

Dow Jones Telecom — Int/Div — Sell

Goldman Sachs Networking — None — Sell

Goldman Sachs Software — Int/Div

Trust #4 (ncludes 157-180)

Schwab Money Market Fund — Int/Div

Vanguard Bond Index Mutual Fund — Int/Div

Vanguard Intermediate Treasury Mutual Fund — Int/Div

Harbor Intemational Mutual Fund — Int/Div

Pimco Total Return — Int/Div

Rydex Juno Fund — None — Sell

DFA US Micro Cap — Int/Div

Pimco Commodity Fund — Int/Div

Cohen & Steers Realty — Int/Div — Buy

Dow Jones Basic Materials — Int/Div — Sell

Dow Jones Consumer Goods — Int/Div — Sell

Dow Jones Energy Sector — Int/Div — Sell

Dow Jones Financial Sector — Int/Div — Sell

Dow Jones Financial Services — None — Sell

Dow Jones Telecom — Int/Div — Sell

Goldman Sachs Natural Resources — Int/Div — Buy

Ishares Emerging Markets — Int/Div — Buy

Ishares Emerging Markets — Buy

Ishares Global Energy — Int/Div — Buy

MSCI Brazil Index — Int/Div — Buy

Goldman Sachs Networking — None — Sell

Goldman Sachs Software — Int/Div

Oppenheimer Real Estate — Int/Div

MSCI Japan Index Fund — None — Sell

Charles Schwab SEP-IRA #1 (includes 182-185)

Schwab Money Market Fund — Int/Div

Gateway Mutual Fund — Int/Div

Harbor Capital Appreciation Mutual Fund — Int/Div

Profunds US Govt — Int/Div — Buy

Charles Schwab IRA Rollover #2 (includes 187-197)

Schwab Money Market Fund — Int/Div

Pimco Total Return Mutual Fund — Int/Div

Pimco Foreign Bond Mutual Fund — Int/Div

Gateway Mutual Fund — Int/Div

Harbor Capital Appreciation Mutual Fund — Int/Div

Tweedy Browne Global Value Mutual Fund — Int/Div

Dow Jones Consumer Goods — Int/Div — Sell

Dow Jones Basic Materials (see Part VIIL) — Int/Div — Sell

Goldman Sachs Natural Resources — None — Buy

Goldman Sachs Natural Resources — Sell

Profunds Ultra Energy — None — Buy

Charles Schwab IRA #2 (includes 199-206)

Schwab Money Market Fund — Int/Div

Pimco Total Return Fund — Int/Div

Managers Fremont US Micro Cap Mutual Fund — None

Gateway Mutual Fund — Int/Div

Tweedy Browne Global Value Mutual Fund — Int/Div

Meridian Value — Int/Div

Profunds US Govt — Int/Div — Buy

Oppenheimer Real Asset — Int/Div

401k-Transamerica — None

Lexington Corp. Properties Trust (REIT) — Int/Div

JP Morgan Chase (formerly Bank One) — Interest

Member, Executive Board, Southern Methodist University Dedman School of Law

Board Member, Treasurer, International Womens Forum - Dallas

Past President, Executive Committee, Patrick Higginbotham Inn of Court

Trustee, The Center for American and International Law

Trustee, Trust #1 (Dallas, Texas)(Income and Principal Beneficiary)

Secretary, Federal Trial Judges Conference, Judicial Division of the American Bar Association

Spouse's income — ABA — Key Biscayne, FL, January 7-8, ABA Section Winter Meeting (meals, hotel, transportation)

Spouse's income — ABA — Salt Lake City, UT, February 12-13, ABA Midyear Meeting (meals, hotel, transportation)

Spouse's income — ABA — Washington, DC, March 10-13, ABA Bankruptcy Meeting (meals, hotel, transportation)

Spouse's income — ABA — Newport Beach, CA, April 14-17, ABA Judicial Division Meeting (meals, hotel, transportation)

Spouse's income — ABA — Washington, DC, April 25-27, ABA SCFJI Meeting (meals, hotel, transportation)

Spouse's income — ABA — Quebec, Canada, June 22-25, ABA Section Spring Meeting (hotel, meals, transportation)

Spouse's income — ABA — Chicago, IL, August 3-8, ABA Annual Meeting (hotel, meals, transportation)

Spouse's income — ABA — Chicago, IL, September 23-24, ABA Section Fall Meeting (hotel, meals, transportation)

Spouse's income — ACTL — Dana Point, CA, November 17-20, ACTL Ad Hoc Committee on Relationship with Judiciary (hotel, meals, transportation)

VII. Investments and Trusts

194. - Dow Jones Basic Materials - this entry was inadvertently deleted on the 2004 Financial Disclosure.

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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