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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

  • 194

    investments

  • 6

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 1

    income

  • 5

    spouse income

Named parties

  • FT
  • Shor
  • Executive Board, Southern Methodist University Dedman School of Law
  • Intemational Wountenis Forum - Dallas
  • Patrick Higginbotham Inn of Court
  • The Center for Amencan and Imermational Law
  • Trust #1 (Dallas, Texas (Income and Principal Beneficiary)
  • Federal Trial Judges Conference, Judicial Division of the American Bar Association
  • University of Houston
  • Asnenican College of Trial ) swyors
  • Holderoess Moot Court Craven
  • EE —————————————————————————————————
  • San Antonio, TX, February 5-8, ABA Mid-Year Meeting (meals, hotel, transportation)
  • Tempe, AZ, Apnl 14-15, ABA hdicial Division Spring Fanning Meet g (meals, lwotel, Tanspocation)
  • Santa Fe, NM, June 17-20, ABA Spring Leadership Meeting (meals, hotel, transportation)
  • Atlanta, OA, Augsut 5-7, ABA Annual Meeting (hotel, meals, ransportation)
  • Kohler, WL, September 30-Octabar 3, ABA Fall Leadership Meeting (betel, meals @nspartation)

As filed

Chiles Schwab Bokaage Ascoust #1 (ecules 2: 22!

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

ateway 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

NASDAQ Biotech Index — Buy

NASDAC! Biotech Index — Sell

Dow Jones Telecom — Int/Div

Goldman Sachs Natural Resources — Int/Div — Sale

Goldman Sachs Networking — None

oldman Sachs Software — Int/Div

Goldman Sachs Technology — Sale

MSCl Japan Index Fund — Int/Div

Ishares 1-3 Year Treasury Fund — Int/Div

Cohen & Steers Realty — Int/Div — Sell

Dow Jones Basic Materials Sector — Int/Div

Dow Jones Consumer Scrvice;* — Int/Div — Sell

Dow Jones Consumer Goods* — Int/Div

Dow Jones Energy Sector — Int/Div

Dow Jones Real Estate — Int/Div — Sale

Rydex Juno Fund — None — Buy

oldman Sachs Semiconductors — None — Buy

Pimeco Commodity Fund — Int/Div — Buy

Charles Schwab Brokerage Account #2 (inches 34- 67

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 — FT

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

Managers Fremont US Micro Cap Mutual Fundt* — None

Gateway Mutual Fund — Int/Div

Harbor Capital Appreciation Mutual Fund — Int/Div

Janus Balanced Mutual Fund — Int/Div

Vanguard Index Trust Mutual Furid — Int/Div

Tweedy Browne Global Value Mutual Fund — Int/Div

Mosaic Investors — Int/Div

Royce Low Priced Stock — Int/Div

Dow Jones Real Estate — Int/Div — Sell

Dow Jones Technology Sector — Buy

Dow Jones Technology Sector — Sell

Dow Jones Telecom — Int/Div

Cohen & Steers Realty — Int/Div — Sell

ishares 1-3 Year Treasury Fund — Int/Div

Dow Jones Basic Materials — Int/Div

Dow Jones Consumer Services* — Int/Div — Sell

Dow Jones Consumer Goods* — Int/Div

Dow Jones Energy Sector — Int/Div

Goldinan Sachs Networking — None

Goldman Sachs Software — Int/Div

MSCI Japan Fund — Int/Div

Goldman Sachs Natural Resources — Int/Div — Sell

Goldman Sachs Semiconductor — Int/Div — Buy

Goldman Sachs Semiconductor — Sale

Goldman Sachs Semiconductor — Buy

NASDAQ Biotech Fund — Buy

NASDAQ Biotech Fund — Sell

Rydex Juno Fund — None — Buy

Pimco Commodity Fund — Int/Div — Buy

Charles Schwab Brokerage Account #3 (include 69)

Schwab Tax Exempt Money Market — Int/Div

Charles Schwab Brokerage Account #4 (include 71)

Schwab Money Market — Int/Div

Charles Schwab IRA Rollover #1 (includes 73-87)

Schwab Money Market — Int/Div

Meridian Value — Int/Div

TCW Galileo Value — Int/Div

Thompson Plumb Growth — Diwvdend

Oppenheimer Real Asset — Int/Div

Dow Jones Energy Sector — Int/Div

Dow Jones Financial Sector — Int/Div

Dow Jones Financial Services — Int/Div

Goldman Sachs Natural Resources — Int/Div — Sell

Goldman Sachs Networking — None

Dow Jones Basic Materials — Int/Div — Buy

Dow Jones Basic Materials — Int/Div — Buy

Dow Jones Consumer Goods — Int/Div — Buy

Dow Jones Consumer Services — Int/Div — Buy

Dow Jones Consumer Services — Int/Div — Sell

Charles Schwab IRA #1 (includes 89-95)

Schwab Money Market — Int/Div

Pimco Tota! Return 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

Mendian Value — Int/Div

Oppenheimer Real Asset — Int/Div

Trust #1 includes 97-104)

Schwab Tax Exempt Money Market — Int/Div

Vaneuant intermsdiore Maaicipal Bout Mol — Int/Div

Managers Fremont US Micro Cap Mutual Fimd* — None

Galewzy Mutua) Fund — Int/Div

Tweedy Browne Global Value Mutual Fund — Int/Div

P&PProperty 88 — Distribution

PLM Equipment Growth Fund — Distribution

Pioneer Natural Resources — None

Trust #2 (includes 106-120]

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

Menidian Value — Int/Div

TCW Galileo Value — None

Thompson Plumb Growth — Int/Div

P&P Property 88 — Distribution

PLM Equipment Growth Fund — Distribution

Royce Low Priced Stock — Int/Div

Pionecer Natural Resources — Royalty

Trust #3 (includes 122-146)

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 — Buy

DFA US Micro Cap Fund — Int/Div — Buy

Oppenheimer Real Asset — Int/Div

MSCI Japan Index Fund — Int/Div

Cohen & Steers Realty — Int/Div — Sell

Dow Jones Basic Materials — Int/Div

Dow Jones Consumer Services* — Int/Div — Sell

Dow Jones Consumer Goods* — Int/Div

Dow Jones Energy Sector — Int/Div

Dow Jones Financial Sector — Int/Div

Dow Jones Financial Services — Int/Div

Dow Jones Real Estate — Int/Div — Sell

Dow Jones Telecom — Int/Div

Goldman Sachs Natural Resources — Int/Div — Sell

Goldman Sachs Semiconductor — Sell

NASDAC) Biotech Index — Buy

NASDAQ Biotech Index — Sell

Goldman Sachs Networking — None

Coldman Sachs Software — Int/Div

Goldman Sachs Technology — Sell

Trust #4 (includes 148-173)

Schwab Moncy Market Fund — Int/Div

Vanguard Bond Index Mutual Fund — Int/Div

Vaguard Inermediate Treasury Mutual Fund — Int/Div

Harabor Intemational Mutual Fund — Int/Div

Pimco Total Retum — Int/Div

Rydex Juno Fund — None — Buy

DFA US Micro Cap — Int/Div — Buy

Pimco Commodity Fund — Int/Div — Buy

Cohen & Sicers Realty — Int/Div — Sell

Dow Jones Basic Materials — Int/Div — Buy

Dow Jones Consumer Services* — Int/Div — Sell

Dow Jones Consumer Goods* — Int/Div

Dow Jones Energy Sector — Int/Div

Dow Jones Real Estate — Int/Div — Sell

Dow Jones Telecom — Int/Div

Goldman Sachs Natural Resources — Int/Div — Sell

Goldman Sachs Semiconductor — Sell

NASDAC Biotech Index — Buy

NASDAQ Biotech Index — Sell

Goldman Sachs Networking — None

Goldman Sachs Software — Int/Div

Goldman Sachs Technology — Sell

Oppenheimer Real Asset — Int/Div

MSCI Japan Index Fund — Int/Div

Charles Schwab SEP-IRA #1 (includes 175-177)

Schwab Money Market Fund — Int/Div

Gateway Mutual Fund — Int/Div

Harbor Capital Appreciation Mutual Fund — Int/Div

Charles Schwab IRA Rollover #2 (includes 179-185)

Schwab Money Market Fund — Int/Div

Pimco Total Return Mutual Fund — Int/Div

Pimco Foreign Bond Mutual Fond — 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

Charles Schwab IRA #2 includes 187-192)

Schwab Moncy Market Fund — Int/Div

Pimco Total Return Fund — Int/Div

Managers Fremont US Micro Cap Mutual Fund* — None

ateway Mutual Fund — Int/Div

Tweedy Browne Global Value Mutual Fund — Int/Div

Meridian Value — Int/Div

Rental Property #1, Dallas, TX — Sell — Shor

401k-Transamerica — None

Lexington Corp. Properties Trust (REIT — Int/Div

JP Morgan Chase (formerly Bank One) — Interest

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

Board Member. Treasurer, Intemational Wountenis Forum - Dallas

7 Past President, Executive Commitice, Patrick Higginbotham Inn of Court

Tne, The Center for Amencan and Imermational Law

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

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

Reimbursement — University of Houston — Galveston, TX, October 7-8, Panelist, Houston Intellectual Property Law Association

Reimbursement — Asnenican College of Trial ) swyors — San A onio, 1X, April 23, American College of Trial Lawyers, Texas State Mocting (meals, hotel, Laaspostation)

Reimbursement — Holderoess Moot Court Craven — Chapel Hill, NC, February 27.29, J. Braxton Jr. Memerial Moot Cowst Coinpetition (meals, 1 ic], bangpoetauion)

Income — 1: — EE ————————————————————————————————— — LEE Se acho

Spouse's income — ABA — San Antonio, TX, February 5-8, ABA Mid-Year Meeting (meals, hotel, transportation)

Spouse's income — ABA — Tempe, AZ, Apnl 14-15, ABA hdicial Division Spring Fanning Meet g (meals, lwotel, Tanspocation)

Spouse's income — ABA — Santa Fe, NM, June 17-20, ABA Spring Leadership Meeting (meals, hotel, transportation)

Spouse's income — ABA — Atlanta, OA, Augsut 5-7, ABA Annual Meeting (hotel, meals, ransportation)

Spouse's income — ABA — Kohler, WL, September 30-Octabar 3, ABA Fall Leadership Meeting (betel, meals @nspartation)

(Indisate pecz of Repu)

YL [avestoants and Trusts

Line 7: previously reported as Fremont US Micro Cap Mutua) Fund

EA -

Line 26: previously reparted as Dow Jones Consumer Cyclical

Line 27: previously sepaited as Dow fones Cansworr Non-Cyclical

Line 39: previously reported as Fremont US Micro Cop Mutal Fund

Line 54: previously reported as Oow Joacs Conswnes Cyclical

Linc 55: previously reported as Dow Jones Non Cyclicat

Linc 91: previously repeted as Fremont US Micro Cp Mutual Fund

Line 99: areviousdy reparted as remot US Micro Cap Mutal Fuod

Line 111: previously reported as Fremont US Micro Cap Mutual Fimd

Line 133: previoulsy reperted as Dow Jones Consumer Cyclical

Line 134: previously reported as Dow Jones Consumer Non-Cyclical

Live 158: previously sepoited as Dow Jones Consumer Cyclical

Line 159: previoisly iepoited as Dow Jones Consumer Non-Cyclical

Lime 185: previously repartad as Dow Jones Cnaammer Non-Cyclical

Line 189: previsusly reparted as Fremont US Micro Cap Mutya. Fund

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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