# Barbara Smith Evans

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32604

## Record

- **Judge:** Barbara Smith Evans
- **Year:** 2020
- **Pages:** 17

## Text

Individual Assets (H)
Pioneer Bank (cash) — None
NY Life Insurance (whole) — None
Holsum, Inc — Distribution
SWS Family, LLC — Distribution
JKS Resources, LLC — None
Trust #7 (income beneficiary) (X) — Distribution
Account #1 (H)
Charles Schwab Bank Sweep (cash) (X) — Interest
Invesco QQQ Trust (QQQ) — Dividend
iShares MSCI EAFE ETF (EFA) — Dividend
SPDR S&P 500 ETF (SPY) — Dividend
Zeo Strategic Income Fd I (ZEOIX) — Dividend — Sold
Thornburg Better World I (TBWIX) — Dividend
Account #2 (H)
SPDR S&P 500 ETF (SPY) — Dividend
Vanguard Total Stock Mkt Indx Adm (VTSAX) — Dividend
Account #3 (H)
American Funds 2040 Target Date Fund R4 (RDGTX) — Dividend
Account #4 (H)
Ark Next Generation Internet ETF (ARKW) (was Ark Web X.0 ETF) — Dividend — Buy (add'l)
Ark Next Generation Internet ETF (ARKW) (was Ark Web X.0 ETF) — Sold (part)
iShares Gold ETF (IAU) — None
iShares S&P 100 ETF (OEF) — Dividend
PIMCO Short Term Instl (PTSHX) — Dividend
Thornburg Strategic Inc Fd I (TSIIX) — Dividend
American Century Focused Dynamic Gwth I (ACFSX) — Dividend — Buy (add'l)
Doubleline Colony Real Estate & Incm I (DBRIX) — Dividend
Harding Loevner Intl EQT Y Port Inst (HLMIX) — Dividend — Buy
Lord Abbett Developing Growth I (LADYX) — Dividend — Buy
Matthews Asian Grwth & Inc Fd Inv (MACSX) — Dividend
Oakmark Eq & Inc Fd Inv (OAKBX) — None — Sold
Saturna Sustainable Equity (SEEFX) — Dividend — Buy
Thornburg Better World Intl I (TBWIX) — Dividend — Sold (part)
Tweedy Browne Global Value Fd (TBGVX) — None — Sold
Vanguard Total Intl Stock Index Adm (VTIAX) — Dividend
Vanguard Total Stock Mkt Indx Fd Adm (VTSAX) — Dividend
Account #5 (H)
Ark Next Generation Internet ETF (ARKW) (was Ark Web X.0 ETF) — Dividend — Buy (add'l)
Thornburg Strategic Inc Fd I (TSIIX) — Dividend
Zeo Short Duration Inc Fd I (ZEOIX) — Dividend
American Century Focused Dynamic Gwth I (ACFSX) — Dividend — Sold (part)
American Century Focused Dynamic Gwth I (ACFSX) — Sold (part)
AMG Yacktman Fd I (YACKX) — None — Sold
Buffalo Discovery Fund (BUITX) — Dividend
Doubleline Colony Real Estate & Incm I (DBRIX) — Dividend
Harding Loevner Intl EQT Y Port Inst (HLMIX) — Dividend — Buy
Lord Abbett Developing Growth I (LADYX) — Dividend — Buy
Oakmark Eq & Inc Fd Inv (OAKBX) — None — Sold
Payden Eq Inc Fd Inv (PYVIZ) — Dividend
Saturna Sustainable Equity (SEEFX) — Dividend — Buy
Thornburg Better World Intl I (TBWIX) — Dividend — Buy (add'l)
Tweedy Browne Global Value Fd (TBGVX) — None — Sold
Vang Emrg Mkts Stk Index FD ADM Shrs (VEMAX) — Dividend
Vang Extended Market Index FD ADM Shrs (VEXAX) — Dividend
Vanguard Total Intl Stock Index Adm (VTIAX) — Dividend
Vang 500 Indx FD Admiral Shrs (VFIAX) — Dividend
Account #6 (H)
Schwab One Cash Acct (cash) — None
Berkshire Hathaway (BRKB) — None
Ark Next Generation Internet ETF (ARKW) (was Ark Web X.0 ETF) — Dividend — Buy (add'l)
Vanguard Total Stock Mkt ETF (VTI) — Dividend — Buy (add'l)
Vanguard Total World Stock ETF (VT) — Dividend
Thornburg Strategic Inc Fd I (TSIIX) — Dividend — Buy (add'l)
Zeo Strategic Income Fd I (ZEOIX) — Dividend
American Century Focused Dynamic Gwth I (ACFSX) — Dividend
Harding Loevner Intl EQT Y Port Inst (HLMIX) — Dividend — Buy
Lord Abbett Developing Growth I (LADYX) — Dividend — Buy
Oakmark Eq & Inc Fd Inv (OAKBX) — None — Sold
Payden Eq Inc Fd Inv (PYVIZ) — Dividend — Sold
Saturna Sustainable Equity (SEEFX) — Dividend — Buy
Thornburg Better World Intl I (TBWIX) — Dividend
Tweedy Browne Global Value Fd (TBGVX) — None — Sold
Vanguard Emrg Mkts Stk Index Fd Adm Shrs (VEMAX) — Dividend — Sold
Vanguard 500 Index FD Admiral Shrs (VFIAX) — Dividend
Account #7 (H)
Ark Next Generation Internet ETF (ARKW) (was Ark Web X.0 ETF) — None — Buy (add'l)
Ark Next Generation Internet ETF (ARKW) (was Ark Web X.0 ETF) — Sold (part)
Zeo Strategic Income Fd I (ZEOIX) — Dividend
American Century Focused Dynamic Gwth I (ACFSX) — None — Sold (part)
Buffalo Discovery Fund Inst (BUITX) — None
Doubleline Colony Real Estate & Incm I (DBRIX) — Dividend
Lord Abbett Developing Growth I (LADYX) — None — Buy
Oakmark Eq & Inc Fd Inv (OAKBX) — None — Sold
Payden Eq Inc Fd Inv (PYVIZ) — Dividend
Vanguard Emrg Mkts Stk Index Fd Adm Shrs (VEMAX) — Dividend
Vanguard Extended Mkt Index Fd Adm Shrs (VEXAX) — Dividend
Vanguard Total Intl Stk Index Adm (VTIAX) — Dividend
Vanguard 500 Index FD Admiral Shrs (VFIAX) — Dividend
Account #8 (H)
Schwab One Cash Acct (cash) — Interest
Berkshire Hathaway (BRKB) — None — Sold (part)
PIMCO Short Term Instl (PTSHX) — Dividend — Sold
Thornburg Better World Intl I (TBWIX) — Dividend
Vanguard Extended Market Index FD Adm Shrs (VEXAX) — Dividend — Sold (part)
Vanguard Total Stock Mkt Index Fd Adm (VTSAX) — Dividend
Account #9 (H)
Invesco QQQ Trust (QQQ) — Dividend — Buy
iShares MSCI EAFE ETF (EFA) — Dividend — Buy
SPDR S&P 500 ETF (SPY) — Dividend — Buy
Schwab MarketTrack Growth (SWHGX) — Dividend
Account #10 (H)
Charles Schwab Bank Sweep (cash) — Interest
Lord Abbett Developing Growth I (LADYX) — Dividend — Buy
Schwab Value Advantage (SWVXX) (cash) — Dividend — Sold (part)
Schwab Value Advantage (SWVXX) (cash) — Sold (part)
Schwab Value Advantage (SWVXX) (cash) — Sold
Account #11 (H)
Schwab One Cash Acct (cash) — Interest
Mylan NV 3.75%20F (62854AAL8) — None — Merged (with line 112)
Kraft Heinz Foods 3.5%22 (50077LAJ5) — Interest — Redeemed
Viatris Inc 3.75% 20F (62854AAL8) — Interest — Redeemed
Synovous Finl Corp 3.125%22 (87161CAL9) — None — Buy
General Motors F 3.55%23 (37046ADM4) — Interest — Redeemed
Synovous Finl Corp (87161CAK1) — Interest — Buy
Synovous Finl Corp (87161CAK1) — Redeemed
JP Morgan Chase & 2.5%26 (48128GP79) — Interest
Block Finl LLC 3.875%30 (093662AH7) — None — Buy
Waste Management 2.95%24 (94106LBF5) — Interest — Buy
Waste Management 2.95%24 (94106LBF5) — Redeemed
NM St Severance Tax 4%20 (647310L58) — Interest — Redeemed
Belen NM CNS Sd #2 3%20 Go UTX (077581NZ5) — Interest — Redeemed
Las Cruces NM Sd #2 5%25 (517534RA3) — Interest — Redeemed
Farmington NM Ho 5.25%27 (311428BN5) — Interest — Buy
Farmington NM Ho 5.25%27 (311428BN5) — Redeemed
Hobbs New Mex 5%50 (43385PAG4) — Interest
Abbott Laboratories (ABT) — Dividend
Astrazeneca PLC (AZN) — Dividend
Carlisle Co (CSL) — Dividend
Citrix Systems Inc (CTXS) — Dividend — Buy
Equinor (EQNR) — Dividend — Sold
Fedex Corp (FDX) — Dividend — Sold
Home Depot (HD) — Dividend
Koninklijke Philips (PHG) — None
Lam Research Corp (LRCX) — Dividend — Buy
Logitech Intl S A (LOGI) — Dividend — Buy
Logitech Intl S A (LOGI) — Sold (part)
Mastercard Inc Cl A (MA) — Dividend — Buy
Nextera Energy Inc (NEE) — Dividend
Nike Inc Cl B (NKE) — Dividend — Buy
Paypal Holdings (PYPL) — None — Sold (part)
Paypal Holdings (PYPL) — Sold (part)
Salesforce.com (CRM) — None
SS&C Technologs Hldg (SSNC) — Dividend
Starbucks Corp (SBUX) — None — Buy
Stoneco Ltd Cl A (STNE) — None — Buy
Tenecent Holdings (TCEHY) — Dividend
Texas Capital Bancshares (TCBI) — None — Sold
Total S A (TOT) — Dividend — Sold
UnitedHealth Group (UNH) — Dividend
Volkswagen A G (VWAGY) — None — Sold
Direxion Connected Consumer ETF (CCON) — Dividend — Buy
Ishares Core S&P 500 (IVV) — Dividend
Vanguard Extended Market (VXF) — Dividend
Vanguard Total Stock (VTI) — Dividend
American Beacon Sound Po Int Flrtin Y (SPFYX) — Dividend — Buy
Doubline Total Return Bond I (DBLTX) — Dividend — Buy
Thornburg Strategic Income I (TSIIX) — Dividend — Buy
Zeo Strategic Income Fd I (ZEOIX) — Dividend — Buy (add'l)
AMG Yacktman Fd I (YACKX) — None — Sold
Buffalo Discovery Fund (BUITX) — Dividend
Harding Loevner Intl Equity Port Inst (HLMIX) — Dividend — Buy
Matthews Asia Growth & Inc Fd I (MACSX) — Dividend
Oakmark Equity & Income Fd I (OAKBX) — None — Sold
Parnassus Endeavor Fd I (PFPWX) — Dividend
Payden Equity Income Fd I (PYVIZ) — Dividend
Saturna Sustainable Equity (SEEFX) — Dividend — Buy
Thornburg Better World Intl I (TBWIX) — Dividend
Thornburg Invt Income Bldr Fd Cl I (TIBIX) — Dividend
Tweedy Browne Global Value Fd (TBGVX) — None — Sold
Vanguard Div Growth Fd Inv Shs (VDIGX) — Dividend
Vanguard Total Intl Stock Index Adm (VTIAX) — Dividend
Trustee, Trust #1 (reportable assets are included in Part VII)
Trustee, Trust #2 (reportable assets are included in Part VII)
Trustee, Trust #3 (reportable assets are included in Part VII)
Trustee, Trust #4 (reportable assets are included in Part VII)
Trustee, Trust #5 (reportable assets are included in Part VII)
Trustee, Trust #6 (reportable assets are included in Part VII)
Board Member, Executive Committee member, Holsum, Inc.
Board Member, SWS Family LLC
Board Member, JKS Resources LLC
Vice President, J. Kenneth and Alice Smith Family Foundation
President, Board of Directors, Alianza of New Mexico
Attorney Shareholder, Atwood Malone Turner and Sabin PA
Income — 2020 — Atwood Malone Turner and Sabin PA (salary) — $34,173.53
Income — 2020 — Holsom, Inc. (Director's Fee) — $6,500.00
Spouse's income — 2020 — Atwood Malone Turner and Sabin PA (salary)

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32604. Public record. Not legal advice.