Barbara Smith Evans

2017Initial

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What was filed

  • 165

    investments

  • 6

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 8

    income

  • 3

    spouse income

Named parties

  • SWS Family LLC
  • JKS Resources LLC
  • Holsum, Inc
  • J. Kenneth and Alice Smith Family Foundation
  • Almunza of New Mexico
  • Historical Foundation of Southeastern New Mexico
  • Atwood Malone Tumer and Sabin PA (salary)
  • Holsom, Inc. (Dmrector’s Fee)
  • Holsom, Inc. {Director's Fee)
  • Holsom, Inc. (Director's Fee)

As filed

PIONEER BANK (CASH) — Interest — Exempt

NY LIFE INSURANCE (WHOLE) — Interest

HOLSUM., INC — istnbution

SWS FAMILY LLC — Rovalty

JKS RESOURCES LLC — Distribution

IRA #1 (H)

SPDR S&P S00 ETF (SPY) — Int/Div

VANGUARD TOT STOCK MKT INDX ADM (VTSAX) — Int/Div

IRA #2 (H)

INVESCO (QQ TRUST (QQQ) — Int/Div

ISHARES MSCI EAFE ETF (EFA) — Int/Div

SPDR S&P S00 ETF (SPY) — Int/Div

ZEO STRATEGIC INCM FD 1 (ZEOIX) — Int/Div

THORNBURG BETTER WORLD (TBWIX) — Int/Div

TRUST ACCT £1 (H)

SCHWAB ONE CASH ACCOUNT (CASH) — Interest

FASTENAL CO (FAST) — Int/Div

ARK WEB X.0ETF (ARKW) — Int/Div

ISHARES GOLD ETF (1A) — None

ISHARES S&P 100 ETF (OEF) — Int/Div

SEGALL BRYANT & HAMILL PLUS BD FD RETAIL (WTIBX) — Int/Div

PIMCO SHORT TRM INSTL (PTSHX) — Int/Div

THORNBURG STRATEGIC INC FD (TSX) — Int/Div

VANGUARD SHRT TRM BD INDX FD ADM (VBIRX) — Int/Div

COHEN & STEERS REALTY SHS {CSRSX) — Int/Div

LEUTHOLD CORE INVEST FD RETAIL (LCORX) — None

MATTHEWS ASIAN GRWTH & INC FD INV (MACSX) — Int/Div

OAKMARK EQ & INC FD INV (OAKBX) — Int/Div

POPLAR FOREST PARTNERS INST {IPFPX) — Int/Div

THORNBURG BETTER WORLD INTL (TBWIX) — Int/Div

TWEEDY BROWNE GLOBAL VAL FD {TBGVX) — Int/Div

VANGUARD TOT INTL STK INDX ADM (VTIAX) — Int/Div

VANGUARD TOT STOCK MKT INDX FD ADM IVISAX) — Int/Div

TRUST ACCT 22H)

SCHWAB ONE CASH ACCOUNT (CASH) — Int/Div

ARK WEB X.0 ETF (ARKW) — Int/Div

TEMPLETON GLOBAL BD FD A {TPINX) — Int/Div

THORNBURG STRATEGIC INCOME FD HTS) — Int/Div

ZEO SHORT DURATION INC FD (ZEOIX) — Int/Div

AMG YACKTMAN FD HIYACKX) — Int/Div

BUFFALO DISCOVERY FD (BUFTX) — Int/Div

COHEN & STEERS REALTY SHS (CSRSX) — Int/Div

LEUTHOLD CORE INV FD RET {(LCORX) — None

OAKMARK EQ & INC FD INV (OAKBX) — Int/Div

OPPENHEIMER DEV MKTS FD CL A {ODMAX) — Int/Div

PAYDEN EQ INC FD INV (PYV12Z) — Int/Div

POPLAR FOREST PARTNRS INST (IPFPX) — Int/Div

THORNBURG BETTER WORLD INTL (TBWIX) — Int/Div

TWEEDY BROWNE GLBL VAL FD (TBGVX) — Int/Div

VANG TOT INTL STK INDX ADM (VTIAX) — Int/Div

VANG S00 INDX FD INV SHS (VFINX) — Int/Div

TRLSTACCT #3 (H)

SCHWAB ONE CASH ACCT (CASH) — Interest

BERKSHIRE HATHAWAY (BRKB) — None

ARK WEB X.0ETF (ARKW) — Int/Div

STATOIL ASA ADR (STO) — Int/Div

ISHARES MSCI1 EAFE ETF (EFA) — Int/Div

VANGUARD TOTAL STOCK MKT ETF wvThH — Int/Div

VANGUARD TOTAL WORLD STOCK ETF(VT) — Int/Div

LEUTHOLD CORE INV FD RET (LCORX) — None

TEMPLETON GLOBAL BOND FD A (TPICZ) — Int/Div

THORNBURG STRATEGIC INCFD (TSX) — Int/Div

ZEO STRATEGIC INCM FD 1 {ZEOIX) — Int/Div

MATTHEWS ASIAN GROWTH & INC FD 1 (MACSX) — Int/Div

OAKMARK EQUITY & INCOME FD {OAKBX) — Int/Div

OPPENHEIMER DEV MKTS FD A {ODMAX) — Int/Div

PAYDEN EQUITY INCOME FD {PYVIZ) — Int/Div

POPLAR FOREST PARTNERS L(IPFPX) — Int/Div

THORNBURG BETTER WORLD (TBWIX) — Int/Div

TWEEDY BROWNE GLOBAL VAL FD (TBGVX) — Int/Div

VANGUARD S00 INDEX FD HL {VFINX) — Int/Div

TRUST ACCT #4 (H)

SCHWAB ONE CASH ACCT (CASH) — Interest

ARK WEB X0ETF (ARKW) — Int/Div

TEMPLETON GLOBAL BOND FUND CL A (TPINX) — Int/Div

ZEO STRATEGIC INCM FD 1 (ZEOIX) — Int/Div

COHEN & STEERS REALTY SHS (CSRSX) — Int/Div

LEUTHOLD CORE INVESTMENT FD RET (LCORX) — None

OAKMARK EQUITY & INCOME FD INV {OAKBX) — Int/Div

OPPENHEIMER DEVELOPING MKTS FD CL A(ODMAX) — Int/Div

PAYDEN EQUITY INCOME FD (PYVIZ) — Int/Div

POPLAR FOREST PARTNERS CL INST (IPFPX) — Int/Div

VANGUARD EXTENDED MARKET INDEX FD INV SHRS (VEXMX) — Int/Div

VANGUARD TOTAL INTL STK INDEX ADM (VTIAX) — Int/Div

VANGUARD 500 INDEX FD INDEX FD INV SHS (VFINX) — Int/Div

TRUST ACCT #5(H)

SCHWAB ONE CASH ACCOUNT (CASH) — Interest

BERKSHIRE HATHAWAY (BRKB) — None

ENERGY SELECT SECTOR SPDR (XLE) — Int/Div

SEGALL BRYANT & HAMILL PLUS BD RET (WTIBX) — Int/Div

ISHARES MSCI PACIFIC EX JAP (EPP) — Int/Div

PIMCO SHORT TERM INSTL (PTSHX) — Int/Div

COHEN & STEERS REALTY SHS {CSRSX) — Int/Div

LEUTHOLD CORE INVESTMENT (LCORX) — None

THORNBURG BETTER WORLD INTL (TBWIX) — Int/Div

POPLAR FOREST PARTNERS CL INST {IPFPX) — Int/Div

VANGUARD EXTENDED MARKET INDEX FD INV SHRS (VEXMX) — Int/Div

VANGUARD TOTAL STOCK MKT IDX FD ADM (VTSAX) — Int/Div

ISHARES GOLD ETF (1A) — None

VANGUARD TOTAL BOND MKT (BND) — Int/Div

BROKERAGE ACCT #1 (H)

CHARLES SCHWAB BANK SWEEP (CASH) — Interest

SCHWAB VALUE ADVANTAGE (ISWVXXHCASH) — Int/Div

BROKERAGE ACCT #2 (H)

SCHWAB ONE CASH ACCT (CASH) — Interest

HOME DEPOT INC 2.25% 18 (437076BB7) — Int/Div

HCA INC. (404119BM0) — Int/Div

PPG INDUSTRIES. 2.3%19 (693506BH9) — None

MYLAN NV 3.75%20F (62854AALS) — Int/Div

KRAFT HEINZ FOODS 3.5%22 (SODTTLAJS) — None

STIJUDE MEDICAL 3.25%23 (790849A)2) — None

NM ST SEVERANCE 2.25% 19 TAX SPL (647310Y54) — Int/Div

BERNALILLO CNTY N 4.2%22 GO UTX (ORS2TSYM I) — Int/Div

RIO RANCHO NM PSD 4%19 GO UTX (1671 71IL6) — Int/Div

CLOVIS NM GRT 319 (18938 7C GH) — Int/Div

NM ST SEVERANCE 2.25%19 TAX SPL (647310Y96) — Int/Div

NM ST SEVERANCE TAX 4%20 (647310L58) — Int/Div

BELEN NM CNS SD #2 3%20 GO UTX (0T75RINZS) — Int/Div

LAS CRUCES NM SD #2 5%25 (S17534RAD) — Int/Div

HOBBS NEW MEX 5%650 (41385PAGY) — Int/Div

ABBOTT LABORATORIES (ABT) — Int/Div

ALLIANCE DATA SYSTEM (ADS) — Int/Div

ASTRAZENECA PLC (AZN) — Int/Div

BCE INC (BCE) — Int/Div

CHINA MOBILE LTD (CHL) — Int/Div

EQUINOR (EQNR) — Int/Div

FIAT CHRYSLER AUTO (FCAU) — None

FORD MOTOR COMPANY (F) — Int/Div

HOME DEPOT (HD) — Int/Div

KONINKLUKE PHILIPS (PHG) — Int/Div

KANSAS CITY SOUTHERN (KSL) — Int/Div

PAYPAL HOLDINGS (PYPL) — None

SANOFI SPOND (S\NY) — Int/Div

SHIRE PLC (SHPG) — None

SALESFORCE.COM (CRM) — None

TENCENT HOLDINGS (TCEHY) — Int/Div

TEXAS CAPITAL BANCSHARES (TCBI) — None

TOTALS A(TOT) — Int/Div

UNITEDHEALTH GRP (UNH) — Int/Div

VOLKSWAGEN A GIVWAGY) — Int/Div

WELLS FARGO BK NA (WFO) — Int/Div

ISHARES CORE S&P S00 (1VV) — Int/Div

VANGUARD EXTENDED MARKET {(VXF) — Int/Div

VANGUARD TOTAL STOCK (VTH — Int/Div

ZEO STRATEGIC INCM FD 1 (ZEOIX) — Int/Div

AMG YACKTMAN FD HIYACKX) — Int/Div

BUFFALO DISCOVERY FUND (BUFTX) — Int/Div

LEUTHOLD CORE INVESTMENT FD RET (LCORX) — None

MATTHEWS ASIAN GROWTH & INC FD I(MACSX) — Int/Div

OAKMARK EQUITY & INCOME FD {OAKBX) — Int/Div

PARNASSLS ENDEAVOR FD LH PFPWX) — Int/Div

PAYDEN EQUITY INCOME FD 1 (PYVIZ) — Int/Div

POPLAR FOREST PARTNERS LHIPFPX) — Int/Div

THORNBURG BETTER WORLD (TBWIX) — Int/Div

THORNBURG INVT INCOME BLDR FD CL L(TIBIX) — Int/Div

TWEEDY BROWNE GLOBAL VAL FD (TBGVX) — Int/Div

VANGUARD DIV GROWTH FD INV SHS (VDIGX) — Int/Div

VANGUARD EURO STK INDEX FD ADM (VEUSX) — None

VANGUARD TOTAL INTL STK IDX ADM (VTIAX) — Int/Div

ISHARES CORE HIGH DIV ETF (HDV) — Int/Div

MAGELLAN MIDSTREAM PLP (MMP) — Int/Div

VANGUARD TOTAL INTERNTL (VXUS) — Int/Div

WEYERHAEUSER COMWY) — Int/Div

401K ACCT #1 (H)

AMERICAN FUNDS 2040 TARGET DATE FUND R4 (RDGTX) — Int/Div

Board Member, SWS Family LLC

Board Member, JKS Resources LLC

Board Member, Executive Committee member, Holsum, Inc

Vice President, J. Kenneth and Alice Smith Family Foundation

President. Board of Directors, Almunza of New Mexico

Board Member (former), Historical Foundation of Southeastern New Mexico

Income — 2019 — Atwood Malone Tumer and Sabin PA (salary) — S11.980.00

Income — 2018 — Atwood Malone Tumer and Sabin PA (salary) — S40.902.70

Income — 2017 — Atwood Malone Tumer and Sabin PA (salary) — $55,759.32

Income — 2016 — Atwood Malone Tumer and Sabin PA (salary) — $55,759.32

Income — 2019 — Holsom, Inc. (Dmrector’s Fee) — $2,500.00)

Income — 2018 — Holsom, Inc. {Director's Fee) — S7.000.00

Income — 2017 — Holsom, Inc. {Director's Fee) — SK.000.00

Income — 2016 — Holsom, Inc. (Director's Fee) — S$7.500.00

Spouse's income — 2019 — Atwood Malone Tumer and Sabin PA (salary)

Spouse's income — 2008 — Atwood Malone Tumer and Sabin PA (salary)

Spouse's income — 2007 — Atwood Malone Tumer and Sabin PA (salary)

Part I, Ime 6: The primary purpose of this business is agricultural. My role involves monitoring the acquisition of new farming properties, reviewing milk

production, and some personnel issues,

Part VII, line 4: Valuation of this item is based upon the estimated value of real estate. A more precise valuation is not available,

Part VII, line 5: Valuation of this item is based upon the estimated value of gas and oil investments. A more precise valuation is not available.

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

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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