# Barbara Smith Evans

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/8196

## Record

- **Judge:** Barbara Smith Evans
- **Year:** 2017
- **Report type:** Initial
- **Pages:** 17

## Text

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.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8196. Public record. Not legal advice.
