U.S. D.C.-No. D istrict of Texas

4. Title (Anic.lc: m Judges indl e.alC active or senior saatU$;

e

11 8fl00S

6. R g Period

o-...... . ., g

1213112004

8. On lhc ba$:is ot thc information cont ained in this ·Report and any

c

- -·· - ' ...... .. ,. .. - c ' ... - . . - " ' . · , .... . . ,,, ; j

-

IMPORT ANT NOTES: The instructions accompanying this form m ust be followed. Complete all pans , dlec:king the NONE box for each pm you e

;.·.;.;_ - ,... "'l,'..i\" !":'·· Jma. "1"':'i-P; -"""·. .. ,i;.....!...·�.:,;1 , .. .; ...... _., ,;-•-<::f. .. .... · •

Executive Board. Southern Methodist University Dedman School of La w

Past Pn:sidmt. Execulive Committee Patrick Higginbol.ham Inn of Court:

Trust #I {03llas, Teaas)(Jncome and· Princ;pal Bencfic;:uy)

Federal Trial J uc!gos Confmooe, J uclicial Oivisioo o flhe Am<riean B ar A.uociation

p

PARTIES AND TERMS

CJ ;;;

........

r:

}:>

'

-

- t-··

FOR CALENDAR YEAR 2004

I. POSmONS.

AO-JO Rev. 1/2004

- FINANCIAL DISCLOSURE REPORT

t. Person Reporting (last name, First name, fiddle initial) 2. Court or Organization

Lynn, llarbjua M

S. RcportTypc (check approprialc type) m2gistr.11c judges indicate run- or part-time)

Report Required by the Ethics

in Goveron1e.nt Act of 1978

(S U.S.C.app.§§ 101-111)

3. DaceofR port

Dale 11112004 Acti"·c Federal Jud e ..

0 luitOl @ ........ 0 Flml

7. Oiamben or Office Address

1100Commcr cSL,Room IS72 modifications pertaining thereto, it is. in my opinion, in compliance with app1icabtc laws and regulations.

Dallas, TX 75242 Reviewing Officer Date

have no r portable information. s;gn on lase page.

(Rcponing;ndividual only; sec pp. 9-13 offiling instructions)

0 NONE - (No reportable pos;cions.} "

POsITJON NAMgOFORGA){JZADONIENlIJY I. Member

2. Boord Member. Treasurer International Womens Forum · Dallas

3.

4. Truslcc TheCenter for American and IntcmationaJ Law

s. Trusiee

6. Sccrcwy

II. AGREEMENTS. (Reportingindividualonly;scep . 14-16offilinginstructions)

fi2l NONE - (No repo'1>ble agreements.)

OAIE I.

C") .-..,.,o-(/):;,: c::> ::o::N>C") o.> -.,,.--2!.'.J "''

= = ;u m r-

(") m -

< m

0 0

0

l

SOURCE ANP me GROSS INCOME ()'oun.oot-�)

m

m

SOURCE AND WE

Michael P. Lynn P . C.

u

6 . ASA

San Antonio, TX, Febnwy 5-8, ABA Mid-Year Meeting (meals, hntcl, tramp<>ztation )

o

n

nl

Santa Fe, NM, June 1 7-20, ABA Spring Leadership Meeting (meals, hotel, transportation)

At1anta, GA. Augsut 5 -7 , ABA Annual Meetin g (ho1el, mea ls. uanspo-rta t ion)

' FINANCIAL DISCLOSURE REPORT

. -··-·-- --·· -··-··... ... ···- ·-···· · · ··· ... .. .

NamcofPmon Reporting

Lynn, B>rbar.i M

.. -·· ···-·"·--·· -··-_,.___. - .....

OateorRcpo11

1/1!12005

B. Spouse's Non .. Investment Income -Of you were married during any portion ofthe rq>Ortiog year, please complete this scctjoo. Dollara ount llOI required cxccplforhononria.) '

D NONE - (No reportable nnn-invcst cnl income.)

I. 2004

ill. NON-INVESTMENT INCOME. (Rcponing individua and spouse; sec w. 11-2• of filing instruc1ions)

A. Filer's Noo-Invcstme t Income

621 NONE - (No reponablc non-inV<Slmentincome.)

t.

N. REIMBURSEMENTS -transportation, lodging, food, cn1enainmcnt

(Includestl>osc to spouse and dcpendcnl children. Sec pp. 25-27 of instructions.)

0 NONE - (No s ch "!>Ortahlc reimbursements.)

SOl!RCE QESCR!PTIQN I. ABA

2. Holdcmess Moot Court Cn:vcn Chapel Hill, NC, Febnwy 27·29, J. Braxton Jr. Memorial Mool Court Competition (meals, h tel, 1nnSp0rta1ion)

3. ABA Tempe.AZ April 14-1 S, ABA Judicial Division Spring Planning Meeti g (meals,hotel, transportation)

4. American College of Trial Lawyers

5. ABA

SanA onio,TX, April 23, American CollegeofTrialLawyers, Texas State Meeting (meals, hotel,lranSpOrtation)

n

o

s

8. University of Houston Galveston, TX , Oc t ob er 7 -8. Panelist, Houston lntellcctuil Property I.aw l\S$ociation

' FINANCIAL DISCLOSURE REPORT

·· lransportation. lodging, f od, enlert>inmc:nl.

{ln�ludes those to spou e aod dependent cbf!drcn. Sec pp. 2S-27 of insU'uctions.)

0 NONE (Nosuch reporUblen:imbunemenlS.)·

SOURCE DESCRIYI!QN

NameofP....., Reporti g

Lynn, Barbara M

IV. REIMBURSEMENTS

Date of Report

11812005

7. ABA Kobler, WI, September 30.()ctober 3, ABA Fall l.c:ulenhipMeeting (hotel, meals,

transportation)

DESCRIPTION

I.

CREDITOR YALUE COP!i

• FINANCIAL DISCLOSURE REPORT Nameorrerson Reporting

Lynn, Buban M

V. GIFTS. (Includesthose to spouse •nd dep«1dent child.ren. See pp. 28-31 of in•tructions.)

0 NONE - (No such reportable gil\s.)

SOURCE

VI. LIABil.JTIES. (Includesthose of spouse and dependent chitdn:n. Sec pp. 32-34 of instructions.)

NONE - (No repo<W>Je liabilities.)

DESCJUP'DON J.

DateofReport

118/lOOS

Name o f Person Reportin g

Lynn, Barbru> M

A.

...... )

(No repOOabk ioooOk\ usc ts , or transactions)

I. Charles Schwab B· ro kerage Account Ill (includes 2-

2. -Schwa b Tax Exempt Money Market Fund

3. Scudder Municipal Bond Mutual f und

4 . - Vanguard Jntennediatc Te nn Municipal Bond

5 . -Pimco Foreign Bond Mutual Fund

6. -DFA US 6-10 Value Mutual Fund

7 . -Managers Fremont US Mi cro Cap Mutual Fund•

8 . -Gateway Mutual Fund

9. -Harbor Ca piml Appreciation Mutual Fund

1 0. -Janus Balanced t.iutual Fund

11. -Vanguard Index Trust Mutual Fund

12. -Tweedy Browne Global Valu e Mutual Fund

13. ·Mosaic Investors

14. ·Royce Low Priced Stock

1 5 . -NASDAQ Biol<Ch Index

1 6. -NASDAQ Biotech Index

17. -Dow Jones Telecom

18. -Ooldnwi Sachs Nat unl Resources

A B

Q R

r Scc C.olumn C2) ' U .,, Bool. \ ali.tt '

B. G toSS Y.llue a t end of

......,,,period ,..,.m.g period

(I) (2) (I ) (2)

A"""" Type Codd div. rent. or

mt.)

Dividend

E Dividend

D Dividend

A Divid end

c Dividend

None

A Dividend

A D ividend

A Djvidcnd

A Dividend

Divid end

A DivH!cnd

c Div idend

A Dividend

A Di vidend

• $ 1 ,0CU·S2 ,500

0 T

N

N T

J T

K T

l< T

L T

K T

K T

K T

K T

M T

M T

J T

K

c

s 1: -\. £suma.ted

D.

Date of RepOff

7181200 5

( I ) Jr not Utrt'fl( "'"""' ) disclosure: (2) (l) (4) (S)

Type (<. .. Value Gsill Muuh- Code2 Code I

"""" '· (J-P) (Mt) )

Buy 315 L

Sell 611 0 L

Sale 12/8 K

0 E

T

· -

··--_" ___ ·-·-·····-· - . ·-··· .. ... . .... .....

FINANCIAL DISCLOSURE.REPORT

Page 1of11

VII. INVESTMENTS and TRUSTS

ofAsstts (inclodiog"""

Pbee"(X)" afltr each asset cx.ctrf>f &omprior In

DNONE

32)

Mutual Fund

I. �-Codes: •SJ,OOOorlcu

(See Colwns Ill and 04) F •SSO,OOJ-$100.000 G

2. Value Codes: J •SIS.00001 K

(Stt Co!U11w Cl and 03) N • nso.ooo.ssoo.ooo 0

P.S • ns,000.001..sso.ooo..ooo

3. Value MethOO Cock' •Appni:s3.I

c. mc..ne duriog

(<.g. Value ValgcCod<2 Melhod

(A-H)

c

A

• SI00.001 ·Sl.000.00:0 = SIS.001.J.IO.OOO

... $S00,00l·Sl,ODO,OOO

-Co� CR"'' Esc1< OolyJ =

(l·P) Codel (Q-W)

T

T

•S2..501·SS,OOO

ro -s1.ooo.001..ss,ooo.ooo

L -SS0.001.$)00,000

Pl -S 1,000.00J-S.S,000,000

f'4 .. S>.iore o.n SS0.000.000

• Assessm::m

T r:ms:ietiom duritli rqiorting period

IA<e ldtclityof ...,.. .... ba-lcr

l)oy (ifpriw.ielr.mPCtioti)

D

• $5,00J·S IS,CX>O • SIS,001..S.S0,000

H:2 •More tm.n SS.000.000

M -s100.001.nso.ooo

P2 • SS.OOO,OOl·SlS.000.000

•CasblMlri;el

Name of Person Reporting

Lynn, Barom M

·.

A. •• c .

........ pcriod _.., period

( I) (2) (I) ( 2 )

Type tdi v, n:riL °'

fol) (Q-W)

19. -Goldman S achs Networking None K T

20. -Goldman Sachs Software A Dividend K T

21. -Oold ma n Sachs Technology

22. ·MSC! Japan Index Fund A Dividend M T

l 3 . ·Isharcs 1 ·3 YearTrca.sury Fund B Dividend L T

24. .Cohen & S teen Realty Dividend

25. -Dow Jones Buie Mi.tcria1s Sector A Dividend K T

26. - Do w Jones Consumer Services• A Dividend

27. - Dow Jones Consumer Goods • A Dividend 1 T

2 8 . -Dow Jones Enagy Sector A Dividend K T

29. -Dow Jones Real Emte A Dividend

J O . -Rydcx Juno FUnd None M T

31. -Goldman Sachs Semjconductors Nono M T

32. -Pimco Commodey Fund D Dividend M T

33. Ot.arlcs Schwab Brokerage AccoLWlt #2 (inchJdcs 34-67)

34 . -Schwab Tax Exempt Money Market c Dividend 0 T

35. -Scudder MunH:ipal Bend Mutual Ftmd D Di vidend N T

36. -Vanguard tntermcdiatcMuoi.cipal Bond Mutual D Dividend N T

A B c ... l?.SOt..SS,00()

(""° Colwm Cl ) u •Book Vahle " - o""' \\' ... Estimtttd

D.

Date of Report

71&12005

(1) lr aot CAempt unm ddcbswe

(l) (4) ( S)

VaJue o.m buy. se ll. Code2 Code 1 ........ (J·P) (A->Q

Sale 8111 K c

Sell 417 K c

Sell 816 J B

Sale •n J c "

Buy Siii M

Buy 11124 M

Buy 10/25 M

D E

-.�, -

'FINANCIAL DISCLOSURE.REPORT

Pboe "(X)" a Ocr cacb asset exempt Amo11:1:1t (C.JI. Volue Va ue from prior disc-JOMe Code I Codo2 Metbod

(A·H) (J·P) Code)

(2) Type (e.g. Date: Jdeu.tityot

hiondl - )'Crf&dltt Day (ifpri\'I

) ttaimetioll)

Page 2 ofll

Deseriplioa or AuelS ""°"� dmiQg Gtots ''»luc at mcf of

<"-'"'"'c""" """)

A

Fund

J• iJlc.x>czlciGain Codes: • Sl JX)(J or less -$1,0Ctl..sl.SOO

(S.. Colulllns Bl and D4) F • SS0,001-SIOO.OOO G c SIOO,OOl·Sl.000.0l?O H1 • S1.ooo.001...s.s.ooo.ooo

2. Vtbit C()()es: c-SIS.000 or less K • SIS,OOl·SS0,000 L --sso,001.sroo.ooo

(SttColiZ'!W Cl ind DJJ N s S25(J,OOO.S500.000 0 • SSOO,OOl·Si,000,000 Pl .,.. St,000.001-SS,OOO,OOO

Pl •$25,000.001-$50.000.000 P4 •SMorc llmi sso.000.000

Z. VaJ11e ��cdaod Code$ Q •A,,.,.;s.J It • Con (l<ttl - Only) s -AS»CS!lfall

T nnsKtioos dwUig""°""'period

-SS,OOl-SIS,000 .. SIS.001-SSO.OOO

R2 • Mc:rc: hn SS.000,000

M • SI00,001..$250,000

n • ss.000.001.$.25.000.000

T .. C.sbt'�iarket

N;imc of Person Reporti ng

L)'nn. narbara M

0 31¢ of Report

71812005

- income. value, tio:1$ fmd udes llio sc oftbe: spouse :ind depc:ndene child Ste pp . J4.S7 offi litlg ins1ruc:dons.)

A. •• c.

.,.nod '"'"""" period (1) (2) (1) (2) (1) JIDOteitCfll>C flt)md.isdOS W'C

(2) (J) (4 ) (S) vai.e VallilC o .;,,

Codcl Codc2 C<>do I i al.) ,,.,.,,.. ,_ (J· I') (A-II)

ml<n¢on)

3 7 . - Pimco Foreign Bond Mutual Fund A Dividend K T

38. -DFA US 6-IO V•lu e Mutual Fund c D ivid end K T

39. -Managers Fremon t US M icro Gap M utual Fundt• None K T

40. -Gateway Mutual Fund B Dividend T

41 . -Harbor C3pitaJ Appreciation Mutual fund A Dividend K T

42. - Jltlus Balanced Mutual Food Dividend K T

43. -Vanguard lndcJt Trust Murual Fund A Oividtnd K T

44. -Tweedy Browne Global Value Mutual Fund B Dividend M T

45. -Mosaic Investors A Dividend M T

46. - Ro yce Low Pri<Cd Stoel; c Dividend M T

47. -Dow Jones Real Estate A Dividen d LI 4f1 J c

48. -Dow Jones Technology Sec\Ot l/9 M

49. - Dow Jones Technology Sector s. n 816 M

s o . - Do w J ones TcJooom A Dividend J T

SI. -Cohen & Steen Realiy A Dividend Sell 4f1 L D

52. -lsb""" 1- 3 y..,. Treasu!y Fund B Dividend T

53. - Dow Jones Basic M als A Dividend K T

54 . Dow Joocs Consmner Services • Dividend Sell 816 l B

A .. S 1,000 or less. 8 c D 6

000

SM cm

0 r tohmm C1) u • B ook Valtt ,

. • Other v.• ., EstUn;i1;d

'"'

'FINANCIAL DISCLOSURE.REPORT

J.>age 3 of 11

VIL INVESTMENTS and TRUSTS

o.

Ocscriplicm of A$$e1S tnoome dwi&g Gross nluc t Clld of T nsactions during ttp0rting period

(iocluding trustasse:ts)

Place"(X)" after e:ich asset CJt.elTVC "'""""' T>t>< (e.g. v.i.. Type (e.g. Date: ldeClityoffiom prior disick>starc div. mu. or Codc2 Mdbod btry, seO. Moalb- bu)'cduOe:r

(A .fl) (J-P) Codcl Dey (ifpri,•a;e (Q-W) er.isaeOoin)

M

A

Buy

L

A

I. lncomr::/Gain c.odes: •SI .001 ·S'2.SOO • S2.S01-SS.OOO • SS.OOl-SIS,000 • s1 s.001.sso.ooo

(S..ColmmsBl and IM) F •SS0.001-$100.000 G -SIOO,OOl·SI .000.000 Jn -s1,ooo.001-ss,ooo.ooo m -MOtt -ss.000.000

2. Valot Co<k$; I •S!S.000or1c:ss K • SIS,OCll-$50, 000 L -s.so,001...sroo.ooo M •$100.001-SZSO,OOO

(SceCo1WU'tSCI •nd 03) N -s2so,000-ssoo. ooo 0 • SS00,001.$1, ,000 Pl ..s1,ooo.001-ss,ooo.ooo ,.,_ -ss.000.001-ns.ooo.ooo

Pl • s?S,000.001-�.ooo.ooo P4 .. tNn SS0,000,000

l. Va Melhod Codc:s _ _.,,.., R •Cost (Real Esw.lt Os:aly) s .. Asscs;inctlj T •C'.a tarl:t:t

-

N:ime of Person Reporting

Lynn . Batbara M

•• c.

.. riod ._:;og period

(I) (2) (I) (2 )

"""'""' 1)po Code I dh'. rml (It Codc l ..... bod ( A · II) U.. J

SS. -Dow J o nes Consumer Goods • A Dividend

56. .. oow Jones Eoergy Sector A Dividend K T

51. -Gokbnan Sachs Network in g None K T

58. -Goldman Sachs So ftware A Dividend K T

5 9. -MSCI Japa."' Fund A Dividend M T

60. -Ooldman Sachs Natural Resources A Dividend

6 1 . -Ooldman Sachs Semiconductor A D ivid<n d M T

62 . -Goldman Sad\$ Scmiccnductor

6 3. - G oldman Sachs Semi conductor

64 . ·NASDAQ Biokdl Fund

65. -NASDAQ Bio«<b Fund

66. -Rydex Juno Fund Nooe M T

67. -Pimco Commodity Fund 0 Dividend M T

68. Oiarles Schwab Broke12ge Account #3 \melude 69)

69. .schwab Tax Exempt Money Market B Divideod 0 T

70. Charles ScbY.11b Brokerage Accoun t 14 (include 7 1)

71. -Schwab Money Mart.et A Dmdcnd I T

72. Char les Schwab IRA Rollover # I ( irn:ludcs 73-87)

A •S 1 .000 01kn D .. s2.soo c r- G

o.

Da te of Rcporc

7181ZOOS

(I) Jf not C'.lmil( from WloSW'C

(2) (l) (4) (S) Value Gain

boy.«11. Month- Codc2 Codc l - O.y (A·ll)

Sell . 1218 K D

Buy 1/13 M

Parual Sale 4129 M c

Bu y 11124 L

Buy 3/ S L

Sell 6110 L

Buy Sill M

Buy l0/2S M

D 6

R s T

( Set Column C2 J u • Book V :a lur \' \V • Estimited

,, -(q.

(J·P) C00.3 (Q.W)

K T

-die. (J-P) (i(pd\'ltle

_,,,,,.,.,) tr2n$aetioa)

'FINANCIAL DISCLOSURE.REPORT

Page 4 ofll

A. l.nc:ome duriQg Oto:ss value al end of T"""""""dOOng<q>O<ring ,,.,;od DcscripOOo or"""'

(indiQna lrusl assets)

Pbce \X)" a.Iler e�cb U$ctC:XCf1lll V•lue Value Type (e.J. °''" ldeocityoffi'om prior di$1Ctoswe

-

I. I:ncomclGa.lnCodes; .. s1.001 • $2.SOl..SS.000 •SS,OOl·SIS,000 -s1s.001..sso.ooo

(S.0 """"'°' 8 I and D<) -SS0,001.$100,000 = SlOO,OOl·SJ.000. HJ •SJ.000.00J-$5,000.000 HZ •MoretbaJl S.S.000.000

2. Value Codes: I •SIS,00001 less K • SIS,001-$50.000 L -SS-0.001.SIOO.OOO M • SJOO.OCU-S2SO.OOO

C Coiur.1mC111'1<1 DJ) N • S2SO.OOO-S5-00.000 0 • $.S00,001..$1,000.000 Pl - Sl.OOO,OOJ-SS,000,000 P2 • S-S,OOO.OOl-SlS.000.000

P:J •ru.000.001..s.so.ooo.ooo P.t .. V..iere Chansso.000.000

3. Value MC'Chod Codes Q -Jq>pr.>;,.J = Co'1 /Rttl Emit Ocly) =Auessmem • c..hll\"""1

•0-.hn

Name of Person Reporting

Lynn , Barbara 1

73.

74.

1 5 .

77.

78.

79.

80.

81.

82.

SJ.

84 .

85.

86.

87.

88.

89.

90.

A.

Ottcription or Auets:

-Sch wab Money Market

-Meridian Value

·TCW Gal ileo Val ue

-Thompson Pl umb Gro"'1h

-Oppenheimer Real Asset

-Dow Jones Encrsy Sector

·Dow Jones Financial Sector

-Dow Jones Financial Setviccs

-Ooldman Saehs Natural Resources

-Ooldmao Sachs Netv.uking

·Dow Jones Basic Ma1crials

-Dow Jones Bui( Matc:ritls

.. 0ow Jones Consumer Goods

- Dow Jones Con.sumer Sctviccs

.. Qo"' Jones Coosumer Services

Charles Schwab IRA# I (UICludes 89-9S)

.SChwab Money Marled

-Pimco Tot.al R eturn Mutual Fund

A

F

N

( Stt Coluna C2 ) u "' BoQl: Valut

B

v

B.

ttparti Qg period

(I) (2)

'fypc div. ttnt. ot mi.)

A Dividend

B Dividend

c Dividend

c Dividend

B Dividend

A Dividend

A Dividend

A D h•ideod

Dividend

None

c Oivklcnd

c Dividend

c Dividend

A Dividend

A Dividend

A ();vido>d

A (); vidcnd

- Cltbor

G ross value At tnd ot .......... period

( I) (2)

Codd Q·P) Code3

(Q.W)

T

M T

M T

M T

1 T

K T

K T

K T

K T

N T

N T

M T

K T

J T

c - si.so1 .ss .ooo

\V - Estirrll llcd

D.

Date o C Report

71812005

(I) If DOt tlt'Qlrt mnn disc-lo&ure

( (3) (4) (S) Value Codel Code I

merger, (A-ll) )

Sell 1218 K D

Buy 119 M ..

B u y l0/2S M

Buy 119 M

Buy l/9 M

Sell 816 M

D £

..... -

VIL JNVESTMENTS aud TRUSTS

·FINANCIAL DISCLOSURE.REPORT

).>age 5 of 11

76.

(iaclud� lr\lst assets)

J>tace "(X)" afltr eacll a*t txtnll( £tom. prior d

1. �illc.ode:s: -S1.000 or le$S

(Stt ColunnBl and 04) -$50,001.$100.000

2. Vl\ue .,$\S.OOOorku

<Ser. Co-umrti Cl .ind 03) ..$2.S0, ()()0..$500,000

Pl •$2.S,000.00J.150.000.000

l. \'aluc Method Codei Q • ApJnissJ

G

)(

0

n

"""""'dwq

Amouitt (e.g. Code I (A •fll

A

• Sl.001.$2..500

• SIOO.OOJ·SJ,000,000

.. s1s.001-sso.ooo

• SS00.001-Sl,000.000

• Cost (RQl E$1ateOnly)

c.

Voll>C Value Method

L

rn -Sl.,OOO.OOl·S.S,000,000

l -sso.001-sroo.ooo

Pl -s1. ooo,001..ss,ooo. ooo

P4 • SMorc \ban $50,000,000

s . .....,_.

T�nsacdoci.s durin.g reporting period

2) Type (e.g. Date: G.ii:n ldcnlityof buy, $C.ll. Month- bu)'Cf/sdlcr

O.y (I·P) (Upri\'l1t

-SS,OOl-SIS,000 • $1 S,OOl-'50.000

112 •More !ban JS,000,000

M .. SI00,001..$2.SD,000

P2 -SS,OOO.OOJ·t"-5,000.000

T • QA.'Markct

Nameo fPmon Rqiorting

Lynn, Barbor> M

/<.

91. -Managers Fmnont US Micro Cap Mutual Fund•

92. -Gateway Mutual Fund

93. ·Tweedy Browne Global Value Mutual Fund

94. -Meridian Value

95 . -Oppenheimer Real Asset

96. Trust#! ( ine ludes97 -10'4)

97 . ..SCh Tax Exempt Money Markel .

98. -Vanguard lntcnn cdiatc Muni cipal Bond MutuaJ

99. - agen Fremont US Miao Cap Mutual rund•

100.

J OI. -Tweedy Browne Global Value Mutual Fund

102. .P&PPropcrty 88

103 . · PLM Eq u ipment Orowlh Fund

10'4. - Pioneer Natural Resources

105. TNil #2 (includes l 06-120)

106 . ..Schwab Tax Exempt Money Maritet

107. - P imco Tocal Return Mutual Fund

108. .vanguard Inttrmediatc MunicipaJ Bo:-id 1'.tutual

8

B. c.

,_..., p< riod """""'period

(I) (l ) (J) (l)

Type (c . .J. v.i .. Code J (A·H) lot.) )

None K T

A Dividend J T

A Dividend } T

A Dividend } T

B Dividend } T

A Dividend L T

c Dividend L T

None K T

A Dividend L T

A Dividend } T

A Distnl>ution } w

A Distnl>ution } w

None } w

A Divtdcnd M T

c Dividend L T

c Dividend L T

c

o.

Date ofRcport

11812005

( I) If not CrJt.aq>t fiom d.Sclosun: (2) (l) (4) (S)

Type (e.g. VaJue b uy, sell, Codo 2 Cod e I n r. ( l·P) (A·Hl iedcJq>lion)

0 E

\' - Oficr \\' • .Eslimted

··i -

•

'FINANCIAL DISCLOSURE.REPORT

Page 6 of11

VII. lNVESTMENTS and TRUSTS

Dcscripdon or Assets ( i:dingtNst asses)

Place"(Xr after each asset exempt ftomprior disclosW"C

l'Und

-Gateway Mutual Fun'd

Fund

I. lncomelOain Codes: A -SJ.OOOor las (Se< Coli:ms Bl ond 1>4) F • SS0,001-$100,000

2. Vah1cCodcs: J •SIS.OOOor-Jcss

(SecCotunn<: Cl and 03) N • S:?SO.OOO-SS00.000

G

K

0

lrw:omc duritlg GlWs Vl)Uie ataid of

"'"°"''' Value dlv. renL or Ccd<2 Method

(J•P Codol (Q-WJ

• Sl.001-U.SOO •S?,SOl-$S,OOO

• SI00,001-$1,000,000 Hl • Sl�OOO.OOl-SS,000,000

• SIS,001-SSO,OOO L •SS<l,001-$100.000

.. SS00.001.Sl,000.000 Pl -s1.ooo.001..s.s.ooo.ooo

................... -...period

Date: O:iio Identity or �{ontb- b\iyerfsdkirDoy (itpri ...

..._..,n)

• S.IPOl·SIS,000 • SJS,OOJ-150,000 H'2 •Mort1btnSS,000.,000

M =-SIOO.OOJ..U.W,000

M •SS,000.001·$2S.OOO,OOO

Pl ... S2S,000,00J-S50.000.000 P.c cSM<nthan SS0.000.000

l. Val.: McibodCodcs

(Set-Colun12 C2) Q • Appt>isal

U •BootVahr

R -Cost (Real &ut1: Ool)') S •AS1lmlli= T • Olsh!Martet

Name of Person Report ing

L)'ln, B arbara M

109.

110.

HI.

112.

113.

114.

115.

11 6.

117.

118.

119.

120.

122.

123.

124.

125.

126.

A.

-Pimco Foreign Bond Mutual Fund

-DFA US 6-10 Value Mutual Fund

-Managers FTtmont U S Micro Cap Mutual Fund•

-Gateway Mutual Fund

-Tweedy Browne Global Value Mutual Fu.nd

-Meridian Value

-TCW Galileo Value

-Thompson Plumb Gro\"\ih

-P&P Property 88

·PLM Equipmcn1 Giowlh Fund

-Ro)ICC Low Priced Stock

-Pioneer Natural Resources

Trust #3 ( inc ludes 122-146)

-Schwab Money Markel Fund

-Vanguard Bond Index Mutual Fund

-V angua.rd Intermediate Treasury Mutual Fund

· !Wbor lnlemlltional Mutual Fund

-Pim.co Total Return

A

CSec Colum n C2 ) u • 8oo1.: VallM'

B

v

B.

n:poning period ....,.mng ptriod

(I) (2) ( I) (;!)

- Type div. rc:nl . or fol)

c Dividend K

A Dividend J T

None J T

B Dividclld L T

A Dividend K T

A Dividend J T

None 1 T

A Dividend J T

A Distribution 1 w

Distribution J w

B Dividend L T

Royalty 1 w

A Dividend K T

A Dividend J T

Dividend 1 T

A Dividend K T

c Dividend L T

. c

.

& ()tber w = Esiilmoed

D.

Date or Report

71812005

(I) U D()l C."O;Crt1) l from

(2) (3) (4) (5) 1)pc ( g. Value G:11bt boy.1<1!, Code2 Codo I met:gtr. Day (A-Jl) nodemptiao)

() E

"°" -

•Cadi/M

'FINANCIAL DISCLOSURE.REPORT

Page7 ofll

Vll JNVESTMENTS and TRUSTS

c. """"" durini Gl"OIS$ \",dllC "'end of fans><Uoos during ..,,..U.igp<riod Descriplioaor Assets

(ineludin,; WSIa$SIC'IS)

&Qm prior distlos\n Codo I Codo2 Me .... (A ·II) (l·P) Codol

(Q.W)

T

Afoolh• -·-(J·P) (ifprh-aee

-on)

Plaoe "'(X)"' • nc:r CKl:i uscc exempt v.... V&Wo °''"(e.g. ldetitityof

A

121.

A

• Sl.001-$2 .SOO • S2.S01..SS,000 -SS.OOJ·S-15,000 • SIS,001-$50.<loo I. ineoo»'G1io Codes;; ... $1.000 or less

(See-Colimn: 81 tnd 04) F • 001-SI00.000 G • SIOO.OOl·SJ.000.000 HJ c- s1.ooo.001 ss.ooo.ooo m •MorcdunSS,000,000

2. Val1.1e Codes: J -SlS.000 cw less K IC S-J5,00l SCl.000 L •$S0,001·SID0,000 M -SJOO,OOt-lli0,000

( Coiunw.Cl atld 03) N - S2S0.000-1500.000 0 •SS00.001-Sl.0()0 000 Pl -$1,000,00l ·S.S,000,000 P2 • SS,OOO.OO!-S?--5.000.000

Pl • S2S.000.001-S50.000.000 l'-4 •SM0te IJOI) $S0,00:),000

l. Val1.1e MC"lhod Cock Q =-Appr.i�! R •COS! (Jtcal Esll!tc Ooly) s . """"""" T

N ame o f Person Reporting L)'1ln, Barbara M

A.

127 . .. R)'Clex Juno F und

128. -OFA US M icro C.p Fund

129. -Oppenheimer Real Ass et

130. -MSCI Japan Index Fun d

13 1. -Co h en &. S tcets Really

1 32. ·Dow Jones Dasie Materials

133. -Dow Jones Consumer Services•

134. ·Dow Jones Consumer Goods •

135. ·Dow JC>nes Energy Secto r

136. ·Dow Jones Financial SectOT

137. -Dow Jo.nos F in:aneiaJ Services

138. -Dow Jones Real Esmtc

139. -Dow Jones Telecom

140. ..Qoldman S ac hs N.atu ral ResOW'CC$

141. -Goldman Sachs Sern iconducior

1 42. ·NASDAQ B io1ech Index

14 3. -NASDAQ Biolccll Index

144. ..Qoklman Sachs Networking

Q = Appr..isal U • Boot Vahr

._,;.g p<riod rq>Ort1"g "'""" (I) (2) ( I) (2)

Type div. mic. or Codc2 Mc lbod

iot.)

None

Divid end

Dividend

A Div idend

Dividend

Dividend

Dividend

A Dividend

A Dlvidend

A Dividend

A Divid end

Dividend

A Dividend

Dividend

'None

P) )

T

1 T

1 T

K T

J T

] T

J T

] T

1 T

] T

I T

C • 12.SOJ-SS.OOO

• SM ore

v .. Other \'. ... Estimated

D.

Date of Report

11812005

(I) If DOt t:< t .... u, Wlosun:

(3) Type (e.g. 0.Jc: Value

y. sitD, COde2 Doy CJ·P)

Buy 5111 1

Buy 2120 J

Sell 4f1 1

Sell 816 J

Sell 4f1 J

Sell 1218 J

Sell 4129 J

B uy 3/S ]

Sell 611 0 ]

(<) (l) Gain Code! (Mf)

A

A

A

B

A

...... .,,.. -

'FINANCIAL DISCLOSURE.REPORT Page 8of11

VIl. INVESTMENTS and TRUSTS

Dac:riptionor Assets (incfdd�&tn:istas:selS)

Phc:e "(X)" a!ltt each U$C't oeJT91 liom prior disdos...

1. ll'lc:omdGIUnOxks: A c s1.ooo or as

{Set Cob:nms: 81 lmC 04) f -SSO,OCJl·SI00.000

1. Vallie Codes: J -$1S,DOO«lcss

(SccCdumosCI •nd 03) N •CI0,000-$500.000

3. Value Melhocl Codl::s (Se:-Column 0)

P3 • ns.000.001.s.so.ooo.ooo

B. c. IDcome <l.,;,,g Gross value 1.t cM of

Amo"" (e.g. Value Value COO.I (A·Ill

A

A

A

A

A

A

A

B • Sl.001-$2,SOCI

G •SIOO,OOl·Sl.000.000

o .. ssoo.001- 1.000.000

(I· Codc3 (Q·W

J

HJ -s1.ooo.001.ss,ooo.ooo

L • sso.001.sroo.ooo Pl •Sl.000.00l·SS,000,000

P4 Cun SS0.000.000 R • Cost (Real &ttte Oely) S • As:semnmi

Tr.msaetioMduring ttpOrting period

(2)

11.(0Cl!h•

mcrier. tcdtoption)

0 • SS,001-$15, 000

1:12 • MOfC ibui SS. 000,000 M .-SJOO.OOJ-S250, 000

P2 • $l,000.001·12S.OOO.OOO

l&:milyofb.,..,sclb (irprivllc -0<\)

E •$1S,0014$0,00C>

Name of Person Reporting

Lynn . Barbara 1

Date of Rcpoc t

71812005

- iocome. vaJ ue , catioM (include$ those of the spo and cbild.n. See pp. J.4.5 7 o f fil i n g insweti om.)

A.

-Oo ldrn311 Sachs Software

140. -Ooldm>n Sachs Technology

Trust 114 (includes 148·173)

1 4 8. ..SChwab Money iar1cet Fund

149. -Vanguard Bond Jndcx Mutual Fund

ISO. -Vanguard lncnnediate Treasury Mutual Fund

151. - Harabo r Intc:mational Mutual Fund

IS2. -Pimco Total Return

153. -Rydcx Juno Fund

1S4. ·DFA US Micro Cap

155. - Pllncu Commodity Fund

I S6. -C ohen &: Steers Realty

· Dow Jones Basic Materials

158. -Dow Jones Consumer Scrvicc:s•

159. -Dow Jones Consumer Goods •

160. --Dow Jones Energy Sector

161 . -Dow Jones Financial Sector

162. -Dow Jones Fina n cial Services

.

U ..- Book Vahr

8. c.

reporting period ._,.,,period (1) (2) (I) (2)

Amount T ),,. Value ld iv. rel'lt. or

( int.)

Dividend

A Dividend K T

A Dividend J T

B Dividend L T

Dividend J T

A Divi dend J T

None J T

A Dividend J T

A Dividend J T

A Dividend

A Dividend J T

A Div i dend

A Divideod J T

A Di vidend J T

A Dividend J T

A Dividend J T

n c

a

V .. Olittt \\1 - I!s:inn ted

( I) lf oot aMl>t from disclosure

(2) ()) (<) (S) Doi« v..,. G>io

buy, s e:D, Codc2 C ode I O.y (A-fl)

...,....,..,.)

Sell 8111 J

Buy Sil I J

Buy 2120 J

Buy 10/25 J

Scll 4f7 J A

Buy 10/25 J

816 J A

D E

,, -

'FINANCIAL DISCLOSURE.REPORT

1'agc 9of11

VII. INVESTMENTS and TRUSTS

Descriptionor Assets (iaetudina tnts1 ass.c1S)

Place "OCr after each as:st:t �xtmpt from prior disclosme

14S.

147.

157.

t. bu:omc:fGainCodcs: A •Sl,OOOotlcss

(SeP!Colunns Bl lrld 04) F =SS0.001-SIOO.OOO

2. V1]11C Codes: ..-$15.000 or less

(Stt Co!urnns Cl ud 03) N • S250,000-SSOO.OOO

P3 ..- S? S,OOO,OOJ ..$.S0,000,000

3. Valut MethodCocb

CS« Column C2)

Q c.._;s.i

Jooxued..-ing GtoS$ nl\le al cM of

(e.g. Va ue Code 1 Codc2 Mel21od A ·HJ (J- ) Cc.SO J

(Q-W)

A J T

A

• St.001-$2. SOC> -s2.so1-ss.ooo

G • SJOO,OOJ-Sl.000.000 HI • Sl.000.001-ss.000.000

K -SIS.001.SSO.OOO L -sso.001..st00.ooo

0 • ssoo.001-t1,ooo.ooo Pl •s1,oon.001..s.s. ooo. ooo

N • SMatt Oo.n $.S0.000.000

R -Cost (Rc l .Esu1�Only) S -�SinM:

D. Tnmataoosd,.;,,g ......... period

1)pe (<.g. ldt:ntityofMoneh• buycd;e:Ucr

-· (J-P) (ifpri\'ne traris:action)

A

Sc!I

-SS,001-Sl.S,OOO • $15,001..SSO,OOO

ID • More!hall $.S,000,000

M ..-SJOO.OOJ-S:ZS0.000

P2 •SS,OOO,OOJ-PJ.000,000

T • C.sb'Mmct

Name of P erson Reporting

Lynn, Bar bira M

163 .

164.

165.

166.

167.

168.

169.

170.

171.

172.

173.

174.

175.

176.

177.

A.

-Dow Jones Real Estttc

-Dow Jones Telecom

-Goldman S achs Natural Resources

..Goldman Sachs S emiconductor

·NASDAQ Bioce<:h Index

· NASDAQ Biotceh Index

-Goldman Soehs Networklng

-Ooldman Sachs Soflwano

-G oldm an Soehs Toehnology

-Oppenheimer Real Asset

-MSC! Japan Index Fund

Charles S chwab SEP-IRA #I {inclodcs 175-177)

-Schwab Money M>rkCI Flmd

-Gateway Mutual Fund

-Harbor Capital Appr<CiatMln MU!Ual fund

178. Charles Scllwab IRA Rollover#l{includes 179-185)

179. - Schwab Money Market Fu nd

18 0 . -Pimco Total Return M utu al fund

( See Column Cl )

A

U - Book V1hl:

B

v

8. c.

"""'1ia& period n.-portin11 period

(1) (2) (I) (l)

Amo"11 T)pc div. rent or Codc2 io<.)

(Q-W)

A Dmdcnd

A Dividend 1 T

A Dividend

None J T

A Dividend J T

c Dividend T

A Dividend K T

A Dividend J T

Dividend K T

A D ividend J

A Dividend M T

6 Divideod N T

• Sl. OO J ·S2.S00 c

• Olbc> V.' • Estimuiod

o.

Date of Report

11812005

(I) lf llOI from disiclOsare

(2) (l) (•) (S) v.i.,. G.U.

bgy, sell. Codc 2 Cod< I (J.P) (Ml)

Rdcn'>t'°")

Sell 4f7 1

Sell 12/8 J B

Sell 4/29 1 A

Buy 315

Sell 6110 1

Sell 8111 J A

0 E

"" -

'FINANCIAL DISCLOSURE.REPORT

Page 10 of11

VII. INVESTMENTS and TRUSTS

D ofA.sscts (foclucliog-->

Plxe "(>er after each as.set txtf'll)t Immprior disclosure

), Jrr;:omc/GaiD (:odes: (See Co\mlOS Bl ml 0<)

2. Valt1t Codes:

CS« Columns Ct and 03)

3. \'llw Method Codes

•SJ,000 OI k.ss F •sso,001.s100.ooo

J c$1S.000orks$

N • 5250.000-SSOO.OOO

P3 •$2,S.OOO.OOl·SS0.000,000

Q •APJmis:aJ

0 "

0

R

Income durin: Oron vati.c a.tend of

(c..s. Value V1Ne Code! �ftCbod (A •Ii) (J·P) Codel

J

A

T

• Sl..SO l-SS,000

... $J OCl1·$1,000,000 HJ -s1.ooo.001..s.s.ooa.ooo -SJS.OOi-SS0.000 L c S.S0.001-SJOO.OOO

• SS00.00141.000.000 Pl •Sl, 000.001.$5, 000.000

P4 •$Matt ConSS0.000,000

•CosL I &1:1tc On!y) s • AUessme"t•

Transaccioos dUfinsreporting period

Twe (e.g. Dote: -btyofMOlllth· bo)<l>'s<ller

"""'" Doy (i(Fi\"lte trlllSlcdon)

A

J

•SS.OOl·SIS,000 •SIS.OOl .000 W •MorcthmlS.000,000

M •SIOO.OOl-$2SO,OOO

P2 • $50 000.001-$2$,000. ooo

T -Qlbl).1altC't

Name of Person Reporting

L) n n. Barbara M

A.

- Pimco Foreign Bond Mutual Fond

182. -Gateway Mutual fund

183. - Harbo r capital Appreciation Mutual Fund.

184. ..Tweedy D rowne G lobal Value Mutual Fund

185. -Dow Jones Coosumcr Goods •

186. Chulcs Sdlwab IRA #2 (includes 187-192)

187. -Schwab Money Marlcet Fund

188. -Pimco TotaJ Return Fund

189. ..Managers F remont US Micro ca.p Mutual fund•

190. G

191. -Tu· ecdy Browne Global Value Mutual Fund

192. -Meridian Value

193. Rental Propcny#I, Dallas, TX

194. 401k-Tr>nnmcrica

195. Lcxing10n Corp . Prope.tjes Trust (REfI)

196. JP Morgan Chase (formerly Bani< One)

l S -

B

o. c.

......... period rcpor1icg period

(I) (2) ( I ) (2 )

T )'P" 1'ie:thorl

int. ) Codcl (Q-W)

D Dividend

B D ividend M T

Dividend K T

A Dividend L T

Dividend K T

D ividcr!d K T

A Divida>d K T

None K T

A Dividend 1 T

A Divideftd J T

A Dividend 1 T

None N T

Divideod J T

lnLc:rcst N T

- c

- S

-

(I) lf l'IOt e wmdDelosure

(3) (4) (5) (e.g. v.ioe

buy, sell , Code2 Code I bu,.U..ller merger, Day (A-II) -"""'

Sell I/IS M F Marjorie Shor

D • $$,OOJ-SIS,000 E

3. Val .Method Coclc:s

CoJ umnC2} U •Boot Value A• """"'"""'11

v -C>Wt

';l -

'FINANCIAL DISCLOSURE.REPORT

Page 11 oftl

Dcsieription of Assets (iocludiog """- >

Pbcc •(X)* after eacb asset ftornprior disclosure

181.

- a tewayMutual F d

I. lacomclGainCodes: A •$1,000«kss

(SttCO unmBI ml04) F •S O.OOl SI00.000

2. Value Code$; • Sl5.000or ic:ss

(Set Colun� Cl and 03) N •S"'.SO.OOO-S.S00,000

G

K

0

lncor:ne dllritlg Gross wluc atmd of

A""unl (e.g. Value v11 .. Codel div. ttnt Ot' C«k2 (A·H) (l·P)

M T

A

A

A

A

A

-S1.001 S2.SOO •$2.SOl.$5.000

• s100.001-s1.ooo,ooo HI • s-1.000.001 S ,ooo.ooo

a-SJ S.001-S..SO.OOO L •SS0.001-SIOO.OOO

• SS00.001 Sl,000.000 Pl •SJ,000,00l·SS,OOO,COJ

D.

Date of Report

7181200$

TraDSJctionsd rcportiag: period

(2) Date: Goln .tdeotityof Moath•

(l.P) (ifpri\'HC traasaelil)q)

•SJS.Ot.H-S.S0, 000

H2: c Marc tba.:a. 1$,0CQ,000

M • SJOO.COl.$250,000

P2 •S5,000.00J-$2S,OOO.,OOO

Pl • S2s,ooo.001..sso.ooo.ooo P4 •SMcn lbaD sso.000.000

Q-- R -Cost(Real Ssbtc Only) S •

Name of Person Reporting O te of.Report FINANCIAL DISCLOSURE REPORT

Lynn, Ba.ban. M 7/!12005

vm. ADDmONAL INFORMATION OR EXPLANATIONS

VIL lnvestments and Trusts Line7: previoustyreported asFremont US Micro Cap Mutual Fund Linc26:previously reported as Dow JonesConsumerCyclical Linc 27: previously reported asDow JonesConsumer Non-Cyclical Line 39: previouslyreportedas Fremont US �ticro Cap ).{utal Fund Linc S4: previously reported as Dow Jones Consumer Cyclical Une SS: previously reported as Dow Jones Non Cyt:lic:at Line 91: previoudyreportedasFremont US Micro CitP Mutual Fund Line 99: previously repoi1ed as Frtmant US Micro Cap Muta! Fund Linc 111: previously reported as Fremont US MiQ"O CapMutualFund Linc 133: previo.ulsy reported as Dow Jones Consumer Cyclical Une 134: previously reported as Dow Jones Consumu 'Non·C)'Clical Line 158: previously reported as Dow JonesConsumerCyclical Jjne I S9: previously rq>0rted as Dow Jones Consumer Non-Cyclical Line I SS: previously tq>Orted as DowJonesCoO<WmerNon-Cyclical Line 189: pr<Viously tq>Orted as Fmnont US Micro Cap MutualFund

(Indicate part ofRcport.)

Lynn ..

D a r e of Rt:pon

1/r&) y

$ANcnONS

Name of Person Reporting •

FINANCIAL DISCLOSURE REPORT

718120QSSamara M

IX. CERTlFICATION.

r certify that all infonnation given above (including infonnation pertaining to my spouse and minor or dependent children, if any) is accurate,true, and com?lete to the best of myknowledge and belief, and thatany information not reported was withheld because it met applicable statutory provisions permitting non-disclosure. .,:'I'

I further certifythatearned income from outside employment andhonoraria and the acceptance of gifts whichhave been reported are in compliancewith the provisions ofS U.S.C. § SOI et. seq., S U.S.C. § 7353, and Judicial Conference regulations.

Date

NOTE: FALSIFIES OR FAILS TO FILE nns REPORT MA y BE SUBJECT TO crvn. AND CRIMINAL (5 u.s.c. app. § 104)

FILING INSTRUCTIONS

Mailsigned original and 3 additional copies to:

Conmrittce onFinancial Disclosure

Administrative Office ofthe United States Courts

Sllite 2-301

One Columbus Circle, N.E. WashingtOn, D.C. 20544