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Judicial Watch • Barbara M. Lynn – 2003

Barbara M. Lynn – 2003

Barbara M. Lynn – 2003

Page 1: Barbara M. Lynn – 2003

Category:Federal Judges

Number of Pages:25

Date Created:February 2, 2005

Date Uploaded to the Library:November 18, 2014

Tags:Barbara M Lynn, Goldman, Sector, Sachs, Barbara, jones, Schwab, partial, mutual, 2003, dividend, disclosure, reporting, Federal Judge, financial, Judge


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A0-10 Government Act 1978 
Rev. 1/20.04 Calendar Year 2003 U.S.C. app.  101-111) Person Reporting (Last name, First name, Middle initial) Court Organization Lynn, Barbara U.S.D.C.-No. District ofTexas Title (Article Judges indicate active senior status; ReportType (check appropriate type) 
magistrate judges indicate full-or part-time) Nomination, Date 
Active Federal Judge Inilial @Annual Final Date ofReport 51512004 Reporting Period 1/2003 
12/31/2003 Chambers Office Address the basis the information contained this Report aitd any 
1100 Commerce St, Room 1572 modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. 
Dallas, 75242 
Reviewing Officer 
 
IMPORTANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part whc:rc you have reportable information. Sign last page. POSIDONS. (Reporting individual only; see pp. 9-13 filing instructions) NONE   (No reportable positions.) 
President Patrick Higginbotham Inn Court 
Trustee The Center for American and International Law 
Trustee Trust#l(Dallas, Texas)(Iocome and Principal Beneficiary) 
Member Executive Committee Federal Trial Judges Conference, Judicial Division the American Bar Association 
 
 
Member Executive Board, Southern Methodist University Dedman School Law 
Il. AGRES. (Reporting individual only; see pp. 14-16 ming instructions) 
 
 
 NONE -(No reportable agreements.) ,,, 
o-cnZ cl> 
---.- 
,.....,..... r11n 
OJ;>-riTJ 
....... 
:::= 
--< 
:;o 
.:c:;:: 
 
 
IV. REIMBURSEMENTS -transportation, lodging, food, entertainment 
(Includes those spouse and dependent children. See pp. 25-27 instructions.) NONE (No such reportable reimbursements.) State Bar ofTexas San Antonio, TX. Jan! 17, State Bar ofTexas Board Meeting (meals and transportation) ABA Seattle, WA, February 6-9, ABA Mid-Year Meeting (meals, hotel, transportation) ABA Aspen, CO, May 1-4, ABA Judicial Division Spring Planning Meeting (meals, hotel, transportation) State Bar ofTexas Houston, TX. June 11-13, State Bar ofTcxas Annual Meeting (mealS, hotel, transportation) 
 Association American Law Schools New York, NY, June 17-20, AALS Mid-Year Conference Torts (hotel, meals, transportation) 
 
San Francisco, CA, August 7-11, ABA Annual Meeting (hotel, meals, transportation) 
ABA 
ABA Chicago, IL, October 8-12, ABA Fall Leadership Meeting (hotel, meals, transportation) 
 
 
 
5/512004 
IV. REIMBURSEMENTS transportation, lodging, food, entertainment. 
(Includes those spouse and dependent children. See pp. 25-27 instructions.) NONE (No such reportable reimbursements.) 	ABA Washington, DC, November 14-16, ABA Standing Committee Fedc:ral Judicial 
Improvements Fall Meeting (hotel, meals, transportation)   
 
 
 
 
 
Lynn, Barbara GIFTS. (Includes those spouse and dependent children. See pp. 28-31 instructions.) 
 NONE -(No such reportable gifts.) 
VI. LIABllJTIES. (Includes those spouse and dependent children. See pp. 32-34 instructions.) 
 NONE -(No reportable liabilities.) 
Date Report 
Name Person Reporting 
Lynn, Barbara 
5/512004 
VIL INVESTMENTS and TRUSTS -income, value, transc:alioos (includes those the spouseand dependent children. 
See pp. 34-57 offiling instructions.) 
Income during Gross valueat end Transactions during reporting period 
Description Assets 
reporting period reporting period 
(including trust assets) 
not exempt from disclosure 
(1) (2) (1) (2) (1) 
(2) 	(3) 
Place QC) after each asset exempt 
Type (e.g. 
(e.g. 
Value Identity 
Codc2 
Value Value Date: 
Amount 
from prior disclosure 
buy, sell, Month 
Code 
Method 
Codc2 Code 
div. rent. buyer/seller 
(ifprivate 
Code3 
inl) 
Day 
merger,(AH) 
(IP) (A-H)redemption) 
transaction) 
(Q-W) 
DNONE (No reportable inl:ome, assets, transactions) 	 
Charles Schwab Brokerage Account# (includes 2 
62) 	 
-Schwab Tax Exempt Money Market Fund Dividend  	 
-Scudder Municipal Bond Mutual Fund (see Dividend comments-section) 
 
 
-Vanguard Intermediate Term Municipal Bond Dividend Mutual Fund 	 
-Pimco Foreign Bond Mutual Fund Dividend 	 
.-DFA 6-10 Value Mutual Fun.a Dividend Partial Sale 6/10 	 
-DFA 6-10 Value Mutual Fund Partial Sale 9125 	 
-Fremont Micro Cap Mutual Fund None Partial Sale 6/10 	 
-Fremont Micro Cap Mutual Fund Partial Sale 9125 
 
10. 
-Gateway Mutual Fund - Dividend 
 
11. 
-Harbor Capital Appreciation Mutual Fund Dividend Partial Sale 6/10 
 
12. 
-Harbor Capital Appreciation Mutual Fund 	Partial Sale 9125 
 
 
-Janus Balanced Mutual Fund Dividend Partial Sale 6110 
14. -Vanguard lndex Trust Mutual Fund Dividend Partial Sale 6/10 
lS. 
-Vanguard lndex Trust Mutual Fund 	Partial Sale 
16. 
-Dresdner Europe Mutual Fund None 	Partial Sale 6/10 
 
17. 
-Dresdner Europe Mutual Fund 	Partial Sale 9flS 
 
18. -Dresdiier Europe Mutural Fund 	Sell 12119  . 
Date Report 
Name Person Reporting 
Lynn, Barbara 
51512004 
VII. INVESTMENTS and TRUSTS -income, value, transcations (includes those the spouse and dependent children. See pp. 34-57 offiling instructions.) 
Description Assets (including trust assets) Income during Gross value end Transactions during reporting period 
reporting period 
not exempt from disclosure (1) (2) (1) (2) (3) (4) (5) 
Date: Identity 
Place (X) after CllCh asset exempt Amount Type (e.g. Value Value Type (e.g. from prior disclosure div. rent buy, sell, 
Value 
MonthCode2 MethodCodcl Code2 Code! buyer/seller 
(if private 
(J-P) Code merger, Day 
redemption) 
(A-H) int.) 
(J-P) 
transaction) 
(Q-W) 
19. 
 
20. 
 
21. 
 
 
22. 
23. 
24. 
25. -Tweedy Browne Global Value Mutual Fund 
-Tweedy Browne Global Value Mutual Fund 
-Mosaic Investors 
-Royce Low Priced Stock 
-Royce Low Priced Stock 
-U.S. Treasury Bond 
-U.S. Treasury Bond Dividend Partial Sale 
Partial Sale Dividend Partial Sale Dividend Partial Sale 
Partial Sell Interest Buy 
Sell 
 
6110 
9125 
6/10 
6/10 
9125 
7n.1 
8/15 
26. 
-Dow Jones Financial Service Buy 414 
 
27. 
-Dow Jones Financial Services Partial Sell 6/17 
 
28. 
-Dow Jones Financial Services Sell 6123 
 
29. 
-GMAC Buy 8/18 
 
30. 
-GMAC Matured 9/23 
 
 
-NASDAQ Biotech Index Buy 4/4 
-NASDAQ Biotech Index Partial Sale 616 c32. -NASDAQ Biotech Index --Partial Sale 6/19 
-NASDAQ Biotech Index Sell 9/29 
34. 
 
35. 
-Rydex Juno Fund Buy 7/29 
 
36. 
-Rydex Juno Fund Sell 9/17 ...  
...   
 
 
 Value Method Codes  ;  
(See Column C2) Book Value 
Date Report 
Name Person Reporting 
Lynn, Barbara 
5/5/2004 
VII. STMENTS and TRUSTS -income. value, ttanscation(includes those ofthe spouse and dependent children. See 34-57 filing instructions.) 
Income during Gross value end Transactions dming reporting period Descriptio Assets 
reporting period reporting period (includingtrust assets) not exempt disclosure 
(1) (2) (1) (2) (1) 
(2) (3) (4) (S) Place (X) after asset exempt Type (e.g. 
Amount Type (e.g. Val Value Date: Value Gain Identity -1i:om prior disclosure Codel div. rent. Code2 Method buy, sell. Month-Code2 Code buyer/seller 
merger, 
int.) (J-P) Code3 Day (if private 
(A-H) 
(J-P) 
redemption) 
transaction 
(Q-W) 
Dow Jones Telecom Dividend Buy 
37. 
-Goldman Sachs Natural Resources Dividend Buy 
K38. 
-Goldman Sachs Natural Resources Partial Sale 6/10 
-Goldman Sachs Networking Buy 
K40. 
41. -Goldman Sachs Software Buy 4/4 
42. -Goldman Sachs Technology Buy 4/4 
43. 44. -Goldman Sachs Technology -MSCI Japan Index Fund Dividend Partial Sale Buy 8/6 10/27 
 
45. 
-Dow Jones Financial Sector 
Dividend Buy 
46. -Dow Jones Financial Sector Sell 6n.3 
-Dow Jones Healthcare Sector Dividend Buy 
48. -Dow Jones Healthcare Sector Partial Sale 6/18 
49. -Dow Jones Healthcare Sector Sell 8/4 
50. -Ishares 1-3 Year Treasury Fund Distribution Buy 6/12 
 
51. 
-Ishares 1-3 Year Treasury Fund Sell 7/15 
 
52. 
-Cohen Steers Realty Dividend Buy 4/4 
 
 
-Dow Jones Basic Materials Sector Dividend Buy 4/4 
-Dow Jones Basic Materials Sector Partial Sale 1218 
 ... 
 
.    ...  _-_.,.  ;-V 
Date Report 
Name Person Reporting 
Lynn, Barbara 
5/5/2004 
VII. INVESTMENTS and TRUSTS -income, value, trauscations (includes those ofthe spouse and dependatt cbildrcn. Sec pp. 34-57 offiling instructions.) 
SS. S6. S1. S8. S9. 60. -A. --Description ofAssets (including trust assets) Place (X} after each asset exempt from prior disclosure -Dow Jones Consumer Cyclical -Dow Jones Consumer Cyclical -Dow Jones Consumer Non..Cyelical -Dow Jonos Consumer Non-Cyclical -Dow Jones Energy Sector -Dow Jones Energy Sector - Income during reporting period (1) (2) Amount Type (e.g. Code div. rent. (AH) int.) Dividend Dividend Dividend Gross value end reporting period (I) (2) Value Value Code2 Method (JP) Code3 (QW) (I) Type (e.g. buy, sell, merger, redemption) Buy Partial Sale Buy Partial Sale Buy Partial Sale Transactions during reporting period (2) Dale: Month-Day 4/4 6/17 4/4 6/10 4/4 6/10 not exempt from disclosure (3) Value Code2 (JP) -Gain Identity Code buyer/seller (AH) (ifprivate ttansaction) 
61. -Dow Jones Real Estate Dividend Buy 4/4 
62. -Dow Jones Real Estate Partial Sale 7/14 
63. Charles Schwab Brokerage Account (includes 64121) 
64. -Schwab Tax Exempt Money Market Dividend 
65. -Scudder Municipal Bond Mutual Fund (sec comments section) Dividend 
66. -Vanguard Intermediate Municipal Bond Mutual Fund Dividend 
67. -Pimco Foreign Bond Mutual Fund Dividend 
68. -DFA 6-10 Value Mutual Fund Dividend 
69. 70. -Fremont Micro Cap Mutual Fund -Fremont Micro Cap Mutual Fund None Partial Sale Partial Sale 6/10 9/2S 
71. 72. -Gateway Mutual Fund -Harbor Capital Appreciation Mutual Fund Dividend Dividend Partial Sale 6/10 
 
(Sec.Coluinn C2) BookV:ihie =Other 
 
VII. INVESTMENTS and TRUSTS -income, value, transcalioos (includes those the spouse and dependent children. Sec pp. 34-57 filing instructions.) 
-A. -Description Assets (inuding trust assets) Place QC) after each asset exempt from prior disclosure Income dming !CpOrting period (I) (2) Amount Type (e.g. Code! div. rent. (A-H) int.) Grossvalue end reporting period (1) (2) Value Value Code Method (J-P) Code3 (Q-W) (I) Type (e.g. buy, sell. merger,redemption) Transactions dming reporting period Date: Month-Day not exempt disclosure (3) Value Code2 (J-P) (4) (5) Gain Identity Codel buyer/seller(A-H) (if private tnmsaction) 
73. -Harbor Capital Appreciation Mutual Fund Partial Sale 9125 
74. 75. -Janus Balanced Mutual Fund -Vanguard Index Trust Mutual Fund Dividend Dividend Partial Sale Partial Sale 6/10 6/10 
76. -Vanguard Index Trust Mutual Fund Partial Sale 9fl5 
77. -Dresdner Europe Mutual Fund Dividend Partial Sale 6/10 
78. -Drcsdner Europe Mutual Fund --- Partial Sale 9/25 - 
79. -Drcsdner Europe Mutual Fund Sell 12/19 
80. -Tweedy Browne Global Value Mutual Fund Dividend Partial Sale 6/10 
81. -Tweedy Browne Global Value Mutual Fund Buy 9125 
82. -Mosaic Investors  Dividend Partial Sale 6/10 
83. -Royce Low Priced Stock Dividend Partial Sale 6/10 
84. -Royce Low Priced Stock Partial Sale 9fl5 
85. 86. -Dow Jones Financial Setvices -Dow Jones Financial Services Dividend Buy Sell 414 6f23 
87. 88. 89. 90. -Dow Jones Healthcare Sector -Dow Jones Healthcare Sector -Dow Jones Healthcare Sector -Dow Jones Real Estate Dividend Dividend Buy Partial Sale Sell Buy 4/4 6/18 8/4 4/4 
 
 ,.:.[A -(SeeColwnnC2) =BookValue ---V :=.Other._ 
 
Date Report 
Name Person Reporting 
Lynn, Barbara 
51512004 
-income, value, transcations (includes those the spouse and dependent children. Seepp. 34-57 filing instructions.) 
VII. INVESTMENTS and TRUSTS 
A.- Income during Gross value end Transactions during reporting period 
Description Assets (inc!uding trust assets) reporting period (2) reporting period (1) (2) (I) (2) not exempt from 
-Place (X) after each asset exempt from prior disclosure Amount Type e.g.Code div. rent (A-H) inl) Value Value Code2 Method (J-P) Code3 (Q-W) Type (e.g. buy, sell. merger, Date: Mondi-Day Value Code2 (J-P) Gain Identity Code buyer/seller (A-H) (if private transaction) 
9l. 92. 93. -Dow Jones Real Estate -Dow Jones Technology Sector -Dow Jones Technology Sector Partial Sale Buy Sale 7/14 414 8/6 
94. -Dow Jones Telecom Dividend Buy 4/4 
95. -Dow Jones Telecom Partial Sale 6/3 
96. -GMAC Buy 8/18 - 
97. -GMAC Matures 9123 
98. -U.S. Treasury Bond Interest Buy 7121 
-U.S. Treasury Bond Sell 8/15 
100. -Cohen Steers Realty Dividend Buy 414 
101. -Ishaies 1-3 Year Treasury Fund Dividend Buy 6/12 
102. -Dow Jones Basic Material Dividend Buy 4/4 
103. -Dow Jones Consumer Cyclical Dividend Buy 4/4 
104. -Dow Jones Consumer Non-Cyclical Dividend Buy 414 
105. -Dow Jones Energy Sector Dividend Buy 4/4 
106. -Goldman Sachs Networking Buy 414 
107. -Goldman Sachs Software Buy 414 
108. -MSCI Japan Fund Dividend Buy 10127 -;:.::::;:;; ,:. 
 ..,; ... : 
 
3.Value Codes 
 
(See Column C2). =BookValuc =Other 
 
 
Name ofPerson Reporting 
Date ofReport 
Lynn, Barbara 
51512004 
vn. JNYESTMENTS and TRUSTS -income, value, transcations (includes those ofthe spouse and dependent children. Sec pp.34-57 offiling instructions.) 
Income during Gross value end Transactions during reporting period 
Description ofAssets 
reporting period reporting period 
(including trust assets) 
not exempt disclosure 
(2) (I) (2) {I) 
109. llO. ll. 112. ll3. 114. lS. Place (X) after e11ch asset exemptfrom prior disclosure -Dow Jones Financial Sector -Dow Jones Financial Sector -Goldman Sachs Natural Resources -Goldman.Sachs Natural Resources -Goldman Sachs Semiconductor -Goldman Sachs Semiconductor -NASDAQ Biotech Fund --- Amount Code l(A-H) Type (e.g.div. nmt. orint.) Dividend Dividend Dividend Value Code2(J-P) Value Method Code3(Q-W) Type (e.g.buy, sell. merger,redemption) Buy Sell Buy Partial Sale Buy Sale Buy (2) Date: oth-Day 4/4 6fl3 4/4 6/10 8/19 12/11 4/4 (3) Value Code2(J-P) (4)Gain Code I(A-H) Identity ofbuyer/seller(ifprivatetransacti 
ll6. -NASDAQ Biotech Fund Partial Sale 616 
117. -NASDAQ Biotech Fund Sell 6/19 
118. -NASDAQ Biotech Fund Buy 9f3 
119. -NASDAQ Biotech Fund Sell 9fl9 
120. -Rydex Juno Fund Buy 1fl9 
121. -Rydex Juno Fund Sell 9/17 
122. Charles Schwab Brokerage AccolDlt (includes 123-127) 
123. -Schwab Tax Exempt Money Market Dividend o 
124. -Dow Jones Telecom Buy 4/4 
125. 126. -Dow Jones Telecom -GMAC Sell Buy 6f3 7131 
 
::_. 
 
-7 
 
--o -.,.. 
,:. 
. 
Date ofReport 
Name ofPeison Reporting 
Lynn, Barbara 
51512004 
-income, value, transcations (includes those 
ofthe spouse and dependent children. See pp. 34-57 offiling instructioos.) 
VIL INVESTMENTS and TRUSTS 
Transac tions 
exem 
div. rent. 
127. 128. 129. 130. 131. -A.-DesofAssets (incuding trust assets) from prior disclosure -GMAC Charles Schwab Brokerage Account #4(includes 129) -Schwab Money Market Charles Sehwab IRA Rollover #1(includes131-147) -Schwab Money Market Incomeduring reporting perio (1) (2) Amount Type (e.g. Code1 (AH) int.) Dividend Dividend Place (X) after each assetexemp cription Gross value end reporting period (1) (2) Value Value Code2 Method (JP) Code3 (Q-W) (1) Type (e.g. buy, sell,merger, redemption) Matured during reporting period from disclosure (2) Date: Month-Day 912 (3) Value Code2 (J-P) (S) Gain Identity Code buyer/seller (A-H) (ifprivate transaction) 
132. -Meridian Value - None Partial Sale 6/10 --D 
133. -Meridian Value Partial Sale 9125 
134. -TCW Galileo Value None Partial Sale 6/10 
135. -TCW Galileo Value Partial Sale 9125 
136. -Thompson Plumb Growth Dividend Partial Sale 6/10 
137. -Thompson Plumb Growth Partial Sale 9125 
138. -Oppenheimer Real Asset Dividend Buy 614 
139. -Dow JonesEnergy Sector Dividend Buy 8/19 
140. 141. 142. 143. 144. -Dow JonesFinancial Sector -Dow JonesFinancial Services -Goldman Sachs Natural Resources -Goldman Sachs Networking -GMAC Dividend Dividend Dividend None K-T Buy Buy Buy Buy Buy 8/19 8/19 8/19 8/19 7/31 
,;- 
- 
 
. 
 
.... -. .,,_., 
 
_,,,..,, 
(See Colll!DD C2) 
 
Date Report 
Name Person Reporting 
Lynn, Barbara 
51512004 
VII. INVESTMENTS and TRUSTS -income, value, transcatioos (includes those the spouse and dependent children. See pp. 34-57 offiling instructious.) 
Income during Gross value end Transactions during reporting period 
Description Assets reporting period reporting period 
(inC:uding trust assets) 
 
not exempt fiom disclosure 
(1) (l) (1) 
Place (X) after asset exempt Amount Type (e.g. Value Value Type (e.g. (2) from prior disclosure 
div. rent.or 
Date: Value 
Identity Code2 Method buy, sell. Month-Code 
Code2 Code buyer/seller (J-P) (A-H) (if private transaction) 
(A-H) int.) (J-P) Code3 merger, Day 
(Q-W) redemption) 
145. -GMAC Matured 912 
146. -GMAC Buy 8/18 
147. -GMAC Matured 9123 
148. Charles Sdlwab IRA (includes 149-156) 
 
149. -Schwab Money Market Dividend 
150. -Pimco Total Return Mutual Fund Dividend 
-- 
 
151. 
-Fremont Micro Cap Mutual Fund None Partial Sale 6/10 
 
152. 
-Fremont Micro Cap Mutual Fund Partial Sale 9125 
 
153. 
-Gateway Mutual Fund Dividend 
 
154. 
-Tweedy Browne Global Value Mutual Fund Dividend Parial Sale 6/10 
 
155. 
-Meridian Value None 
 
156. 
-Oppenheimer Real Asset Dividend Buy 6/4 
 
157. 
Trust#l (includes 158-168) 
 
 
158. -Schwab Tax Exempt Money Market Dividend 
159. 160. -Vanguard Intermediate Municipal Bond Mutual Fund -Fremont Micro Cap Mutual Fund Dividend None L-K Partial Sale 6/10 
 
Partial Sale 
161. 
-Fremont Micro Cap Mutual Fund 
 
 
Dividend 
162. 
-Gateway Mutual Fund 
 ::.. :.. 
_:.--.=..;:,;: ..;: :: ;:: 
. 
.. 
 ... .  
 
 
.:p4 
 
 -. =Book Value. .;.Other. 
Lynn, Barbara 
5/5/2004 
vrr. INVESTMENTS and TRUSTS -income, value, transcations (includes those the spouse and dependent children. See pp. 34-57 filing instructions.) 
Description Assets (incwling trust assets) 
Place (X) after each asset exempt from prior disclosure 
163. 
-Tweedy Browne Global Value Mutual Fund 
 
164. 
-PPProperty 
 
165. 
-PLM Equipment Growth Fund 
 
166. 
-Pioneer Natural Resources 
 
167. 
-Goldman Sachs Semiconductor 
 
168. 
-Goldman Sachs Semiconductor 
169. Trust (includes 170-186) 
Income during reporting period 
(1) (2) 
Amount Type (e.g. 
Code div. rent. 
(A-H) int.) Dividend Distribution Distribution 
None 
Gross value end reporting period 
(1) (2) 
Value Value 
Code2 
Method (J-P) 
Code3 (Q-W) 
(1) 
Type (e.g. buy, sell, merger, n:demption) 
Partial Sale 
Buy 
Sell Transactions during reporting period 
not exempt from disclosure 
(2) 
Date: Month-Day Value Code2 (J-P) Gain Code (A-H) Identity buyer/seller (ifprivate transaction) 
6/10 
5/12 
 
170. 
-Schwab Tax Exempt Money Market Dividend 
 
171. 
-Pimco Total Return Mutual Fund Dividend 
 
172. 
-Vanguard Intermediate Municipal Bond Mutual Dividend Fund 
 
173. 
-Pimco Foreign Bond Mutual Fund Dividend 
 
174. 
-DFA 6-10 Value Mutual Fund Dividend Partial Sale 6/10 
 
175. 
-Fremont Micro Cap Mutual Fund None Partial Sale 6/10 
 
176. 
-Gateway Mutual Fund Dividend 
 
 
177. -Tweedy Browne Global Value Mutual Fund Dividend Partial Sale 6/10 
178. -Tweedy Browne Global Value Mutual Fund Partial Sale 9125 
179. -Meridian Value None Partial Sale 6/10 
180. -TCW Galileo Value None Partial Sale 6/10 
 
Lynn, Barbara 
51512004 
VII. INVESTMENTS and TRUSTS -income. value, transcations (includes those the spouse and dependent children. See pp. 34-57 offiling instructions.) 
Income during Gross value end Transactions during reporting period 
Descriplion Assets 
reporting period reporting period 
Cinl:!udingtrust assets) 
not exempt from disclosure(2) (1) (2) (2) (3) 
Place (X) after each asset exempt 	Value Value Type (e.g. 
Amount 	Type (e.g. div. rent. 
Date: 
Value 
Gain Identity 
from prior disclosure 
Month 
Code2 Method buy, sell, 
Code 
Code2 Code buyer/seller (ifprivate 
Code3(A-H) int.) (J-P) 
merger, 
redemption) 
Day {J-P) 
(Q-W) 
transaction) 
181. 
 
182. 
 
183. 
 
184. 
 
185. 
 
 
-Thompson Plumb Growth 
-PP Property 
-PLM Equipment Growth Fund 
-Royce Low Priced Stock 
-Royce Low Priced Stock Dividend 
Distribution 
Distribution 
Dividend Partial Sale Partial Sale 
Partial Sale 
 
6/10 
6/10 9125 
186. -Pioneer Natural Resources 	Royalty 
187. Trust (includes 188-240) 
188. 
-Schwab Money Market Fund Dividend 
 
189. 
-Vanguard Bond Index Mutual Fund Dividend 
 
190. 
-Vanguard lntennediate Treasury Mutual Fund Dividend 
 
191. 
-Harbor International Mutual Fund Dividend Partial Sale 6/10 
 
192. 
-Harbor International Mutual Fund 	Partial Sale 9125 
 
193. 
-Pimco Total Return Dividend 
 
194. 
-Diamond Trust Series Dividend Sell 1/27 
 
195. 
-SP Midcap 400 Index 	None Sell 1/27 
 
196. 
-Royce Low Priced Stock (see comments section) None 	Sell 2/10 
 
197. 
-Oppenheimer Real Asset Dividend Buy 
 
198. 
-MSCI Japan Index Fund Dividend Buy 10127 -:.:= ;-_:,:_,- .:- Vuc MellicxfCodes (SeeColwnnC2) 
redemption) 
Date Report 
Name Person Reporting 
Lynn, Barbara 
5/5/2004 VIl. INVESTMENTS and TRUSTS -income, value, transcations (includes those the spouse and dependent cbildren. Sec pp. 34-57 offiling instructions.) D 
Income during Gross value end Transactions during reporting period Description Assets 
reporting period reporting period 
(including trust assets) not exempt (I) (2) (1) (2) (I) 
(S) Place (X) after each asset exempt Amount Type (e.g. Value Value Type (e.g. Date: Value 
Gain Identity 
from prior disclosure Code div. rent Code2 Method buy, sell. Mooth Codc2 
buyer/seller 
Code Dayint.) (J-P) Code3 
(A-H) 
(ifprivatetransaction)(JP) (A-H)(Q-W) 
-Cohen Steers Realty Dividend Buy 413 
200. -Cohen Steers Realty Partial Sale 7/15 
201. -Dow Jones Basic Materials Dividend Buy 413 
202. -Dow Jonos Basic Materials Partial Sale 1218 
203. -Dow Jones Consumer Cyclical Dividend Buy 4/3 
204. 205. -Dow Jones Consumer Cyclical ----Dow Jones Consumer Non-Cyclical Dividend Partial Sale Buy 6/17 4/3 
 
206. -Dow Jones Consumer Non-Cyclical Partial Sale 6/10 
.207. -Dow Jones Energy Sector Dividend Buy 4/3 
208. -Dow Jones Energy Sector Partial Sale 6/10 
209. 
-Dow Jones Financial Sector Dividend Buy 413 
 
210. 
-Dow Jones Financial Sector Partial Sale 6/23 
 
211. 
 
 
-Dow Jones Financial Services Dividend Buy 
212. 
-Dow Jones Financial Services Partial Sale 6/17 
 
213. 
-Dow Jones Financial Services Partial Sale 6/23 
 
214. 
 
 
-Dow Jones Healthcare Dividend Buy 
215. -Dow Jones Healthcare. Partial Sale 6/18 
216. -Dow Jones Healthcare Sell 8/4 
--. LViilue MelbodCodes (Sec Column C2) --Q-u -Book -__- .- --.R. --- ::..:  ;,:: 
 
Lynn, Barbara 
5/512004 
VII. INVESTMENTS and TRUSTS -income, value, transcations (includes those the spouse and dependent children. See pp. 34-57 filing instructions.) 
217. 218. 219. 220. -A.-Description Assets (includingtrust assets) Place (X) after asset exempt from prior disclosure -Dow Jones Real Estate -Dow Jones Real Estate -Dow Jones Technology Sector -Dow Jones Technology Sector Income during reporting period (1) (2) Amount Type (e.g. Code div. rent (AH) int.) Dividend None Gross value end reporting period (1) (2) Value Value Code2 Method (J-P) Code3 (W) (1) Type (e.g. buy, sell. merger, redemption) Buy Partial Sale Buy Sell Transactions during reporting period (2) Date: Month-Day 413 7/14 413 816 not exempt from disclosure (3) Value Code2 (J-P) (4) (S) Gain Identity Code buyer/seller (if private transaction) 
221. 222. -Dow Jones Telecom -Dow Jones Telecom Dividend Buy Partial Sale 413 613 --A 
223. -Dow Jones Total Market Index Dividend Buy 4/23 
224. -Dow Jones Total Market Index Sell 711 
225. -Goldman Sachs Natural Resources Dividend Buy 413 
226. -Goldman Sachs Natural Resources Partial Sale 6/10 
227. -Goldman Sachs Semiconductor Dividend Buy 8/19 
228. -Goldman Sachs Semiconductor Partial Sale 12111 
229. 230. -NASDAQ Biotecb Index -NASDAQ Biotech Index None Buy Partial Sale 413 6/6 
231. 232. 233. 234. -NASDAQ Biotccb Index -NASDAQ Biotech Index -Rydex Tempest 500 Fund -Rydex Tempest 500 Fund None Partial Sale Sell Buy Sell 6/19 9/29 1130 413 
 
 
Date Report 
Name Person Reporting 
Lynn, Barbara 
51512004 
VII. INYESTMENTS and TR.US -income, value, tianseations (includes those the spouse and dependent children. See pp. 34-57 filing instructions.) 
Income during 
Gross value end 
Description Assets reporting period 
(incuding trust assets) 
 
Transactions during reporting period 
reporting period 
(I} 
(1) (2) (I) 
(2) 
-Place (X) after each asset exempt Amount Type (e.g. Value Value Type (e.g.from prior disclosun: Code div. n:nt Code2 Method buy, sell, 
Gain 
Value 
Identity 
Date: 
Month 
Code2 Code buyer/seller 
Day 
(J-P) (A-H) (if private inl) (J-P) Code3 
(A-H) 
merger, 
n:clemptim) 
(Q-W) 
transaction) 
-U.S. Treasury Bond Interest Buy 7121 
236. -U.S. Treasury Bond Sell 8/15 
-Goldman Sachs Networking None Buy 
238. 
-Goldman-Sachs Networking Buy 8/19 
 
239. 
 
 
-Goldman Sachs Software None Buy 
240. 
-Goldman Sachs Technology None Buy 
 
241. 
Trust (includes 241-296) 
 
 
-Schwab Money Market Fund Dividend 
242. 
-Vanguard Bond Index Mutual Fund Dividend 
243. 
 
244. 
-Vanguard Inermediatc Treasury Mutual Fund Dividend 
 
245. 
-Harbor International Mutual Fund Dividend Partial Sell 6/10 
 
 
-Harabor International Mutual Fund Partial Sell 9125 
246. 
-Pimco Total Return Dividend 
247. 
-Diamond Trust Series Dividend Sell lfl.1 
248. 
-SP Midcap 400 Index None Sell 1/27 
-Royce Low Priced Stock None Sell 2/10 
250. 
-Cohen Steers Realty Dividend Buy 4/3 
251. 
 
252. 
-Cohen Steers Realty Partial Sale 7115 
 
 
.  
 
 
  
 .-s1s.oooor1ess 
   (Se ... C2)     .., ... BOok Value .... ,,, ,,, t;: 
 
Date Report Name Person Reporting 
Lynn, Barbara 
5/5/2004 
VII. INVESTMENTS and 1RUSTS -income, value, transcations (includes those the spouse and dependent children. Sec pp. 34-57 filing instructions.) 
Description Assets (including trust assets) Income during reporting period Gross value end reporting period Transactions during reporting period 
 
not exempt from disclosure (l) (2) (l) (2) Code2 (4) 
Gain Identity (2) 
Place QC) after each asset exempt 
div. rent. Value Value Type (e.g. Dale: 
Amount Type 
Code Method buy, sell. Month-from prior disclosure Code buyer/sellerCode 
int.) (J-P) Code3 merger, Da)llldemption) 
(if private transaction)(A -H) (A-H)(Q-W) 
413 
-Dow Jones Basic Materials Dividend 
253. 
-Dow Jones Basic Materials Partial Sale 12/8 
255. 
-Dow Jones Consumer Cyclical Dividend Buy 4/3 
 
256. 
-Dow Jones Consumer Cyclical Partial Sale 6/17 
 
 
257. 
-Dow Jones Consumer Non-Cyclical Dividend 
413 
258. -Dow Jones Consumer Non-Cyclical Partial Sale 6/10 
-Dow Jones Energy Sector Dividend Buy 413 
260. 
-Dow Jones Energy Sector Partial Sale 6/10 
 
261. 
-Dow Jones Financial Sector Dividend Buy 413 
 
262. 
-Dow Jones Financial Sector Partial Sale 6/23 
 
263. 
-Dow Jones Financial Services Dividend Buy 413 
 
 
-Dow Jones Financial Services 
264. 
Partial Sale 
-Dow Jones Financial Services Partial Sale 6/23 
265. 
4/3 
266. -Dow Jones Healthcare Sector Dividend 
Partial Sale 6/18 
-Dow Jones Healthcare Sector 
267. 
8/4 
-Dow Jones Healthcare Sector 
268. 
269. -Dow Jones Real Estate Dividend Buy 413 
270. -Dow Jones Real Estate Partial Sale 7/14 
 
... 
 
  
...., 
(See ColWnll C2) 
 
Other 
-Book 
..; 
Date Report 
Name Person Reporting 
Lynn, Barbara 
51512004 
VII. INVESTMENTS and TRUSTS -income. value, transcations (includes those ofthe spouse and dependent children. See pp. 34-57 offiling instructions.) 
Income during Gross value end Transactions during reporting period 
Description Assets 
reporting period reporting period 
(incuding trust assets) 
not exempt from disclosure 
(1) (2) (1) (2) (1) 
(2) (4) (5) 
-Place (X) after each asset exempt Amount Type (e.g. Value Value Type (e.g. div. n:nt 
Date: 
Value Identity from prior disclosure 
Code2 Method buy, scll, 
Month- 
Code Code2 Code buyer/seller 
(AH) int.) (J-P) Codc3 
(A-H) 
merger, 
Day (if private (J-P)redemption) 
transaction) 
(Q-W) 
-Dow Jones Technology Sector 
Buy 4/3 
271. 
272. -Dow Jones Technology Sector Sell 816 
-Dow Jones Telecom Dividend Buy 
274. -Dow Jones Telecom Partial Sale 
275. -Dow Jones Total Market Dividend Buy 4123 
276. -Dow Jones Total Market Sell 711 -.. 
 
277. 
-Goldman Sachs Natural Resources Dividend Buy 
278. -Goldman Sachs Natural Resources Partial Sale 6/10 
-Goldman Sachs Semiconductor Dividend Buy 5/12 
-Goldman Sachs Semiconductor Sell 
280. 
281. 
-Goldman Sachs Semiconductor Buy 8/19 
 
282. 
-Goldman Sachs Semiconductor Partial Sale 12/11 
 
283. 
-NASDAQ Biotech Index Buy 413 
 
 
284. -NASDAQ Biotech Index Partial Sale 616 
285. -NASDAQ Biotech Index Sell 6/19 
286. 
-NASDAQ Biotccb Index Buy 
287. -NASDAQ Biotccb Index Sell 9fl9 
. 
288. -Rydex Tempest 500 Fund Buy 1130 
 
 
T 
... ..... 
(See Col 13-0ok: Vale   
Lynn, Barbara 
-income, value, transcations (includes those the spouse and dependent children. Sec pp. 34-57 filing instructiODS.) 
 
VII. INVESTMENTS and TRUSTS 
Income during Gross value end Transactions during reporting period 
Description ofAssets 
reporting period reporting period 
(incJuding trust assets) 
(1) (2) (1) (2) (I) 
not exempt disclosure -Place (X) after each asset exempt from prior disclosure Amount Codel (A-H) Type (e.g. div. rent int.) Value Code2 (J-P) Value Codc3 (Q-W) Type (e.g. buy, sell, merger, redemption) (2) Date: Mondl-Day (3) Value Codc2 (J-P) (4) Gain Code (A-H) (S) Identity buyer/seller (if private transaction) 
289. -Rydex Tempest 500 Fund Sell 413 
290. -U.S. Treasury Bond Interest Buy 7!2.l 
291. -U.S. Treasury Bond Sell 8/15 
292. -Goldman-Sachs Networking Buy 4/3 
293. -Goldman Sachs Software Buy 413 
294. -Goldman Sachs Technology Buy 4/3 
--- - 
295. -Oppenheimer Real Asset Dividend Buy 6/4 
296. -MSCl Japan Index Fund Dividend Buy 10/27 
297. Charles Schwab SEP-IRA# (includes 298-300) 
298. -Schwab Money Market Fund Dividend 
299. -Gateway Mutual Fund Dividend 
300. -Harbor Capital Appreciation Mutual Fund Dividend Partial Sale 6/10 
301. Charles Schwab IRA Rollover (includes 302-313) 
302. -Schwab Money Market Fund Dividend 
303. -Pimco Total Return Mutual Fund Dividend N 
304. -Pimco Foreign Bond Mutual Fond Dividend 
305. -Gateway Mutual Fund Dividend 
306 -Harbor Capital Appreciation Mutual Fund Dividend Partial Sale 6/10 
  (5,e 
BoOkValuo 
.;;Other. 
(See Column C2) 
Date Report 
Name ofPerson Reporting 
Lynn, Barbara 
5/5/2004 
VIl. STMENTS and TRUSTS -income, value, transcations (includes those ofthe spouse and dependent children. See pp. 34-57 offiling instractions.) 
Income during Gross value end Transactions during reportingperiodDescription ofAssets reporting period reporting period(incwling trust assets) 
not exempt from disclosure 
(I) (2) (1) (2) (1) 
(2) (3) 	(4) (5) 
Date: 	Value GainCode 
Place (X) after each asset exemptfrom prior disclosure 
Value Value 
Code2 Method 
 
Type (e.g. 
Amount Type 
Codel div. rent. 
Identity 
buyer/sellerMonth- 
buy, sell. 
(J-P) Code3 	merger, Dayredemption) 
Code2(J-P) (ifprivate 
transaction) 
(A-H) 
int.) 
(Q-W) 
307. -Harbor Capital Appreciation Mutual Fund Partial Sale 9/25 
308. -Tweedy Browne Global Value Mutual Fund Dividend Partial Sale 6/10 
309. -Tweedy Browne Global Value Mutual Fund Partial Sale 9/25 
310. 311. -Oppenheimer Real Asset -Dow Jones Basic Materials Dividend Dividend Buy Buy 6/4 8/19 
312. 313. -Dow Jones Basic Materials - --Dow Jones Consumer Non-Cyclical Dividend Sell Buy 12/8 8/19 
314. Charles Schwab IRA (includes 315-321) 
315. -Schwab Money Market Fund Dividend 
316. -Pimco Total Return Fund Dividend 
317. -Fremont Micro Cap Mutual Fund None Partial Sale 6/10 
318. -Fremont Micro Cap Mutual Fund Partial Sale 9/25 
319. -Gateway Mutual Fund Dividend 
320. -Tweedy Browne Global Value Mutual Fund Dividend Partial Sale 6/10 
 
-Meridian Value 	None 
321. 
322. Rental Property #l, Dallas, Rent 
323. 401k-Transamerica None 
324. Lexington Corp. Properties Trust (REIT) Dividend 
........ ....... ... 
 
.  
 
::f7, 
  ..,: 
 .... ...... 
. =Other 
. 
(SecColwmiC2) 
Date Report 
Name Person Reporting 
Lynn, Barbara 
51512004 
VII. INVESTMENTS and TRUSTS -income, value, transcatioos (includes those the spouse and dependent children. See pp. 34-57 filing instructions.) 
Gross value end 
Income during 
Transactions during reporting period 
Description Assets 
reporting period 
i:eponing period 
(including trust assets) 
not exempt from 
(1) (2) 
(1) 
(2) 
(4) 
(2)Date: 
Code2 
Place (X) after each asset exemptfrom priOI disclosure 
Value Value 
Type (e.g. 
Identity Amount Gain 
Type (e.g.div. rent. 
buy, sell, 
Month 
Code2 Method 
merger, 
Code 
Code! 
buyer/seller 
Day 
(J-P) Code3 
(A-H) int) 
(J-P) 
(A-H) (if private 
transaction) 
redemption)(Q-W) 
Interest 
325. Bank One Checking Account 
 
 
 
 
:_ -:-:..  
.. c 
Name Person Reporting 
Date Report Lynn, Barbara 
5/512004 
(Indicate part Report.) 
vm. ADDmONAL INFORMATION EXPLANATIONS 
VII. Investments and Trusts 
Lines and 65: Scuddec Municipal Bond Mutual Fund (previously listed Morgan Grenfell Municipal Mutual Fund 2002 Financial Disclosure). 
 
Line196: Royce Low Priced Stock inadvertently listed Roya Low Priced Stock 2002 Financial Disclosure. 
 
Lynn, Barbara 51512004 
 
IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance with the provisions U.S.C.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations.