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Judicial Watch • Barbara M Lynn Financial Disclosure Report for 2003

Barbara M Lynn Financial Disclosure Report for 2003

Barbara M Lynn Financial Disclosure Report for 2003

Page 1: Barbara M Lynn Financial Disclosure Report for 2003

Category:Financial Disclosure

Number of Pages:25

Date Created:February 2, 2005

Date Uploaded to the Library:November 13, 2013

Tags:Barbara M Lynn, Goldman, Sector, Sachs, Barbara, jones, Schwab, partial, mutual, 2003, dividend, IRS, Financial Disclosure, ICE, CIA, 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.) 

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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.  -Ishai'es 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 'J: 
 ::.. :'.. 
_:.--.=.'.;:,;: '.'.;': :: ;::
.
..
 ... '.  


.:p4

 -. "'R =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 

':. -:.:= ;-_:,:_,-' .:- 
3'. 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.  --- ::..:   ;,::



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