POSITION
;-
2:o-,
:::'
·.')
Report Required by the Ethics FINANCIAL DISCLOSURE REPORT AOJO in Government Act of 1978 Rw. 112006 FOR CALENDAR YEAR 2005 (5 U.S.C. opp.§§ 101-11 /)
I. Person Reporting (last name, first, middle initial)
Lynn, Barbara M
2. Court or Organization -
-
U.S.D.C.-No. District of Texas
3. Date of Report
05/01/2006
4. Tille (Article Ill judges indicate active or senior status; magistrate judges indicate full- or part-time)
Active Federal Judge
Sa. Report Type (check appropriate type)
D Nomination> Date
D Initial Annual 0 Final
6. Reporting Period
01/01/2005 to
12/31/2005
Sb. D Amended Report
7. Chambers or Office AddreSJ
1100 Commerce St, Room 1572 Dallas, TX 75242
8. On the basis of the information contained in this Report and any modifications pgrtaining thereto, it is, in my opinion, in compliance with applicable laws and regulations.
Reviewing Officer Date
IMPORTANT NOTES: The instructions act;ompanying this form must be followed. Complete all parts, checking the NONE box for each part where you have no reportable information. Sign on last page.
I. POSITI 0 NS. (Reporting inilivi4uol only; see pp. 9-13 of instructions.)
D NONE (No reportable positions.) ·
NAME OF ORGANIZATION/ENTITY
I.Member Executive Board, Southern Methodist University Dedman School ofLaw
2. Board Member, Treasurer International Womens Forum - Dallas
3. Past President, Executiv Committee Patrick Higginbotham Inn of Court
4. Trustee The Center for American and International Law
5. Trustee Trust #1 (Dallas, Texas)(Income and Principal Beneficiary)
6. Secretary Federal Trial Judges Conference, Judicial Division of the American Bar Association
II. AGREEMENTS. (Reporting iniliviilual only; see pp. 14:16 of instructions.)
NONE (No reportable agreements.)
c:_ _;·PARTIES AND TERMS ,._, f'\j
I. ' ·
---..
2.
3.
SOURCE AND TYPE
5.
4.
5.
Date or Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT
Page 2of19 05/01/2006Lynn, Barbara M
HJ. N 0 N-JNVESTMENT JN CO ME. (Reporting indMdual and spouse; see pp. I 7-14 of instructions.)
A. Filer's Non-Investment Income
[KJ NONE (No reportable non-investment income.)
SOURCE AND TYPE INCOME (yours, not spouse's)
I.
2.
3.
4.
B. Spouse's Non-Investment I come - lfyou were married during any portion of the reporting year, complete this section.
(Dollar amount not requ_ired except/or honoraria.)
D NONE (No reportable non-investment income.)
I. 2005 Michael P. Lynn P.C.
2.
3.
IV. REIMBURSEMENTS - transportation, wdging,faod, entertainmenL
(Includes those to spouse ond dependent children. See pp. 25-27 of instructions.)
D NONE (No reportable reimbursements.)
SOURCE DESCRIPTION
1.ABA Key Biscayne, FL, January 7-8, ABA Section Winter Meeting (meals, hotel, transportation)
2.ABA Salt Lake City, UT, February 12-13, ABA Midyear Meeting (meals, hotel, transportation)
3.ABA Washington, DC, March I0-13, ABA Bankruptcy Meeting (meals, hotel, transportation)
4.ABA Newport Beach, CA, April 14-17, ABA Judicial Division Meeting (meals, hotel, transportation)
5.ABA Washington, DC, April 25-27, ABA SCFJI Meeting (meals, hotel, transportation)
6.ABA Quebec, Canada, June 22-25, ABA Section Spring Meeting (hotel, meals, transportation)
7.ABA Chicago, IL, August 3-8, ABA Annual Meeting (hotel, meals, transportation)
Dale of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT
Page 3of19 05/0112006Lynn, Barbara M
8.ABA Chicago, IL, September 23-24, ABA Section Fall eting (hotel, meals, transportation)
9.ACTL Dana Point, CA, November I 7-20, ACTL Ad Hoc Committee on Relationship with . Judiciary (hotel, meals, transportation)
DESCRIPTION
·CREDITOR DESCRIPTION VALUE
FINANCIAL DISCLOSURE REPORT
Page4of19
Name of Penon ·Reporting
Lynn, Barbara M
V. GIFTS. (includes thoS< lo spouse and dependent children. See pp. 16-31 of instructions.)
[RJ NONE (No reportable gifts.)
SOURCE
L
2.
3.
4.
5.
VJ. LIABILITIES. (Includes those of spouse and depemfent children. See pp. 32-3'1 o/instruction.J.)
[RJ NONE (No reportable liabilities.)
Date ofRtport
05/01/2006
VALUE
CODE
I.
2.
3.
4.
5.
B. c.
{I)
(A-H)
Dale of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT
Page 5of19 05/01/2006Lynn, Barbara M
VII. INVESTMENTS and TRUSTS - income, value, transactions (includes those of the spouse and dependent children. Su PP· 34-57 of filing instructions)
0 NONE (No reportable income, assets, or transactions.)
A. D.
Description of Assets Income during Gross value al end of Transactions during reporting period (including trust assets) reporting period reporting period
If not cxcmpc from disc:Josure (2) (I)(I)(2) Place "(X)" after each asset Amount Type(e.g. Value Value Type(c.g. (2) (3) (4) (5)
exempt from prior disclosure Code I div., rent, Code2 Method buy, sell, Date Value Gain Identity of (A-H) or inl) (J-P) Code 3 merger Month· Code2 Code I buyer/seller
redemption)(Q-W) Day (J-P) (if private
transaction)
I.
2. Charles Schwab Brokerage Account# I (includes 2-42)
.3. -Schwab Tax Exempt Money Market Fund
D Dividend N T
4. -Scudder Municipal Bond Mutual Fund D Dividend N T
5. -Vanguard Intennediate Tenn Municipal D Dividend N T Bond Mutual Fund
6. -Pimco Foreign Bond Mutual Fund A Dividend J T
7. -DFA US 6-IOValue Mutual Fund c Dividend K T
8. -Managers Fremont US Micro Cap None K T Mutual Fund·
9. -Gateway Mutual Fund B Dividend L T
10. -Harbor Capital Appreciation Mutual A Dividend K T Fund
11. -Janus Balanced Mutual Fund A Dividend K T
12. -Vanguard Index Trust Mutual Fund A Dividend K T
13. -Tweedy Browne Global Value Mutual A Dividend K T Fund
14. -Mosaic Investors D Dividend M T
15. -Royce Low Priced Stock D Dividend M T
16. -Dow Jones Telecom A Dividend Sell 4/4 J c
17. -Goldman Sachs Natural Resources B Dividend N T Buy 8/17 N
I. Inco m e Gain Codes: A =Sl.000 or kss B =S 1.00 t - S2.500 c =$2.501 -$5.000 D=S5.00I - St5,000 E=$15,001 -$50,000
(See Columns BI and 04) F =$50,00 I - $I 00,000 G =$100,00t · Sl,000,000 HI =$ 1,000,001 · $5,000,000 H2 =More than S.S, 000,000
2. Vatu.:Codcs J=$15,000 or less K=S 15,001 - $50,000 L=$50.00 I - $I 00,000 M =SI00,001 · $250,000
(Sec Columns Cl and 03) N=$250.00t -$500,000 0=$500,001 -$1,000.000 Pl =Sl,000,001 -$5,000.000 P2=$5,000.001 - $25.000.000
3. Value M ethod Codes
(Sec Column C2)
PJ =S25,ooo.001 -s5o.ooo.ooo
Q=Appraisal R =Cost (Real Estate Only) V=Other
P4 =Mor e than S50,000,000
S=Assessment T=Cash Market
U=Book Value W=Estimated
FINANCIAL DISCLOSURE REPORT
Page 6of19
Name of Persoa Reporting
Lynn, Barbara M
Date of Report
05/0112006
VII. INVESTMENTS and TRUSTS - income, value, transactions (indudu those of the spouse and dependent chfldrelL Su PP· 34-57 of filing instructions)
D NONE (No reportable income, assets, or transactions.)
A. Description of Assets
(including trust assets)
Place "(X)" after each asset Type(e .exempt from prior disclosure
B.
Income during
reporting period
c.
Gross value at end of
reporting period
D.
Transactions during reporting period
(I) Amount Code I
(A-H)
(2) Type(ediv., rcn
or int.)
(I) Value
Code2 (J-P)
(2) Value
Method Code 3
(Q-W)
(I) g.
buy, sell, merger, redemption)
If nol Cllcmpl from disclosure
g.(2) Date Month-Day
(3) Value Code 2 (J-P)
(4) Gain Code I
(A-H)
(5) Identity of buyer/seller
(if private transaction)
.
18. -Goldman Sachs Networking
19. -Goldman Sachs Software
20. -Goldman Sachs Technology
21. -Goldman Sachs Technology
22. -MSC! Japan Index Fund
23. -!shares 1-3 Year Treasury Fund
24. -Cohen & Steers Realty
25. -Dow Jones Basic Materials Sector
26. -Dow Jones Consumer Services
27. -Dow Jones Consumer Services
28. -Dow Jones Consumer Goods
29. -Dow Jones Energy Sector
30. -Rydex Juno Fund
31. -Goldman Sachs Semiconductors
32. -Pimco Commodity Fund
33. -Russell 2000 Index
34. -!shares Latin America
A
A
A
D
A
A
A
A
E
B
D
None
Dividend K
Dividend
None
Dividend
Dividend M
Dividend
Dividend
Dividend
Dividend
None
None
Dividend M
Dividend M
Dividend N
Sell
T
Buy
Sell
Sell
Sell
T Buy
Sell
Buy
Sell
Sell
Sell
Sell
Sell
T
T Buy
T Buy
3n K D
I/II L
4121 L
4/15 M D
1/20 L D
5125 M
6/28 L c
I/II L
6/28 L
6/29 L c
5125 M E
2/4 M
117 M
3/9 M
1/11 M
I. Incom e Gain Codes: A =S 1,000 or less B =SJ,001·52,500 C =S2,50 I · SS,000 D=S5,00I -Sl5,000 E =S 15,00 I · $50,000
(Sci: Columns BI and 04) F =S50,00 I · SI 00,000 G =SJ00,001 • Sl;000,000 HI =SJ,000,001 · S5,000,000 H2 =More than $5,000,000 2. Value Codes J =SIS,000 or less K =SJ5,00I • SS0,000 L =$50,001 · SJ00,000 M =SI00,001 · S250,000
(See Columns Cl and DJ) N =S250,00I · $500,000 0 =SS00,00 I - S 1,000,000 Pl =SJ,000,001 • S5,000,000 P'2=$5,000,00 I • $25,000,000
3. Value Method Codes PJ =$25,000,001 · S50,000,000 R =Cost (Real Es1arc Only) P4 =Meire than S50,000,000. T =Cash Markel (Sec Column C2) Q =Appraisal V=01hcr S =Assessment
U =Book Value W=Estimatcd
05/01/2006
(3)
Date orReportName or Person Reporting FINANCIAL DISCLOSURE REPORT
Page 7of19 Lynn, Barbara M
VII. INVESTMENTS and TRUSTS - income, •• iue, tr•ns•ctions (includes those of the spouse •nd dependent chiiaren. s.. pp. 14-s1 of filing ins1rucnonsJ
D NONE (No reportable income, assets, or transactions.)
A.
Description of Assets
(including trust assets)
Place "(X)" after each asset exempt from prior disclosure
B.
Income during
reporting period
c.
Gross value at end of
reporting period
D.
Transactions during reporting period
(I) (2) (I) (2) (I) lfnol exempt from disclOSW"c
Amount Code I
(A-ll)
Type (e.g. div., ren
or int.)
Value
Code 2 (J-P)
Value Method
Code 3
(Q-W)
Typc(e.g. buy, sell, merger, redemption)
(2) Dale
Month -Day
Value
Code 2
(J·P)
(4) Gain Code I
(A-H)
(5) Identity of buyer/seller
(if private transaction)
35. -Ischares Latin America Buy 7/26 M
36. -MSC! Brazil Index D Dividend N T Buy 1127 M
37. -MSCIBrazil Index Buy 1112 N
38. -Dow Jones Financial Sector A Dividend Buy 1111 L
39: -Dow Jones Financial Sector Sell 6/29 L A
40. -Dow Jones Financial Services None Buy 1/1 L
41. -Dow Jones Financial Services Sell 3121 L
42. -Dllw Jones Transportation A Dividend Buy 2/10 M
43. -Dow Jones Transportation Sell 9/13 M B
44. Charles Schwab Brokerage Account #2 (includes 44-79)
45. -Schwab Tax Exempt Money Market D Dividend N T
46. _-Scudder Municipal Bond Mutual Fund D Dividend N T
47. -Vanguard Intermediate Municipal Bond Mutual Fund
48. -Pimco Foreign Bond Mutual Fund
D
B
Dividend
Dividend
N
K
T
T
49. -DFA US &-IO Value Mutual Fund c Dividend K T
50. -Managers Fremont US Micro Cap Mutual Fund
51. -Gateway Mutual Fund B
None
Dividend
K
M
T
T
1. Income Gain Codes: A =SI .000 or less B =S 1,00 I · S2,500 C =S2,50 I • S5,000 D=S5,00l -St5,000 E =Sl5,001-S50,000
(Sec Columns BI and 04) F =S50.00 I · SI 00.000 G =SI00,001 · Sl,000.000 Ht =Sl,000,001 ·S5,000,000 H2 =More than $5,000,000
2. Val u e Codes J :::SJS.000 or less K =S 15,00 t · S50.000 L=S50,00I • SI00.000 M =SI 00,00 I • S250,000
{Sec Columns Cl and 03) N =S250,00 I • $500,000 0 =$500,001. Sl.000,000 Pl =Sl,000,001 · $5,000,000 P2 =S5.000,001 . S25,000,000
3. Value Me1hod Codes PJ =S25.ooo,001 • s5o.ooo.ooo R =Cost (Real Es1a1c Only) P4 =More than $50,000,000 T =Cash Market
(Sec Column C2) Q =Appraisal V =Other S =Assessment
U =Book Value W =Eslimaled
FINANCIAL DISCLOSURE REP.ORT
Page 8of19
Name orPersoa Reporting
Lynn, Barbara M
Date or Report
05/01/2006
VII. INVESTMENTS and TRUSTS -income, value, transactions (includes those of the spouse and dependent cM/dren. Su PP· 34-57 of filing instructions)
D NONE (No reportable income, assets, or transactions.)
A . Des cription of Assets
(including l1Usl assets)
Place "(X)" after each asset
exempi from prior disclosure
B.
Income during reporting period
c.
Gross value at end of reporting period
D.
Transactions during reporting period
(I) (2) (I) (2) (I) If not empt &om di.scJosµre
Amount Code I
(A·H)
Typc(e.g. div., rent,
or int)
Value Code 2 (J-P)
Value Method Code3
(Q-W)
Type (e.g. buy, sell, .merger, redemption)
(2) Date Monlh-Day
(3) Value Code2
(J-P)
(4) . Gain
Code I
(A-H)
(5) Identity of buyer/seller
(if private transaction)
52. -Harbor Capital Appreciation Mutual Fund
53. -Janus Balanced Mutual Fund
54. -Vanguard Index Trust Mutual Fund
55. -Tweedy Browne Global Value Mutual Fund
56. -Mosaic Investors
51. -Royce Low Priced Stock
58. -Dow Jones Real Estate
59. -Dow Jones Real Estate
60. -Dow Jones Telecom
61. -Cohen & Steers Realty
62. -!shares 1-3 Year Treasury Fund
63. -Dow Jones Basic Materials
64. -Dow Jones Consumer Goods
65. -Dow Jones Energy Sector
66. -Goldman Sachs Networking
67. -Goldman Sachs Software
68. -MSC! Japan Fund
A
A
A
B
D
D
A
c
A
A
A
A
A
Dividend K
Dividend K
Dividend K
Dividend M
Dividend M
Dividend M
None
Dividend
·Dividend M
Dividend
Dividend
Dividend
Dividend
None
Dividend K
None
T
T
T
T
T
T
Buy
Sell
Sell
T Buy
Sell
Sell I
Sell
Sell
Sell
T
Sell
1/11 M
3/23 M
414 J c
3/9 M
1/20 L
6/28 K D
6/29 K c
5/25 K D
317 K D
4/15 M D
1. Income Gain Codes: A =SJ,000 or less B =Sl,001- $2,500 C =S2.SO I -$5,000 D =SS,001 • Sll,000 E =$15,001 - S50,000
(Sec Columns BI and 04) F =$50,001 • SI 00,000 G =$100,001- Sl.000,000 HJ =Sl,000,001-$5,000,000 H2 =More 1han $5,000,000
2. Value Codes J =SIS,000 or Jess K =SIS,001 - $50,000 L =$50,00 I • SI 00,000 M =SI 00,001 • $250,000
(Sec Columns Cl and DJ} N =$250,00 I - $500,000 0 =$500,001. $1,000,000 Pl =$1,000,001 -$5,000,000 P2 =Sl.000,001 -$25.000,000
3. Value Mc1hod Codes PJ =$25,000,001 -$50,000,000 R =Cost (Real Es1a1c Only) P4 =More !ban $50.000,000 T =Cash Market
(See Column C2) Q =Appraisal V=Olh<:r S =Assessment
U =Book Value W=Estimalcd
c.
K
(I) (2)
(4)
(J-P)
319
Date of Report Name of Penoa Reporting FINANCIAL DISCLOSURE REPORT
Page 9of19 05/01/2006Lynn, Barbara M
VII. INVESTMENTS and TRUSTS - income, vo/ue, tronsactions (includes those of the spouse and dependent chirdretL See PP· 34-57 offiling instructions)
D NONE (No reportable income, assets, or transactions.)
A. B. D.
Descriplion of Assels Income during Gross value al end of T ransaclions during reporting period (including trust assels) reporting period rcporling period
(2)(I) (I) Jfnot exempt from disclosure
Amount Value ValueType(e.g. Type(e.g.Place "(X)" after each asset (2) (3) (5) Code I div., rent, Code 2 Methodexempt from prior disclosure buy, sell, Jdenlity of GainDate Value
or inL) Code3 merger, buyer/seller(A-H) (J-P) Code ICode 2Month-redemption) Day(Q-W) (ifprivate(A-H)
69. -Goldman Sachs Semiconductor None
70.-Rydex Juno Fund None
71.-Pimco E Dividend M T
72. -Dow Jones Utility D Dividend N T
73. -Rydex S&P 500 B Dividend M T
74. -S&P Smallcap 600 B Dividend M T
75. -!shares Emerging Mkts c Dividend M T
76.-Ishare5 Emerging Mkts
77. -!shares Global Energy c Dividend N T
78. -MSC! Brazil Index B Dividend· M T
79. -!shares Russell 3000 None
Sell
Sell
Buy
Buy
Buy
Buy
Buy
Buy
Buy
Buy
1/7
214
4/15
J/11
1/11
1/11
3/15
8/17
1/27
111 I
M
M
N
M
M
M
L
N
L
M
transaction)
80. -!shares Russell 3000 DSell M
81. Charles Schwab Brokerage Account #3 (includes 81-82)
82. -Schwab Tax Exempt Money Market c Dividend
83. -MSC! Austria Index B Dividend
84. Charles Schwab Brokerage Account #4 (include 84)
85. -Schwab Money Market A Dividend
K T
M T Buy 1127 M
T
I. Income Gain Codes: A =S 1,000 or less B=Sl,001. S2,500 C -S2,501 • $5,000 D=S5,00I. Sl5,000 E =Sl5,00I · $50,000
(See Columns BI and 04) F=S50,00 I • SI 00,000 G =SI00,001 • Sl,000,000 HI =Sl,000,001 • S5, 000,000 H2 =More thail S5,000,000
2. Value Codes J=Sl5,000 or less K=Sl5,00I · S50,000 L=$50,001 · SI00, 000 M =SI00,001 -S250,000
(Sec Columns CJ and 03) N =S250,00 I • S500,000 0 =S500,00I . Sl,000,000 Pl =Sl,0000001 · S5,000,000 n s5,ooo,001 . s25.ooo,ooo
J. Value Method Codes PJ =S25,000,00I . S50,000,000 R =Cost (Real Esta1e Only) P4 =More than $50,000,000 T =Cash Market
(Sec COiumn C2) Q=Ap)lfaisal V=01her S=Assessment
U =Book Value W=Estimated
FINANCIAL DISCLOSURE REPORT
Page 10of19
N•m• of Persoa Reporting
Lynn, Barbara M
Date of Report
05/01/2006
VII. INVESTMENTS and TRUSTS - in ome, 'l'O/ue, lr•ns•ctions (includes those of the spouse •nd dependent clti[dren. See PP· 34-57 of filing instructions)
D NONE (No reportable income, assets, or transactions.)
A. B. c.
Description of Assets Income during Gross value at end of
(including trust assets) reporting period reporting period
(I)
Place "(X)" after each asset Amount
exempt from prior disclosun:
86. Chailes Schwab IRA Rollover #1 (includes 86-100)
87. -Schwab Money Market
88. -Meridian Value
89. -TCW Galileo Value
90. -Thompson Plumb GroWth
91. -Oppenheimer Real Asset
92. -Dow Jones Energy Sector
93. -Dow Jones Financial Sector
94. -Dow Jones Financial Services
95. -Goldman Sachs Software
96. -Goldman Sachs Networking
97. -Dow Jones Basic Materials
98. -Profunds Ultra Energy
99. -Dow Jones Consumer Goods
100. -!shares Global Energy
IOI. -Ishares Emerging Markets
I 02. Charles schwab IRA #1 (includes 102-109)
I. Income Gain Codes:
{See Columns BI and 04)
2. Va J ue Codes
A =S 1,000 or less
F s50,001. s100.ooo
J=SIS,000 or Jess
Code I
(A-H)
D
E
E
D
A
A
A
A
B
B
B
c
(Sec Columns Cl and 03) N=S2.50,001 -S500,000
3. Value Method Codes
(Sec Column C2)
P3 =SZ5,000,00 I · S50,000,000
Q =Appraisal
U=Book Value
(2) (I) Type(e.g. Value
div., rent, Code 2
or inl) (J-P)
Dividend M
Dividend M
Dividend M
Dividend M
Dividend J
Dividend
Dividend
None
Dividend L
None
Dividend
None M
Dividend
Dividend M
Dividend N
B =SJ,001 -SZ,500
G =SJ00,001 -Sl,000,000
K=Sl5,00l-S50,000
O=S500,00l -Sl,000,000
R =Cost (Real Estalc Only)
V =Other
(2) (I) Value Type(e.g.
Method buy, sell,
Code 3 merger7
(Q-W) redemption)
T
T
T
T
T
Sell
Sell
Sell
T Buy
Sell
Sell
T Buy
Sell
T Buy
T Buy
C =S2,501 -S5,000
HI =Sl,000,001 · $5,000,000
L=S50,00I -SI00,000
PI =S 1,000,00 I · S5,000,000
P4 =More than $50,000,000
S =Assessment
W=Es1imated
D.
Transactions during reporting period
lfn<>t exempt from disclosure
(2) (3) (4) Date Value Gain
Month - Code 2 Code I
Day (J-P) (A-H)
5125 L E
6/29 K D
3/21 K D
I/II L
3/7 K D
6/28 N D
6121 M
6/29 M E
9113 M
11/4 M
D=S5,00l-S15,000
H2 =More than SS,000,000
M =SIOO,OO! -S250,000
P2=S5,000,00I -S25,000,000
T=Cash Market
(5) Idenlity of
buyer/seller
(if private
transaction)
E =$15,001 - S50,000
FINANCIAL DISCLOSURE REPORT
Page 11of19
Name or Person Reporting
Lynn, Barbara M
Dale of Report
05/01/2006
VII. INVESTMENTS and TRUSTS - income, value, transactions (includes thou of th• spouse and dependent c/;;1dren. s .. PP· u-57 offuinc instructions)
D NONE (No reportable income, assets, or transactions.)
A. Descriplion of Assets
(including trust assets)
Place "(X)" after each assei
exempt from prior disclosure
103. -Schwab Money Market A Dividend J T
B.
Income during
reporting period
c.
Gross value at end or reporting period
D.
Transactions during reporting period
(I) (2) (I) (2) (I) Ifnot exempt from disclosure
Amount
Codcl
(A-H)
Type(e.g. div., rent,
or int)
Value
Code 2
(J-P)
Value
Method Code3
(Q-W)
Type(e.g. buy, sci merger,
redemption)
(2) Date
Month-Day
(3) Value
Code2
(J-P)
(4) Gain
Code I
(A-H)
(5) Jdenlity or buyer/seller
(if private transaction)
104. -Pimco Total Return Mutual Fund A Dividend ] T
105. -Managers Fremont US Micro Cap None K T Mutual Fund
106. -Gateway Mutual Fund A Dividend ] T
107. -Tweedy Browne Global Value A Dividend ] T Mutual Fund
108. -Meridian Value A Dividend ] T
I09. -Oppenheimer Real Asset B Dividend J T
IJO. -Profunds US Govt A Dividend K T Buy 512 K
Ill. Trust#) (includes 111-118)
Bond Mutual Fund
I14. -Managers Fremont US Micro Cap Mutual Fund
None K T
115. -Gateway Mutual Fund B Dividend L T
I 16. -Tweedy Browne Global Value Mutual Fund
A Dividend ] T
117. -P&P Property 88 A Distribution ] w
118. -PLM Equipment Growth Fund A Distribution ] w
I 19. -Pioneer Natural Resources None ] w
112. -Schwab Tax Exempt Money Market B Dividend L T
TI 13. -Vanguard Intermediate Municipal c Dividend L
I. Income Gain Codes: A =SJ,000 or less B =$ 1,00 I -$2,500 C =$2,50 I - S5,000 D=S5,001-Sl5,000 E=Sl5,00l -S50,000
(Se< Columns BI and D4) F=$50,00 I -SI 00,000 G =$100,001 • Sl,000,000 HI =Sl,000,001-S5,000,000 H2 =More lhan $5,000,000
2. Value Codes J=$15,000 or less K =$15,001 -$50,000 L =$50,001 • SI00,000 M =SI00,001 • $250,000
(Se< Columns Cl and DJ) N=$250,001 • $500,000 0 =$500,001-$1,000,000 Pl =Sl,000,001-$5,000,000 P2 =$5,000,001 -$25,000,000
J. Value Melhod Codes PJ =$25,000,001 • S50,000,000 R =Cost (Real Es1a1e Only) P4 =More than $50,000,000 T=Cash Marker
(Sec Column C2) Q =Appraisal V=Othcr S=Assessment
U =Book Value W =Estimated
J
FINANCIAL DISCLOSURE REPORT
Page 12of19
Name ofPerson Reporting
Lynn, Barbara M
Date of Report
05/01/2006
VII. INVESTMENTS and TRUSTS - incom•, valu•, transactions (includes thos• of the spouse and dependent children. see PP· 14-57 of filing instructions)
D NONE (No reportable income, assets, or transactions.)
A.
Description of Assets
(including trust assets)
Place "(X)" after each asset
exempt from prior disclosure
B.
Income during
reporting period
c.
Gross value at end of
reporting period ·
D.
Transactions during reporting period
(I) (2) (I) (2) (I ) If not exempt from disclosure
Amount
Code I
(A-H)
Type (e.g. div., rent,
or inl)
Value
Code 2
(J-P)
Value
Method
Code 3
(Q-W)
Type(e.g. buy, sell, merger,
redemption)
(2) Dale
Month -Day
(3) Value Code 2
(J-P)
(4) Gain
Code I
(A-H)
(5) Identity of buyer/seller
(if private transaction)
120. Trust #2 (includes 120-136)
12 I. -Schwab Tax Exempt Money Market A Dividend K T
122. -Pimco Tntal Return Mutual Fund c Dividend L T
123. -Vanguard Intermediate Municipal c Dividend L T Bond Mutual Fund
124. -Pimco Foreign Bond Mutual Fund c Dividend K T.
125. -DFA US 6-10 Value Mutual Fund B Dividend J T
126. Managers Fremont US Micro Cap None J T Mutual Fund
127. -Gateway Mutual Fund B Dividend M T
128. -Tweedy Browne Global Value A Dividend K T Mutual Fund
129. -Meridian Value A Dividend J T
130. -TCW Galileo Value A Divi.dend J T
131.-Thompson Plumb Growth A Dividend J T
132. -P&P Properly 88 A Distribution w
133. -PLM Equipment Growth Fund A Distribution J w
134. -Royce Low Priced Stock c Dividend L T
135. -Pioneer Natural Resources Royalty J w
136. -Profunds US Govt A Dividend K T Buy 5/2 K
I. lncome Gain Codes: A =Sl,000 or less B =$1,001 • $2,500 C =S2.50 I • $5,000 D =$5,001 • $15,000 E =S 15,00 I · $50,000 (See Columns BI and 04) F=$50.001 - SI00,000 G=SIOO,OOl ·Sl,000,000 HI =Sl,000,001-S5.ooo.ooo H2 =More than $5.000,000
2. Value Codes J =SIS.000 or Jess K =$15,001 • S50,000 L=S50.00I. SI00,000 M =SI00,001 • $250,000 (See Columns CI and DJ) N =$250,001 - $500,000 0 =$500,00 I • S 1,000.000 Pl =Sl ,000,001 -$5,000,000 P2 =$5,000,001. $25,000,000
3. Value Method Codes P3 =$25,000,001 • $50,000,000 R =COs! (Real Estate Only) P4 =More than .$50,000,000 T =<Cash Market (Seo Column C2) Q =Appraisal V=Other S =<Assessment
U ::Book Value W""Estimated
of filing
Date of Report Name of Persoa Reporting FINANCIAL DISCLOSURE REPORT
Page 13of19 05/01/2006Lynn, Barbara M
VTI. INVESTMENTS and TRUSTS - mcom•, va1iu, transactions (includes those of th• spouse and dependent chitdren. see pp. J4-s1 instructions;
D NONE (No reportable income, assets, or transactions.)
A.
Description of Assets
(including trust assets)
Place "(X)" after each asset
exempt from prior disclosure
13 7. -Cohen &Steers Realty c Dividend L T Buy I/II L
B.
Income during
reporting period
c.
Gross value at end of
reporting period
D.
Transactions during reporting period
(I) (2) (I) (2) (I) Jfnot c:xe pt from disclosW"C
Amount
Code I
(A-H)
Typc(e.g.
div., rent,
or int)
Value
Code 2
(J-P)
Value
Method
Code 3
(Q-W)
Typc(e.g.
buy, sell,
merger,
redemption)
(2) Date
Month-
Day
(3)
Value
Code 2
(J-P)
(4) Gain
Code I
(A-H)
(5) Identity of
buyer/seller
(if private
transaction)
138. Trust #3 {includes 138-155}
139. -Schwab Money Market Fund A Dividend K T
140. -Vanguard Bond Index Mutual Fund A Dividend J T
141.-Vanguard Intermediate Treasury A Dividend' J T Mutual Fund
142. -Harl>or International Mutual Fund B Dividend K T
143. -Pimco Total Return c Dividend L T
144. -Rydex Juno Fund None Sell 2/4 ]
145. -DFA US Micro Cap Fund A Dividend ] T
146. -Oppenheimer Real Asset A Dividend J T
147. -MSCI Japan Index Fund None Sell 4115 K B
148. -Cohen & Steers Realty A Dividend ] T Buy 3/9 ]
149. -Dow Jones Basic Materials A Dividend Sell 618 J B
150. -Dow Jones Consumer Goods A Dividend Sell 6/29 J B
151. -Dow Jones Energy Sector A Dividend Sell 5125 J c
152. -Dow Jones Financial Sector A Dividend Sell 6/29 J A
153. -Dow Jones Financial Services None Sell 3/21 J A
J. Income Gain Codes: A =S 1.000 or less B =S 1,00 I • $2,500 C=S2.50 I - $5,000 D=S5,00I -$15,000 E=Sl5,00l ·S50,000
(Sec Columns BI and D4) F=$50,001 • $100,000 G =$100,001 • Sl,000,000 HI =Sl,000,00l -$5,000,000 H2 =More than $5,000,000
2. Value Codes I =$15,000or less K=$15,001 -$50,000 L=$50,001 • $100,000 M =Sloo,001 - S25o,ooo
(Sec Columns Cl and DJ) N =$250,00 I • $500,000 0=$500,001 • Sl,000,000 Pl =Sl,000,00l -S5,000,000 P2=$5,000,001 • $25,000,000
3. Value Method Codes PJ =$25,000,00J . S50,000,000 R =Cost (Real Esraic Only) P4 =More than S50,000,000 T=Cash Market
(Sec Column C2) Q=Appraisal V=Othcr S =AsSessment
U=Book Value W=Estimatcd
J
(I)
(2) (4)
3/7
2/4
319
Date of Report Name of Person Reporting FINANCIAL DISCLOSURE REPORT
Page 14of19 05/01/2006Lynn, Barbara M
VII. INVESTMENTS and TRUSTS - inc ome, value, transactions (includes those of the spouse and depend<nt children. see PP· J-1-s1 of filing ins1ructionsJ
D NONE (No reportable income, assets, or transactions.)
A. B. c. D. Description of Assets Income during Gross value at end of Transactions during reporting period
(including trust assets) reporting period reporting period
lfnot cxempl from disclos ure (I)(2) (2)(I) AmountPlace "(X)" after each asset Value ValueType(e.g. Type (e.g. (3) (5)
exempt from prior disdosurc Code I
(A-H)
div., rent, or inl)
Code 2 (J-P)
Method Code 3
(Q-W)
buy, sell, merger, redemption)
Date Month -Day
Value
Code 2
(J-P)
Gain Code I
(A-H)
Identity of buyer/seller
(i f private transaction)
154. -Dow Jones Telecom A Dividend Sell 414 J A
155. -Goldman Sachs Networking None Sell J c
156. -Goldman Sachs Software A Dividend J T
157. Trust#4(ncludes157-180)
158. -Schwab Money Market Fund B Dividend K T
159. -Vanguard Bond Index Mutual Fund A Dividend J T
160. -Vanguard Intermediate Treasury B Dividend K T Mutual Fund
161. -Harbor International Mutual Fund A Dividend L T
162. -Pimco Total Return A Dividend J T
163. -Rydex Juno Fund None Sell J
164. -DFA US Micro Cap A Dividend J T
165. -Pimco Commodity Fund B Dividend J T
166. -Cohen &Steers Realty A Dividend T BuyJ J
167. -Dow Jones Basic Materials A Dividend
168. -Dow Jones Consumer Goods A Dividend
169. -Dow Jones Energy Sector A Dividend
170. -Dow Jones Financial Sector A Dividend
Seti
Sell
Sell
Seti
6/28 J B
6129 B
5125 J c
6129 J A
I. Income Gain Codes: A =S 1,000 or less B =Sl,001 - $2.500 C =SZ.501 • S5,000 D =S5,00I - Sl5,000 E =Sl5.00I - S50,000
(Sec Columns BI and 04) F =$50,001 · SI00,000 G =SI00,001 - Sl,000,000 HI =Sl,000,001- S5,000,000 H2 =Mon: than S5,000,000
2. Value Codes J =$15,000 or less K =$15,001 - S50,000 L =$50,00 I · SI 00,000 M =SI00,001 • $250,000
(Sec Columns Cl and DJ) N =$250,001 - $500,000 O =S500,00I -Sl,000,000 Pt =Sl,000,001-S5,000,000 P2 =$5,000,001 • S25,000,000
3. Value Method Codes PJ =$25,000,001 - S50,000,000 R =Cost (Real Es1arc Only) P4 =More rhan S50,000,000 T =Cash Market
(Sec Column C2) Q =Appraisal V=Other S =Assessment
U =Book Valu e W =Estimated
(include
FINANCIAL DISCLOSURE REPORT
Page 15of19
Name or Ptnon Reporting
Lyon, Barbara M
Dale or Report
05/01/2006
VII. INVESTMENTS and TRUSTS - income, value, transactions (includes those of the spouse and dependent children. s .. pp. 1-1-s1 of filing instructions)
D NONE (No reportabie income, assets, or transactions.)
A. Description of Assets
(including trust assets)
Place "(X)" after each asset exempt from prior disclosure
171. -Dow Jones Financial Services None Sell 3/21 J A
B.
Income during reporting period
c.
Gross value al end of reporting period
D.
Transactions during reporting period
(I) (2) (I) (2) (I) Jfoot exempt from disclosure
Amount Code I
(A-H)
Type (e.g. div., rent,
or inL)
Value Code 2
{J-P)
Value Method Code 3
{Q-W)
Type{e.g. buy, sell, merger, redemption)
(2) Date Month -Day
(3) Value Code 2 (J-P)
(4) Gain Code I (A-H)
(5) Identity of buyer/seller (if private transaction)
172. -Dow Jones Telecom A Dividend Sell 4/4 J A
173. -Goldman Sachs Natural Resources A Dividend J T Buy 8/17 J
174. -Ishares Emerging Markets A Dividend K T Buy 11/4 J
175. -Ishares Emerging Markets Buy 8/17 J
I76. -Ishares Global Energy A Dividend K T Buy 9113 J
177. -MSCI Brazil Index A Dividend K T Buy 11/2 J
I 78. -Goldman Sachs Networking None Sell 3n J c
179. -Goldman Sachs Software A Dividend J T
180. -Oppenheimer Real Estate B Dividend K T
181. -MSCI Japan Index Fund None Sell 4/15 K B
182. Charles Schwab SEP-IRA #I 182-185)
183. -Schwab Money Market Fund A Dividend J T
184. -Gateway Mutual Fund A Dividend L T
185. -Harbor Capital Appreciation Mutual A Dividend K T Fund
186. -Profunds US Govt A Dividend J T Buy 512 J
187. Chari.es Schwab IRA Rollover #2 (includes 187- I 97)
I. Income Gain Codes: A =S 1,000 or less B=Sl,001-$2,500 C =S2,50 I -$5,000 D=S5,001-Sl5,000 E =S 15,00 I - $50,000
(Sec Columns BI and 04) F =$50.001-$100,000 G=SI00.001 • Sl,000,000 HI =Sl,000,001 • $5,000,000 H2 =More than SS,000,000
2. Value Codes J =$15,000 odcss K=$15,001 -$50,000 L =$50,001-SI00,000 M =$100,001 -$250,000
(Sec Columns CI and DJ) N =S250,00 I -$500,000 0=$500,001. $1,000,000 Pl =Sl,000,001-$5,000,000 P2 =$5,000,001 • $25,000,000
3. Vatuc Method C odes Pl =$25,000,001 • $50,000,000 R =Cost (Real Es1a1e Only) P4 =More 1han $50,000,000 T =Cash Market
(See Colwnn C2) Q Ap . praisal
U =Book Value V =Olhcr S =Assessment
W=Estimatcd
Date or Report Name or Person Reporting FINANCIAL DISCLOSURE REPORT
Page 16of19 05/01/2006Lynn, Barbara M
VII. INVESTMENTS and TRUSTS - income, value, transactions (includes those of the spouse and dependent chi/dreTL See pp. 34-57 of filing instructions)
D NONE (No reportable income, assets, or transactions.)
A.
Description of Assets
(including trust assets)
Place "(X)" after each asset
exempt from prior disclosure
B.
lr,.;ome during
reporting period
c.
Gross value at end of
reporting period
D.
Transactions during reporting period
(I) (2) (I) (2) (I) If not exempt from disclosure
Amount
Code I
(A-H)
Type(e.g. div., ren
or int.)
Value
Code 2
(J-P)
Value
Method
Code3
(Q-W)
Type(e.g. buy, sell,
merger,
redemption)
(2) Date
Month-
Day
(3) Value
Code 2
(J-P)
(4) Gain
Code I
(A-H)
(5) Identity of buyer/seller
(if private
transaction)
188. -Schwab Money Market Fund B Dividend L T
189. -Pimco Total Return Mutual Fund D Dividend N T
190. -Pimco Foreign Bond Mutua.l Fund D Dividend M T
191. -Gateway Mutual Fund c Dividend M T
192. -Harbor Capital Appreciation Mutual A Dividend K T Fund
193. -Tweedy Browne Global Value B Dividend L T Mutual Fund
194. -Dow Jones Consumer Goods A Dividend Sell 6/29 K D
195. -Dow Jones Basic Materials (see Part A Dividend Sell 6/28 K c VIII.)
196. -Goldman Sachs Natural Resources
197. -Goldman Sachs Natural Resources
None Buy
Sell
1/11
3/23
L
L D
198. -Profunds Ultra Energy
199. Charles Schwab IRA #2 (includes 199-206)
200. -Schwab Money Market Fund
20 I. -Pimco Total Return Fund
A
A
None
Dividend
Dividend
M
J
K
T
T
T
Buy 6/21 M
202. -Managers Fremont US Micro Cap Mutual Fund
203. -Gateway Mutual Fund A
None
Dividend
K
J
T
T
204. -Tweedy Browne Global Value Mutual Fund
A Dividend J T
1. Incom e Gain C.odes: A =S1,ooo·or Jess B =Sl,001 - S2,500 c =S2,501 -$5,000 D =S5,00I -$15,000 E=$15,001 - $50,000
(Sec Columns BI and D4) f =S50,001 -SI00,000 G=SI00,001 • Sl,000,000 HI =Sl,000,001 • S5,ooo,OOO H2 =More than SS,000,000
2. Value Codes J =$15,000 or less K =$15,001 -S50,000 L=$50,001 -$100,000 M =$100,001 -$250,000
(See Columns C l ond DJ) N=$250,001 -$500,000 O=S500,00I -Sl,000,000 Pl =Sl,000,001 -$5,000,000 P2 =$5,000,001 -$25,000,000
3. Value Method Codes P3 =$25,000,001 -$50,000,000 R =Cost (Real Estale Only) P4 =More 1han $50,000,000 T =C.Sh Markel
(Sec Column CZ) Q =Appraisal V-=Other S =Assessment
U=Book Value W =Es1ima1ed
of filing
A.
FINANCIAL DISCLOSURE REPORT
Page 17of19
Name or Person Reporting
Lynn, Barbara M
Date or Report
05/01/2006
VII. INVESTMENTS and TRUSTS - income, va1ue, transactions (includes those of 1he spouse and dependent children. see pp. u-s1 instructions)
D NONE (No reportable income, assets, or transactions.)
Description or Assets
(including trust assets)
Place "(X)" after each asset
exempt from prior disclosure
B.
Income during
reporting period
c.
Gross value at end of
reporting period
D.
Transactions during reporting period
(I) (2) (I) (2) (I) If not exempt from disclosure
Amount
Code I
(A-H)
Type(e.g.
div .. ren
or int.)
Value
Code 2
(J-P)
Value
Method
Code J
(Q-W)
Type(e.g.
buy, sell,
merger,
redemption)
(2) Date
Month -
Day
(J)
Value
Code 2
(J-P)
(4) Gain
Code I
(A-H)
(5) Identity of
buyer/seller
(if private
transaction)
205. -Meridian Value A Dividend J T
206. -Profunds US Govt A Dividend K T Buy 512 K
207. -Oppenheimer Real Asset B Dividend J T
208. 40Ik-Transamerica None N T
209. Lexington Corp. Properties Trust
(REIT)
210. JP Morgan Chase (formerly Bank One)
A
A
Dividend
Interest
J
M
T
T
I. Income Gain Codes: A =$ 1,000 or less B =Sl.001-S:Z.500 C =S2.50 I -S5.000 D =S5,00I -$15,000 E=Sl5.00J-S50.000
(Sa: Columns BI and 04) F =S50.00t - SI00.000 G =SIOO,OOJ -SJ.000,000 HI =Sl.000,001 -S5.000,000 H2 =Mon: than $5.000,000
2. Value Codes J =$15.000 or less K =$15,001 -$50.000 L =$50,001-$100,000 M =$I 00,00 I -$250,000
(See Columns Cl and 03) N =$250.00 I - $500,000 0 =$500,001-Sl.000.000 Pl =Sl.000,001 -$5,000,000 P2 =$5,000,001 -$25,000,000
3. Value Method Codes P3 =$25,000,001 -$50,000,000 R =Cost (Real Esiatc Only) P4 =More than $50,000,000 T=Cash Market (See Co lumn C2) Q=AP!""isal v =Other S =Assessment
U =Book Value W =Estimated
VIll. ADDITIONAL INFORMATION OR EXPLANATIONS. (lndicale parto/ReporL)
VII.· Investments and Trusts
194. - Dow Jones Basic Materials - this entry was inadvertently deleted on the 2004 Financial Disclosure.
FINANCIAL DISCLOSURE REPORT
Page 18of19
Name o£Penon Reporting
Lynn, Ba.rbara M
Date of Report
05/01/2006
________ _ ate rl ti I/
FINANCIAL DISCLOSURE REPORT
Page 19of19
Name or Penon Reporting
Lynn, Barbara M
Dale or Report
05/01/2006
IX. CERTIFICATION.
I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is accurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutory provisions permitting non-disclosure.
I further certify that earned income from outside employment and hoooraria and the acceptance of gifts which have been reported are in compliance with the provisions of 5 U.S.C. app. § 501 et. seq., 5 U.S.C. § 7353, and Judicial Conference regulations.
Signature.
. NOTE: ANY INDIVIDUAL WHO 0 FILE TIDS REPORT MAY BE SUBJECT TO CIVIL AND CRIMINAL SANCTIONS (5 U
FILiNG INSTRUCTIONS
Mail signed original and 3 additional copies to:
Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544