barbara m lynn financial disclosure report for 2009

8/3/2019 Barbara M Lynn Financial Disclosure Report for 2009

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l , ~ o 1 0 [ FINANCIAL DISCLOSURE REPORT t C e . o o r t R e q u i r e d b y t h e E t h i c sin Government Act of 1978~ , . 1 / 2 o ~ o [ FOR CALENDAR YEAR 2009 ( 5 u . s . c , ~ p p .1. Person Repo rting (last name, first, middle i~itial) 2, Court or O rganiza tion 3. Date of R eportLynn, Barbara M. U,S.D.C.-No. District of Texas 05110/2010

4. Title (Article Itt judgcs indicate active or senior slatus; 5a. Report Type (check appropriate type) 6. Reporting Periodmagistrate judges indicate full- or part-time) [] Nomination, Date 01/01/2009Active Federat Judge [] Initial [] Annual [] Final to12/31/2009

5h. [--] AmendedReport7. Chambers or Off ice Address 8. On the basis of the information contained in this Repor t and anymodificatlens pertaining thereto, it L% in my opinion, in compliance] 100 Commerce St., Koom ] 572 with applicable laws and regulations.Dallas, TX 75242

Reviewing Off icer Date

I M P O R T A N T N O T E S : The instructions accompanying this form must be followed Complete all parts,checking lhe NONE box for each part n,here you have no reportable informatio~ Sign on [ast page.

I . P O S I T I O N S . < R q , o r , * .g individual only; seepp, 9-23 of filing instructions.):~ NON E ,(No reportable positions.)

P OSITION N A M E O F O R G A N I ZA T I O N / EN T IT YI. Member Executive Board, Southern Methodist University Dedman School of Law

2. Board Member International Womens Forum - Dallas3. Trustee Trust # 1 (Dallas, Texas)(lncome and Principal Beneficiary)

Chair Judicial Division of the American B ar Association5. Trustee Liquidity Trust (Dallas, Texas)(Income and Principal Beneficiary)

6. Co-Trustee* (see Part VIII) Family Trust (Dallas, Texas)(lncome and Prin~ipal Bene~ry)

I I . A G R E E M E N T S . (Jeportittg individual only; see pp. 14-16 of f!ling instrtwtions.) - ~ N O N E ( N o reportable agreements.)D A T E P A R T I E S A N D T E R M S


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N a m e o f P e r s o n R e p o r t in g D a t e o f R e p o r tINA2q CL~k LDISCLOSURE. REPORTPage 2 of 1 5

I I I . N O N - I N V E S T M E N T I N C O M E , : R e p a r n . g individual and spouse; seepp. 17-24 of filing Instructions.)A. F ilers Non-Investment Income

N O N E ( N o reportable non-investment income.)D A T E S O U RC E A N D T Y P E I N C O M E(yours, not spouses)

1.2.3~4.

B . S p o u s e s Noll-Illvestlllel|t Income - If you w ere married during any portion of the reporting year, complete this section.( D o l l a r a m o u n t n o t r e q u i r e d e x c e p t J b r h o n o r a r i a . )[~ NONE (iVo reportable non-investment income,)

AD__,.,.,.,.,.,.~, SOURC!~ AND TYPE1 . 2 0 0 9 Michael P. Lynn P.C.

2.3.4.

IV. REIMBURSEMENTS ..... ,~, ..... io,, to~.~i,~ Soo~, ..... ,~i .... ~( I n c l u d e s t] s e t o s p o u s ~ a n d d e p e m t e m c h i ld r e n , s e e p p 2 5 - 2 7 o f f i li n g i n s t r u c t io n s . )

~ N O N E ( N o reportable reimbursements.)SOURCE D A T E . _ . ~ S L.OCATION PURPOSE ITEMS PAID OR PROVIDED

I. AB A January 8-11, 2009 Scottsdate, AZ Litigation W i n t e r M e e t in g Transportation, meals, hotel2, AB A February I0-15, 2009 Boston, MA Midyear Meeting Transportation, meals, hotel3. University of Texas Law March 5-7, 2009 Austin, TX badicial Clerkship Transportation, meals, hotelSchool Foundation Workshop4. AB A April 21-23, 2009 Washington, DC ABA Day Transportation, meals, hotel5. Southeastern Bankruptcy Law A pril 23-25, 2009 A tlanta, GA Southeastern Bankruptcy Transportation, meals, hotellnstilute, Inc. Law Institute, Inc.6. Univer si ty of Texas School of Apri l 29-May 1 ,2009 Austin, TX Summit on Law & Transportation, meals, hotelLa w Leadership


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FINANCIAL Ia m e o f P e r s o n R e p o r t i n g ! D a t e o f R e p o r tISCLOSURE REPORTI Lynn, Barbara M .

J05/10/2010age 3 of !5

7. AB A May 7-9, 2009 Charlotte, N C ABA Program Transportation, meals, hotel8. American Jewish Congress June 14-16, 2009 W ashington, DC American Jewish Congress Transportation, meals, hotelSpeaker9. AB A July 10-1 I, 2009 Chicago, IL Judicial Division Planning Transportation, meals, hotel. , M e e t i n g

1 0 . AB A July 29-August 2, Chicago, IL Judicial Outreach Meeting Transportation, meals, hotel2009I I . AB A October 1-3,2009 Chicago, IL Litigation Fall Leadership Transportation, meals, hotelMeeting1 2. AB A November 4-5, 2009 W ashington, DC AB A Section of Law & Transportation, meals, hotelLabor CLE Program!3 . St. Ma~"s Universi .ty November 11, 2009 San Antonio, TX Guest Teacher Transportation


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Name of P erson RepoSing Date of ReportINANCIAL DISCLOSURE REPORT / Lynn, Barbara M .0 5 1 1 0 1 2 ~ 1 0age 4 of 15

V . G I F T S . a , c l ,d e s t h o s e , o s , ,o , s e ~ , a d e ~ e n d ~ n , c ~ t d , e n ~ s ~ ~ , ~ . 2 S - n o ~ l ~ l i ~ g ~ s , , ,, c ~ o ~ . ,. )NONE (No reportable g~s.)

SOURCE DESCRIPTION VALU~E1 .2.3.4.5.

! .lo ~ l ~ 12"k D, . [l -~ l I / ~ lPa~ , (Includes those of spouse and dependent children; seepp. ~2-33 of filing instructions,)N O N E ( N o reportable liabilities.)

CREDITOR DESCRIPTION VALUE CODE1.2.3.4.5 .


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FINANCIAL DISCLOSURE REPO RTPage 5 of 1 5 L y n n , B a r b a r a M . ~ 0 5 / 1 0 1 2 0 ! 0VII . INV ESTMENTS and TRUSTS - ~ ....... t,,, t ..... lions (lndad~ th ose of sp ...... d d e p e n d e n t c h i l d r e n ; s e e p p . 3 4 - 6 0 o f f l li n g ~ s t r u c t l o n s . )

N O N E ~ 0 reportable income, ~sets, or ~ansactions.)D e s 6 p t i o n o f A s s e ~ ] Income dung G r o s s v a l u e a t e n d i T r a n s a c t i o n s d u r i n g r e p o a i n g p e f o d(including ~zt assets) ~ing p~ cf r~o~ing period

P l a c e " ~ ) " a f t e r e a c h ~ s e t A m o u n t T~e (e.g., Value V alue T~e (e,g., / Date J Value G a i n Identi~ ofe x e m p t f f o n a p r i o r d i s c l o s u re Code l d i v . , r e n t , Co~ 2 Me~od b u y , s e l l , I~"d~yy ~ Code 2 C o d e 1 b u y e r / s e l l e r ( A - F O o r i n t . ) ( J - P ) C o d e 3 r e d e m p t i o n ) ~ (J-P) ( A - H ) ( i f p r i v a t e......... ( Q - W ) , ]. . ~mae~on)

1. Schwab & Vanguard Account #1 (includes2. -Vanward Ext . Mkt Idx Adm B Dividend M T"~ . -Vanward Prime Money Mkt B uy 9 /3 M4 . -Vanward Prime Money M~ Sold 9/I4 L A5. -Vangaard Prime Money Mkt A Dividend Sold 9/24 L A6 . -Vanw ard Int Te~ TE Adm , Redeemed 1 / 2 6 J A7. -Vanward Int Te~ TE Adm ~ Redeemed 4,~7 J A"8 , -Vangu~d Int Te~ TE Adm ] B uy 7 / 1 4 J9. -Vanward lnt Te~ TE Adm Redeemed 7 / 2 7 J A

1 0. -Vanward lnt Te~ TE Adm Sold 9 1 2 4 0 A .....1 !. -Vanward lnt Te~ TE Adm Redeemed 1 0 / 2 6 J A12 . -Vanguard lnt Term TE Adm B uy 1 1 / 3 0 K13 . -Vanguard lnt Term TE Adm C Dividend O T!4 . -Vanward LT TE Adm F Dividend Sold 9/24 O D15 . -Vanward 500 Idx Adm D Dividend N T16 . -Vanguard Tax Managed Cap Ap Adm D Dividend O T

" 1 7 . -Vanguard Tk Int Index D Dividend O T Seld 9/24 M A

(See Columns CI and 03) N =$250.001 - $500.000 O =$5~.001 - $1,000,000 PI =$1 ,0~.001 - $5 .~0 ,000 P2 =$5,000,~1 - $25,000,~


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FINA~NCIAL DISCLOSURE REPORT N a m e o f P e r s o n R e p o t -r i n g D a t e o f R e p o r tPage 6 of 1 5 L y n n , B a r b a r a M . 05/10/2010V I I . I N V E S T M E N T S a n d T R U S T S - i ........ ~e, tr .... tions (Includes th ose of sp ...... d dependent ch ildren; seepp. 34-6 0 of filing instructions.)

NONE (No reportable income, assets, or transactions.)A. I B. C. D.D e s c r i p t i o n o f A s s e t s I I n c o m e d u r in g G ro s s v a l u e a t e n d T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d( i n c i u d i n g b u s t a s s e t s ) h r e p o r t i n g p e r i o d , o f r e p o r t i n g p e r i o d

~----~----" {t) (2} (1} {2)P l a c e " ( X ) " a l t e r e a c h a s s e t A m o u n t T y p e ( e . g ., V a l u e Value T y p e ( e . g . , D a t e Value G a i n Ident i ty o : t "C o d e 2 M e d ] o d b u y , s e l l ,x e m p t f r o m p r i o r d i s c l o s u r e C o d e ! d i v . , r e n l r r m a / d tY y y I C o d e 2 C o d e I b u y e r / s e l l e r,{ { A - H ) or in .) ( . I - P ) Code 3 redemption) i { ( J - P } ( A - H ) ( i f p r i v a t eI L i ( Q - W ) ] t r a n s a c t i o n )

1 8 . -Vanguard Tit StkIx Adm! B uy 9/24 PI

1 9. -Vanguard Tit Stk Ix Adan B uy l ! 1 3 0 L

2 0 . -Vanguard Tit Stk Ix Adm D Dividend PI T2 1 . -Vang, uard Tax Exempt Money Mkt B uy 9/14 L2 2 . -Vanguard Tax Exempt Money Mkt A Dividend J T Sold 1 1 / 3 0 L A

!~_~."anguard Account ~2 {includes 2~32) ....2 4 . -Vanguard Prime IVloney Mkt Fund B uy 9 /3 M2 5 . -Vanguard Prime Money MEt Fund Sold 9/14 L A2 6 . -VanLmard Prime Money Mkt Fund A Diddend Sold 9 / 2 , 4 L A" ~ -Vanguard Int Tax Ex Adm D Dividend M T B uy 1 1 / 3 0 K2 8 , -Vanguard Led-Term Tax-Exempt Adm C Dividend M T B uy 7/142 9 . -Vanguard Tt! Stk Mkt ldx Adm B uy 9 / 2 4 L3 0 . -Vanguard Tel Stk Mkd [dx Adm 13 Dividenh M T B uy 1 1 / 3 0 L3 I. -Vanguard Tax Exempt Money Mkt Fund B uy 9 1 1 4 L3 2. -Vanguard Tax Exempt Money Mkt Fund A I" Dividend J T Sold 1 1 / 3 0 K3 3 . Schwab & V anguard Account .#3 (includes3 4 )3 4 . -Vanguard Tax Ex MM A Dividend M T B uy ~ 1 1 5 J

! .,

(See Cob,runs CI and D3) N =$250 .00 t - $500 ,~0 O =$300,001 - $1,0OO.000 P1 ~$1,000,~l - $5,000,000 P2 =$5,000,001 - 125,000.000


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FINANCIAL DISCLOSURE REPO RT ~ a m e o f P e r s o n R e p o r t i n g D a t e o f R e p o r t [Page 7 of 1 5 L y n n , B a r b a r a M . 0 5 / 1 0 / 2 0 1 0V I I . I N V E S T M E N T S a n d T R U S T S - i . ~ o m . . .. ire, tr .... tions (Include~v those of s~o ..... d dependent children; see pp. 34-60 of filing instruction.,.)

NONE (No reportable income, assets, or transactions,)D e 4 c r i p t i o n o f A s s e t s | ] n c o m e d u r i n g G r o s s v a l u e a t e n d T r a n s a c t i o n s d u r i n g r e p o r t i n g l ~ e r i o d( i n c l u d i n g t r u s t a s s e t s ) ! r e p o r t in g p e r i o d o f r e p o r t i n g p e r i o d

(i) - (2) (l) (2) i (~) (4) (5 )P l a c e " ( x ) " a f t e r e a c h a s s e t Amount | Type (e.g., V alue Value T y p e ( e . g , D a t e Value Gain I d e n t i t y o fe x e m p t f r o m p r i o r d i s c l o s u re Code I ]div., rent, C o d e 2 M e th o d b u y , s e l l , m m / d d / y y ( ] o d e 2 ] ( ] o d e ! buyer/selleri (A-H) | or int.) ( J - P ) C o d e 3 r e d e m pt io n ) ( J - P ) . ( A - H ) ( i f p r i va t ei i ( Q - W ) I i t r a n s a c l i o n )3 5 . Schwab & V anguard !RA Roltover #1! (includes 36--42)

-Vanguard High-Yield C0rp Fund Adm E Dividend Sold 9/24 [ N A6 .

3 7 . -Vanguard lnt Inv Grade Adm D Dividend N T Bt,y 9/24 N" ~ 8 . -Vanguard elIt Bnd IvIkt ]dx Adm D Dividend O T B uy 9/24 O

3 9 . -Vanguard ST Inv Grade Adm C Dividend N T B uy 9/24 N: 4 0 . -Vanguard Strategic Equity Fund Sold 9/24 N A

4 1 . -Vanguard Primecap Adm Sold 9/24 O A4 2 . -Vanguard W indsor I] Fund Adm C Dividend Sold 9/24 N A4 3 . Schwab & V anguard IRA #1 (includes44-45)4 4 . -Vanguard W indsor I! Fend Adm Sold 9/24 L A4 5 . -Vanguard Teta~ Bd Mkt Idx Inv A Dividend L T B uy , 9/24 L46. Trust #I (includes 47-51)4 7 . -Van~aard Prime Money Mkt Fnnd Redeemed U 1 5 J4 8 . -Vanguard Prime Money Mkt Fund Sold ~/15 J Aag. -Vanguard Prime Money Mkt Fund B Dividend M T B uy 8/17 J5 0 . -Vanguard Tlt Stk Ix Inv A Dividend K

i}l. -Pioneer Nan~ral Resources A Dividend J W

2. Value C~ ] =$15,~ or less K = $15,001 - $ 50,~0 L = S50.~1


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FINANCIAL DISCLOSURE REPORT N .... fP .... R e p o r t i n g I Date of ReportPage 8 of 1 5 L y n , ~ , n a r ~ , ,~ a M .]

0 5 / ! 0 / 2 0 1 0

N O ~ ~ o reportable income, assets, or ~ansactions.)A. B. [ C. ~ D.D e s c ~ p t i o n o f A s s e ~ I n c o m e d u r i n g ~ Gro~ value at end ~ Transactions du~ng re~ing period(including trust as~ts) re~ngp~od ~ ofrepoaingperiod

I (A-H) or int.) ] (J-P) ~ Code 3 redemption) " (J-P) ~ (A-~ (ifpri~ate

5 2 . Trust #2 (includes 53-56)5 3 . -Vanward T it In t l Stk Ix A ~ B Dividend M T5 4 . -V an~d Tl t Stk Ix Adm Sold 4 ] 1 5 J A5 5 , -Vanguard Tlt Stk Ix Adm D ~ividend N T B uy 8 ] 1 45 6 , -Pioneer Natural R~urces A Dividend J W~ Vanward Trust ~3 (inclu6es 58-64)5 8 . -Vanguard PN me M~ney M~ Fund B uy 1 /6 J5 9 . -Vangu~d Prime Man~y Mkt Fund Redeemed 1 / 2 ! J6 0 . -Vanguard Pmme Money Mkt Fund Redeemed 4/15 J A ~ "6 1. -Vanward Prime Money Mkt Fund A Dividend K T B uy 6 /36 2 . -Van~aard Ira. T~ ~x Inv B Dividend k T6 3 . -Vanguard ~t int Index A Dividend K T6 4 . -Vanward Tk Stk Ix Inv A Dividend t, T6 5 . V anguard Trust #4 (includes 66-72)6 6 . -Vanguard Prime Money Mkt Fund B uy I/6 J

6 7 . -Vanward Prime Money MklFund Redeemed 1 / 3 06 8 . -Vanguard Prime Money Mkt Fund Redeemed 4/20 J

C =$2,50t - $5,000 13 =$5,001 - $15,000 E =$! 5.~)t - $50,000

(See Colt~n C2) U =Book V nlue V =Other W =Estimal~d


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FINANCIAL DISCLOSURE REPORT N ~ m e o f P e r s o n R e p o r t in g I D a t e o f R e p o r tPage 9 of 1 5 L r ~ , B a r b a r a M . I 0 5 / 1 0 / 2 0 1 0~ , q I . I N V E S T M E N T S a n d T R U S T S - i~co,,,. ~t,e. ~ ..... no,, (Includes those of sp . . . . d dependent children; see pp. 34-60 of fil~ng instructions.)

N O N E (No reportable income, assets, or transactions..)

D e s c r i p t i o n o f A s s e t s I n c o m e d u r i n g G r o s s V a l u e a t e n d ! T r a m a e t i o n s d u r i n g r e p o r t i n g p e r i o d( i n c l u d i n g t r u s t a s s e t s ) r e p o rt i n g p er io d o f re p or t i n g p er io dP l a c e " ( X ) " a f t e r e a c h a s s e t A m o u n t T y p e ( e .g ., Value Value [ T y p e ( e . g . , D a t ee x e m p t f r o m p r i o r d i s c !o s u r e C o d e 1 d i v , . r e n t , C o d e 2 Method ! b u y , s e l l, r rm u d d , " 3 ~ C o d e 2 [ C o d e 1 I buyer/seller( A - I - i ) o r i n t . ) ( J - P ) C o d e 3 I r e d e m p t i o n ) ( J P ) [ t/kH) ! ( i f p r i v a t e( Q - W ) , i i ; t r a n s a c t i o n )

6 9 . ,Vangn.tard Prime Money Mkt Fund A Dividend K T B uy 6 /3 J7 0 , -Vanguard Int. Tax Ex lnv B Dividend L T

7 1 . -Vanguard Intl Stk Idx A ] Dividend K T7 2 . -Vanguard Tit Stk Ix inv B Dividend L T7 3 . Schwab & V anguard SEP IRA #1 (includes74-75) ,

7 4 . -Vanguard Windsor II Fund lnv A Dividend Sold 9/24 L A7 5 . -Vanguard Ttl Bnd Mkt Idx Inv A Dividend L T B uy 9/24 L7 6 . Schwab & Vanguard IRA Rollover #2(includes 77-83)7 7 . -VanguardPrimecap Adm B uy 7/I4 J7 8 . -Vanguard Primecap Adm Sold 9/24 N A7 9 . -Vanguard High-Yield Cerp Adm E Dividend Sold 9/24 N A8 0 . -Vanguard Int lnv Grade Adm C Dividend N T Buy 9/24 N8 1 , -Vanguard Tit Bd Mkt Idx Adm D Dividend O T B uy 9/24 O8 2 . -Vanguard ST Inv Grd Adun B Dividend M T B uy 9/24 M8 3 , -Van~mrd Explorer Adm SoId 9/24 N A8 4 . Schwab & Vanguard IRA #2 (includes

8 5 - 8 6 )8 5 . -Vanguard W indsor iI lnv Sold

Value Codes J =$1J,000 or }ess K =$15,0(ll - $50,000 L =$30,001 - $ 100~000 M ~$ 100,001 - $250,000

(See Colunm C2) U =Book Value V =Other W =~stint~tet!


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Page !0 of 15 L y n n , B a r b a r a M . 0 5 / 1 0 ~ 0 1 0V I I . IN V E S T M E N T S a n d T R U S T S - i . . . . e , value, tr ..... ttons (Includes those of spouse and dependent ch ildren; seepp. 34~60 of filing instrucUonaJ

N O N E ~o reportable income, ~sets, or ~an~actions.)A, B, C. D.D e s c n p l i o n o f A s s e ts l~ I n c o m e d u r in g G r o s s v a l u e a t e n d T ~ n s a c t i o n s d u ~ n g r e p o r t i n g p e r i o d(including ~st asse~) r e p o r t i n g p e r i o d ~ of repoSing pedod .......( !) (2) ..... ~ (1 ) ( 2 ) ( 1 ) l (2 ) i (3)~ ~ (5) ~P l a c e " ~ ) " a f t e r e a c h a s s e t A m o u n t ] T~ (e .b, [ Value V a l u e T~ (e.g., D a t e Value [ Gain ] I d e n t iU o fe x e m p t f r o m p r i o r d is c l o s~ e Code I ~ d i v . , ~ n ~ ] C o d e 2 M e t h o d b u y , s e l l , m~d& ~ Code 2} Code 1 b u y e r / s e l l e r] (A-H) I orintO ] ( J - P ) C od e 3 r e d e m pt io n ) ~ (J-P) } (A-H) ( i f p r i v a t e

8 6 . -Va n~dT l t B nd Mkt [dx l nv A Dividend k T B uy 9/248 7 . Van~ar~ Trust ~I {includes 88-I!2)

8 8 . -GMAccep Ca~ A Interest J T8 9. -Gateway Fund Class A A Dividend K T

90. -~G Prime Rate TR A Dividend J T9 1 . - V an g u a r d Tax Ex ~

~B uy I/6 J

9 2 . - V an g u a rd Tax Ex ~ B uy i / ~ 3 J9 3 . -Van~ardTax Ex MM B uy 2/24 J9 4 . -Vanguard Tax Ex MM B uy 3/9 J9 5 . -Vangamrd Tax Ex MM B uy 3 / 2 3 J9 6 . -Vanward Tax Ex MM B uy 4/ I J9 7 . -V~n~tard Tax Ex MM Sold 4/6 L A9 8 . -Vanguard Tax Ex MM B uy 4/179 9. - V an g u a rd Tax Ex ~ B uy 5/22 J1 0 0 . -Vanward Tax Ex M~ ~u y 6/! J

~ I 0 l . - V an g u a rd Tax Ex ~ Eu y 6/22 J1 0 2 . -Vanguard Tax Ex MM B uy 6/30 J

I. Income Gain Codes: A =$ t,000 or tess B = $1,001 - $2,500 C = $2,501 - $5,000 D = $5,001 - $15,000 E = $15,001 - $50.00~-


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F I N A ~ N C IA L D I SC L O SU R E R E P O R T N , m e o f P e r s o n R e p o r t in g ! Date of ReportPage 11 of 15 Lynn, B arbaraM.I

0 5 i 1 0 1 2 0 1 0

N O N E ~o reportable income, assets, or ~ansactions.)~

T ~" c. ~e ~ f i p t i o n o f A s s e t s I n c o m e d u r i n g Gross value at ~d T r a n s a c t i o n s d u r i n g r e p o m i n g~ O) } (2) ~) (2) O) ~ (2) (~) (4 ). Va lue Identi~.... pt from prior disc] ..... ] ~7~ ] di ...... t, C o d e 2 ~ Me~od b u y . s e l l . I mnYd~. C,d~ 2 ] Co~ I buyer/sellerI~ ~n) l , o r in t .) ( J - P ) ~ Code(Q.~5

~ r e d e m p t i o n ) (J-P) ~ (A-H) ~tr~ac6on)(ifpfivat103, -Vanguard Tax Ex MM ] B uy 6/30 J

1 0 4 . -Vangmard Tax Ex MM B uy 7/22 J

1 0 5 . -Vanguard Tax Ex MM B uy 8/24 J1 0 5 . -Vanguard Tax Ex MM B uy 9/22 J1 0 7 . -Vanguard Tax Ex ~I B uy 9~ 9 Ji 0 8 ~ - V ~ a r d Tax Ex MM B uy 1 0 / 2 2 J1 0 9 . -Vanguard Tax Ex MM B uy 1 1 / 2 3 J1 1 0 . -Vanguard Tax Ex N LM B uy 1 2 / 11 1 i . -Vanguard Tax Ex MM B uy 1 2 / 2 2 J1 1 2 . -Vanguard Tax Ex MM K T B uy t2/24 J

1 1 4 . -GM Accep Ca~ A Interest J TI ! 5 . -Gateway Fund Class A A Dividend KI 1 6 . -ING Prime Rate TI~ A Dividend J T

17 . -Vanguard Tax Ex MM B uy I/6 J18 . -Vanguard Tax Ex IvlM B uy !/13 J ]19 . -Vanguard Tax Ex MM B uy ~2 4 J [I

( Se e Column ~) U =B~k Va lue V ~thcr W


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FINANCIAL DISCLOSURE REPORT N .... fPe~son ReporVing Date of ReportPage 1 2 of 1 5 Lynn, Barbara M . 05/10/2010

V I I . I N V E S T M E N T S a n d TRUSTS - i . . . . ~ , value, transactions (Includes those of spouse and dependent children; see pp. 34-60 of filing instructions.)N O N E ( N o reportable income, assets, or transactions.)

Description of Assets Income daring Gross value at end } Transactions during reporting periodof ret~orting periodincluding trust assets) i reporting period i . .~.

i (A-H) or int.) ( l - P ) Code 3 redemption) ] " I, (j_p) { (A-H) (if private

!20. -Vanguard Tax Ex MM Buy ] 3/9121. -Vartguard Tax Ex MIVl Buy 3/23 J

122. -Vanguard Tax Ex IvlM B uy 4/1 J!23. -Vanguard Tax Ex MIVl B uy 4/17 J

124, -Vanguard Tax Ex MM B uy 5!22125, -Vanguard Tax Ex MM B uy 61 1 J

126. -Vanguard Tax Ex MM B uy 6/22127, -Vanguard Tax Ex MM Buy 613012g. -Vanguard Tax Ex MM B ~y 7/22 J129, -Vanguard Tax Ex MM Buy 8!24 J

t !30. -Vanguard Tax Ex"MM B uy 9122

! 131. -Vanguard Tax Ex MM B uy 9/29

132. -Vanbmard Tax Ex MM B uy 10/22 J133. -Vanguard Tax Ex MM B uy 11/23 J

I 134. -Vanguard Tax Ex MM Buy 12!I J] 135. -Vanguard Tax Ex MM Buy 12/22 J

136. -Vanguard Tax Ex MM K T B uy 12/24

1. Income Gain Codes : A =$1,0Co or less ......... B--$1.001-~ $ ~ , 5 ( X 3 C =$2,50! - $5,000 D =$5,00! - $15.~0 E ~S l 5,001 - $50.000

P3 ~$25 0~,001 - $50,~0,000 P4 =Mote than


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FINANCIAL DISCLOSURE REPORT N .... fP ..... Reporting [ Date of ReportPage 13 of 15 L y n n , Barbara M. 05/10/2010V I I . I N V E S T M E N T S a n d T R U S T S - i .... e, value, t ..... lions (Includes those Of Sl~O ..... d dependent children; seepp. 34-60 of fding instructions.)

N O N E ( N o reportable income, assets, or transactions.)A. [ B. C. D.

Description of Assets I: Income during Gross "~a~ue at end Tvansactinns during tepo~ting period(including mast assets) i reporting period of reporting period

Place "(X)" after each ,asset Amount Type (e.g., V alue V alue T ype (e.g ., Date Value Gain ~ Identity ofexempt from pdor disclosure I Code I dip., rent, Code 2 N Iethod boy , se ll, m m ~ d ~ L : y y Code 2 : Code 1 buyer!selleri(A-H) j orint.) (J-P) Code3 i redemption) (J-P) i(A-H) (ifprivat: ( Q -W ) ~ ! tramaction)

i 137. Investmen~ Ltd (includes 138-145)

1 3 8 . -Vanguard 500 ldx Inv E Dividend O T1 3 9 . -Vanguard Tax Managed Cap Appreciation E Dividend P! TAd m1 4 0 . -Vanguard Tit Int Index E Dividend O T

i 141. -Vanguard Ltd Term Tax Ex Adm Redeemed 5/18 J1 4 2 . -Vangnard Ltd Term Tax Ex Adm Redeemed 5 1 1 9 J1 4 3 . -Vanguard Ltd Term Tax Ex Adm E Dividend P1 T Sold 9/24 N] 44. -Vanguard Ext Mkt Idx Adm C Dividend N T

1 4 5 . -Vanguard Total 8tk Idx Adm C Dividend N T B uy 9 , " 2 4 N

i46 . Management Lid (includes I47i"i 1 4 7 . -Prime Money Market A Dividend J T

1 4 8 . 401 k-F idelity None O T1 4 9 . Lexington Corp. Properties Tntst 0REIT) A Dividend J "l1 5 0 . JP Morgan Chase None J T1 5i. C om er ic a A Dividend O T


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FINANCIAL N a m e o f P e r s o n R e p o r t in g D a t e o f R e p o r tISCLOSURE REPORT[ Lynn, Barbara M.

05/I0/2010age 14 of 15VIII. ADDITIONAL INFORMATION OR EXPLANATIONS.a~,~,.ot~m,

Part I. PositionsLine 6: This ent~ was inadvertently leR offprevious Financial Disclosures. Trust was formed in 2007.This year we had a very significant number of transactions. ! relied on ova- financial advisor in the implementation, accounting and recording of these transactions.


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F I N A N C I A L D I SC L O S U R E R E P O R T .~ .... tPer,oll Reporting D a t e o f R e p o r tPage 15 of 15 Lynn, Barbara M. 05/10/2010IX. CERTIFICATION.

I certify that all information given above (including information pertaining to my ~pouse and m inor or dependent children, if any) isaccurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutoryprovisions permitting non-disclosure.I further certify that earned income from outside em ployment and hono raria and the acceptance of g ifts which have been reported are incompliauce w ith the provisions of 5 U.S.C. app. 501 et. seq., 5 U.S.C. 7353, and J udicial Conference regulations.

NOTE: AN Y INDIVIDUAL WHO KNOW INGLY .6aND W ILFULLY FALSIFIES,AN D CRIMINAL SAN CTIONS (5 U.S.C. app. 104)

F I L IN G I N S T R U CT I O N SMail signed original and 3 additional copies to:

Comm ittee on F inancial DisclosureAdm inistrative Ot~qce of the United States CourtsSuite 2-301One Columbus Circle, N .E.W ashington, D.C. 20544

barbara m lynn financial disclosure report for 2009

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