# Tom Stewart Lee

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/10360

## Record

- **Judge:** Tom Stewart Lee
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 10

## Text

4 ING NQ VAR (name change) VOYA NQ VA
VY lvesco Equity & Income Portfolio — None
American Skandia NQ VA (name change) Prudential NQ VA
AST Lord Abbett Core Fixed Income Portfolio — None
AST Wellington Mgmt. Hedged Equity Portfolio — None
AST Advanced Strategies Portfolio — None
AST Western Core Plus Bond — None
Shares of Community Banschares of MS, Ing. — Int/Div
ING. NQ VA (name change) VOYA NQ VA
VY Invesco Equity & Income Portfolio — None
American Skandia NQ VA (name change) Prudential NO VA
AST Lord Abbett Core Fixed Income Portfolio — None
AST Wellington Mgmt. Hedged Equity Portfolio — None
AST Advanced Strategies Portfolio — None
AST Western Core Plus Bond — None
Land in Scott Co. MS — None
US. Ser. E. Bonds — None
Phoenix Life (Whole Life) — None
Community Bancshares of MS accounts — Interest
ING VA IRA (name change) VOYA IRA VA
VY Invesco Equity & Income — None
FI Capitol Strength — Int/Div
Sector Rotation (name change) Invesco — Int/Div
FT Smid High Div — Int/Div
FT Covered Call — Int/Div
1 Smid High Div — Int/Div
FT Covered Call — Int/Div
FT Euro Deep Value — Int/Div
FT Deep Value — Int/Div
1 Cap Str. Buy Write — Int/Div
Gugg Zacks Inc — Int/Div
Gugg Zacks Inc — Int/Div — Sold
Thomburg Str. Inc — Int/Div
FT Euro Deep Value — Int/Div
FT Deep Value — Int/Div
11 Cap Str. Buy Write — Int/Div
Gugg MLP & Energy — Int/Div
Gugeg Zacks Inc — Int/Div — Sold
Gugg Zacks Inc — Int/Div — Sold
Gugg Zacks Inc — Int/Div — Sold
Thomburg Str. Inc — Int/Div
Templeton Global Bal — Int/Div
FT Euro Deep Value — Int/Div
FT Deep Value — Int/Div
Gugg Zack Inc — Int/Div — Sold
Thomburg Str. Inc — Int/Div
Nationwide VA-NA — None
Mumaged Risk Asset Allocation — None
AAM Blue Chip — Int/Div
AAM Global Dividend — Int/Div
FT RB Global Div. Kings — Int/Div
Principal Global Diversified — Int/Div
Gugg Zack, Inc — Int/Div — Sold
Thomburg Str. Inc — Int/Div
Gugg Euro Dividend — Int/Div — Sold
Principal Global Diversified — Int/Div
FT RB Global Div. Kings — Int/Div
Gugg Euro High Div — Int/Div — Sold
Gugg MLP & Energy — Int/Div — Sold
Eaton Vance Short Str. Inc — Int/Div
Principal Global Div — Int/Div
Principal Global Div — Int/Div
Invesco Mid Cap. Core #1 — Int/Div — Buy
Invesco Small Cap. Core #1 — Int/Div — Buy
Thomburg Income Builder #1 — Int/Div — Buy
Thomburg Income Builder £2 — Int/Div — Buy
FT Cap. Str. Buy Write #1 — Int/Div — Buy
Invesco Mid Cap. Core #2 — Int/Div — Buy
Invesco Small Cap. Core #2 — Int/Div — Buy
Invesco REIT #1 — Int/Div — Buy
Invesco Mid. Cap, Core 43 — Int/Div — Buy
Invesco Small Cap. Core #3 — Int/Div — Buy
Invesco Div. Buy Write — Int/Div — Buy
Invesco REIT #2 — Int/Div — Buy
Pimco Income — Int/Div — Buy
Thomburg Income Builder #3 — Int/Div — Buy
Pimco All Asset All #1 — Int/Div — Buy
Frunklin Income — Int/Div — Buy
Thomburg Inc. Builder #4 — Int/Div — Buy
FT Cap. Str. Buy Write #2 — Int/Div — Buy
Invesco Mid Cap. Core #4 — Int/Div — Buy
Invesco Small Cap. Core #4 — Int/Div — Buy
Pimco All Asset All £2 — Int/Div — Buy
General Parmer, I Family Limited Partnership
Agreement — 2015 — State Employee Pension Fund: pension upon retirement age 65
Spouse's income — 2015 — Advisory Boardof Community Bancshares of MS, Inc
Practically all of my annuities, mutual fund accounts, stocks and bonds are held in my LPL Financial Account,

The proceeds of all sales and redemptions shown in this Report were received in that account and all funds for purchases

were disbursed from that account.

All of the assets owned by tho F=mily Limited Partnership are listed in Section VI1.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/10360. Public record. Not legal advice.
