John Zihun Lee

What was filed

144
investments
0
positions
0
gifts
0
agreements
2
debts
2
reimbursements
0
income
1
spouse income

Named parties

Capital One
Ditech Mortgage Corp.
Emory Law School
Self-employed physician

As filed

Rental Property #1, Barrington, IL (2007 £745.000) — Rent

LPL Fimancial IRA #1 (H)

Am. Beacon Bridgeway Large Cap Fund — Int/Div — Sold (part)

Am. Beacon High Yield Fund — Int/Div — Buy (add'l)

Am. Beacon Sm Cap Value Fund — Int/Div

Am. Century Mid Cap Value Fund — Int/Div

Am. Century Real Estate Fund — Int/Div — Sold (part)

Artisan Mid Cap Fund — Int/Div — Sold (part)

Clearbridge Aggressive Growth Fund — Int/Div — Sold (part)

Entrust Permal Mut. Fund — Int/Div — Buy

JP Morgan Prime Money Mkt Acct — Interest

Janus Venture Fund — Int/Div

Oakmark Intemational Fund — Int/Div — Buy (add'l)

Oakmark Intemational Fund — Buy (add'l)

Oakmark Select Fund — Int/Div — Sold (part)

Oppenheimer Dev. Mkts Fund — Int/Div — Buy (add'l)

Prudential Total Return Bond Fund — Int/Div

Vanguard Growth ETF — Int/Div — Buy

Vanguard Growth ETF — Buy (add'l)

LPL Fancial IRA #2 (H)

Janus Global Allocation Mut Fund — Int/Div — Sold

Vanguard Intermed. Term Invest. Grade Bond Fund — Int/Div — Buy

Vanguard Intermed. Term Invest. Grade Bond Fund — Sold (part)

Vanguard International Value Mut. Fund — Int/Div — Buy

Vanguard Total Stock Market Mut. Fund — Int/Div — Buy

Goldman Sachs Bank USA Cash Acct — Int/Div

Trust 1 (H)

Am, Beacon Sm Cap Value Fund — Int/Div — Sold (part)

Am. Beacon Birdgeway Lg Cap Fund — Int/Div — Buy (add'l)

Am. Beacon Birdgeway Lg Cap Fund — Sold (part)

Am Century Mid Cap Value Fund — Int/Div — Sold (part)

Am Century Real Estate Mut Fund — Int/Div — Sold

Clearbridge Aggressive Growth Fund — Int/Div — Sold (part)

Clearbridge Aggressive Growth Fund — Sold (part)

Clearbridge Small Cap Mut Fund — Int/Div — Sold (part)

Entrust Permal Mut Fund — Int/Div — Buy (add'l)

Entrust Permal Mut Fund — Buy (add'l)

Entrust Permal Mut Fund — Sold (part)

Henderson Inter'l Opportunities Fund — Int/Div — Sold (part)

iShares Core S&P S00 ETF Fund — Int/Div — Sold (part)

iShares Core S&P S00 ETF Fund — Sold (part)

Janus Enterprise Mut Fund — Int/Div — Sold (part)

Janus Enterprise Mut Fund — Sold (part)

Oppenheimer Developing Mkt Fund — Int/Div — Sold (part)

Prudential Total Return Bond Fund — Int/Div — Sold (part)

Ridgeworth Float. Rate High Inc Fund — Int/Div — Sold (part)

Vanguard Growth ETF Fund — Int/Div — Sold (part)

Vanguard Growth ETF Fund — Sold (part)

Goldman Sachs Bank USA Cash Acct — Int/Div

T. Rowe Price Ret. 2035 Mut. Fund — Int/Div — Buy

Am. Century Equity Income Mut. Fund — Int/Div — Sold

Am. Century Mid Cap Value Fund — Int/Div — Buy

Am. Century Value Investor Mut. Fund — Int/Div — Sold (part)

Deutsche Managed Muni. Bond Mut. Fund — Int/Div — Sold (part)

Deutsche Managed Muni. Bond Mut. Fund — Sold (part)

Henderson Euro. Focus Mut. Fund — None — Sold

Janus Enterprise Mut. Fund — Int/Div — Buy

Janus Venture Mut. Fund — Int/Div

Oakmark Fund Mutual Fund — Int/Div

Oakmark Intemational Mut, Fund — Int/Div — Buy

Goldman Sachs Bank USA Cash Acct — Interest

Looms Sayles Growth Mut. Fund — Int/Div — Buy

Looms Sayles Growth Mut. Fund — Buy (add'l)

Oppenhemmer Dev. Markets Mut. Fund — Int/Div — Buy

Bright Directions College Savings 13-16 Portfolio — None — Buy

Bright Directions College Savings 13-16 Portfolio — Buy (add'l)

Bright Directions College Savings 13-16 Portfolio — Sold

Bright Directions College Savings 15-16 Portfolio — None — Buy

Bright Directions College Savings 15-16 Portfolio — Buy (add'l)

Bright Directions College Savings Baird Short-Term Bond Fund — None — Buy (add'l)

Bright Directions College Savings Baird Short-Term Bond Fund — Buy (add'l)

Bright Directions College Savings Baird Short-Term Bond Fund — Sold

Bright Directions 529 College Savings Invesco Govt & Agency Bond Fund — Interest — Buy (add'l)

Bright Directions 529 College Savings Invesco Govt & Agency Bond Fund — Buy (add'l)

Bright Directions 529 College Savings Invesco Govt & Agency Bond Fund — Sold

Bright Directions 529 College Savings MFS Value Fund — Interest — Buy (add'l)

Bright Directions 529 College Savings MFS Value Fund — Buy (add'l)

Bright Directions College Savings Northem Bond Fund — None — Buy (add'l)

Bright Directions College Savings Northem Bond Fund — Buy (add'l)

Bright Directions College Savings Northem Bond Fund — Sold (part)

Bright Directions College Savings Northem Bond Fund — Buy (add'l)

Bright Directions College Savings Oppenheimer orl Growth Fund — None — Buy (add'l)

Bright Directions College Savings Oppenheimer orl Growth Fund — Buy (add'l)

Bright Directions College Savings Oppenheimer orl Growth Fund — Sold (part)

Bright Directions College Savings Oppenheimer orl Growth Fund — Buy (add'l)

Bright Directions College Savings T Rowe Price Large Cap Growth Fund — None — Buy (add'l)

Bright Directions College Savings T Rowe Price Large Cap Growth Fund — Buy (add'l)

Bright Directions College Savings T Rowe Price Large Cap Growth Fund — Sold (part)

Bright Directions College Savings T Rowe Price Large Cap Growth Fund — Buy (add'l)

Bright Directions College Savings T Rowe Price Real Estate Fund — None — Buy (add'l)

Bright Directions College Savings T Rowe Price Real Estate Fund — Buy (add'l)

Bright Directions College Savings T Rowe Price Real Estate Fund — Sold (part)

Bright Directions College Savings T Rowe Price Real Estate Fund — Buy (add'l)

Apple (AAPL) — Int/Div

Revolution Lighting (RVLT) — None

Schwab One Interest Account — Interest

IP Morgan Chase Bank Accounts — Interest

Liability — Capital One — Mortgage on Rental Property #1, Barrington, IL

Liability — Ditech Mortgage Corp. — Mortgage on Rental Property #1, Barrington, IL

Reimbursement — Emory Law School — OS 16:2017-05/17201 — Atlanta, GA — Legal conference — Transportation, meals, and lodging

Reimbursement — Emory Law School — 09/13/7201 7-09/15.201 — Atlanta, GA — Legal conference — Transportation, meals, and lodging

Spouse's income — 2017 — Self-employed physician

In Part VIL, line 75, my 2016 report listed "Bright Directions College Savings BlackRock Cash Fund” as being sold in part on 07/28/16. This entry should have

listed "Bright Directions College Savings BlackRock Cash Fund” as being sold in its entirety on 07/28/16, with a Value Code of "M" and a Gain Code of "A"