John Zihun Lee

What was filed

143
investments
0
positions
0
gifts
0
agreements
2
debts
1
reimbursements
0
income
1
spouse income

Named parties

Capital One
Ditech Mortgage Corp.
Federal Judicial Center
Physician Anesthesia Associates

As filed

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

LPL Fimancial IRA #1 (H)

Am. Beacon Bridgeway Large Cap Fund — Int/Div — Buy

Am. Beacon High Yield Fund — Int/Div

Am. Beacon Lg Cap Value Fund — None — Buy (add'l)

Am. Beacon Lg Cap Value Fund — Sold

Am. Beacon Sm Cap Value Fund — Int/Div

Am. Century Mid Cap Value Fund — Int/Div

Am. Century Real Estate Fund — Int/Div

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

Clearbridge Aggressive Growth Fund — Int/Div

DWS CROC! International Fund — None — Sold

Entrust Permal Mut. Fund — Int/Div — Buy

JP Morgan Prime Money Mkt Acct — Interest

Junus Venture Fund — Int/Div — Buy (add'l)

Natixis ASG Global Alt. Fund — None — Sold

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

Oakmark International Fund — Sold (part)

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

Oakmark Select Fund — Buy (add'l)

Oppenheimer Dev. Mkts Fund — Int/Div

Prudential Total Return Bond Fund — Int/Div

RS Small Cap Growth Fund — None — Sold

Touchstone Sands Select Fund — None — Sold

Vanguard Growth ETF — Int/Div — Buy

Vanguard Growth ETF — Buy (add'l)

LPL Fmancial IRA #2 (H)

Janus Global Allocation Mut Fund — Int/Div

Goldman Sachs Bank USA Cash Acct — None

Trust#1(H)

Am. Beacon Sm Cap Value Fund — Int/Div

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

Am Century Mid Cap Value Fund — Int/Div

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

Clearbridge Aggressive Growth Fund — Int/Div — Buy

Clearbridge Small Cap Mut Fund — Int/Div — Buy

Entrust Permal Mut Fund — Int/Div — Buy

Henderson Inter'l Opportunities Fund — Int/Div

iShares Core S&P 500 ETF Fund — Int/Div

Janus Enterprise Mut Fund — Int/Div

Natixis ASG Global Alternatives Fund — None — Sold

Oppenheimer Developing Mkt Fund — Int/Div

Prudential Total Return Bond Fund — Int/Div

Rudgeworth Float. Rate High Inc Fund — Int/Div

Touchstone Small Cap Growth Fund — None — Sold

Vanguard Growth ETF Fund — Int/Div

Goldman Sachs Bank USA Cash Acct — Int/Div

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

Am. Century Value Investor Mut. Fund — Int/Div

Deutsche Managed Muni. Bond Mut. Fund — Int/Div

Henderson Euro. Focus Mut. Fund — Int/Div

Janus Venture Mut. Fund — Int/Div

Oakmark Fund Mutual Fund — Int/Div

Goldman Sachs Bank USA Cash Acct — None

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 13-14 Portfolio — None — Buy

Bright Directions College Savings 13-14 Portfolio — Buy (add'l)

Bright Directions College Savings 17-20 Portfolio — None — Buy

Bright Directions College Savings 17-20 Portfolio — Buy (add'l)

Bright Directions College Savings 17-20 Portfolio — Sold

Bright Directions College Savings BlackRock Cash Fund — Interest — Buy

Bright Directions College Savings BlackRock Cash Fund — Sold (part)

Bright Directions College Savings Baird Short-Term Bond Fund — None — Buy

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

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

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

Bright Directions 529 College Savings MFS Value Fund — Interest — Buy

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

Bright Directions 529 College Savings MFS Value Fund — Sold (part)

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

Bright Directions College Savings Northern Bond Fund — None — Buy

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

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

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

Bright Directions College Savings Oppenheimer Int'l Growth Fund — None — Buy

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

Bright Directions College Savings Oppenheimer Int'l Growth Fund — Sold (part)

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

Bright Directions College Savings T Rowe Price Large Cap Growth Fund — None — Buy

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

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)

6720 Jeffery, LLC — None — Sold

Apple (AAPL) — Int/Div

Revolution Lighting (RVLT) — None

Schwab One Interest Account — Interest

JP 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 — Federal Judicial Center — 1023/16-10025/16 — South Bend, IN — Judicial conference — Transportation, meals, and lodging

Spouse's income — 2016 — Physician Anesthesia Associates

With respect to the Am. Funds Cap. Income Builder Fund, the fund was erroneously listed in the 2015 report as being "Sold (in part)," when in fact it was sold in

its entirety. The information in Column D remains unchanged.