# Gerald Bruce Lee

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/18191

## Record

- **Judge:** Gerald Bruce Lee
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 6

## Text

Wal Mart Stores. Inc (IRA) — Int/Div — Buy (add'l)
DWS Funds Strategic Yield Tax Free — Int/Div — Buy (add'l)
Black Rock Global Allocation Fund, Inc — Int/Div — Buy (add'l)
First Eagle Sogen Global FD CL ( — Int/Div — Buy (add'l)
Hartford Balanced Allocation FD CL — Int/Div — Buy (add'l)
Lord Abbett Inv TR Multi-Asset Income Class C — Int/Div — Buy (add'l)
Russell 3000 Index* — Int/Div — Sold
CCWV PC 401 (K) Retirement Plan and Trust — Int/Div — Buy (add'l)
Johnson Controls — Int/Div
Fidelity Fund Inc., SBI? — Int/Div — Buy (add'l)
General Electric Corporation — Int/Div — Buy (add'l)
General Mills Corporation — Int/Div — Buy (add'l)
Merck & Co. Inc — Int/Div — Buy (add'l)
Walmart — Int/Div — Buy (add'l)
Deutsche Municipal Tr Strategic Hi Yield Tax Free FD Class C — Int/Div — Buy (add'l)
Fidelity nc Growth Stratgies Fund — Int/Div — Buy (add'l)
Board of Trustees, The American University
Baord of Advisors, Marshall Brennan Program The American University Washington College of Law
Dean's Advisory Council, The American University Washimgton College of Law
Vice President for Security and Planning, Federal Judges Association
Agreement — 592 — Virgima Retirement System, government pension, Fairfax Circurt Court
Reimbursement — National Association of Criminal Defense Attomeys — October 22-23. 2015 — New York, New York — teach — transportabon, hotel, and meals
Spouse's income — 1/ — Colten Cummins Watson & Vincent, PC
VIL Investments and Trusts

No. 6. Lord Abbett Inv Trust Multi-Assact Income FD Class C is the correct name for this investment,

No. 8 Colten Cummins Watson & Vincent, P.C. 401 (k) Retirement Plan and Trust is the name of a 401 (k) Retirement Plan and Trust held by my wife's law firm

which is managed by Sun Trust bank. The 401 (k) is managed by the bank and my wife has no control over investments or trading,

No. 15 Deutsche Muncipal Trust Strategic High Yield Tax Free Fd Class C was iadvertently left off the 2015 Amended FDR.

No. 16 Fidelity nc Growth Strategies Fund was inadvertently left off of the 2015 Amended FDR.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/18191. Public record. Not legal advice.