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What was filed

  • 108

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Mississippi College
  • Tom S. Lee Family Limited Partnership
  • rt nm == Eat on = RL a a -_ l@)
  • Director - Community Bancshare of MS, Inc. m——————— is reser —————— eres ——————t—————————————— Reese ia eT

As filed

INGNQ VAR

American Skandia NQ VA

State of MS Bond — Interest — Redeemed

Van Kampen Muni Opp (VMO) — Int/Div

MSO Coupon Bond — fluctu

Eaton Vance MS Fund — Int/Div

LA PFA REV RDGB Fund — Interest — Redeemed

Biloxi School Bond — Interest — Redeemed

MS Hospital EQ & FAC Bond — Interest

Columbus MS Bond — Interest

Shares New Perspective — Int/Div

Shares of Community Bancshares of MS Inc. — Int/Div

ING NQ VA hers #...33PM

American Skandia NQ VA hers #...8801

His Hartford VA IRA...6922

State of MS GO Bond — Interest — Redeemed

Land in Scott Co., MS

U.S. Ser. E. Bonds — increa

Phoenix Life — Ins.

Community Bancshares of MS — Interest

His ING VA IRA...89AV — Fluc

Davis New York Venture — Int/Div

Growth Fund of America — Int/Div

New Perspective — Int/Div

UBS Tactical Allocation — Sell

Lord Abbert Aff — Int/Div

Alliance MF — Fluc

Hartford VA NQ (with JS) — Fluc

Salomon Brothers — Int/Div

Her ING VA IRA...29AV — Fluc

FT Dow Dividend — Int/Div

FT Dow Dividend — Int/Div

I Target VIP — Int/Div

Franklin HY Tax Free — Int/Div — Sell

Franklin Income — Int/Div

ABB Limited

First Horizon — Sell

Silver Standard

Claymore DG CND Energy — Int/Div — Buy

Claymore Zacks — Int/Div — Buy

VK C&S Muni — Int/Div — Buy

VK Financial Inst — Int/Div — Buy

VK EAFE — Int/Div — Buy

VanKampen Muni Adv — Int/Div — Sell

Claymore DG CND Energy — Int/Div — Buy

Claymore Zacks — Int/Div — Buy

FT Muni — Int/Div — Buy

VK C&S Mumi — Int/Div — Buy

VK EAFE — Int/Div — Buy

ING NQ VAR — None

American Skandia NQ VA — None

State of MS Bond — Interest — Redeemed

Van Kampen Muni Opp (VMO) — Int/Div

MS O Coupon Bond — None — fluctu

Eaton Vance MS Fund — Int/Div

LA PFA REV RDGB Fuad — Interest — Redeemed

Biloxi School Bond — Interest — Redeemed

MS Hospital EQ & FAC Bond — Interest

Columbus MS Bond — Interest

Shares New Perspective — Int/Div

Shares of Community Bancshares of MS Inc. — Int/Div

ING NQ VA hers #..33PM — None

American Skandia NQ VA hers #...8801 — None

His Hartford VA IRA__6922 — None

State of MS GO Bond — Interest — Redeemed

Land in Scott Co. MS — None

INGNQ VAR

American Skandia NQ VA

State of MS Bond — Interest — Redeemed

Van Kampen Muni Opp (VMO) — Int/Div

MS O Coupon Bond — fluctu

Eaton Vance MS Fund — Int/Div

LA PFA REV RDGB Fund — Interest — Redeemed

Biloxi School Bond — Interest — Redeemed

MS Hospital EQ & FAC Bond — Interest

Columbus MS Bond — Interest

Shares New Perspective — Int/Div

Shares of Community Bancshares of MS Inc. — Int/Div

ING NQ VA hers #...33PM

American Skandia NQ VA hers #...8801

His Hartford VA IRA...6922

State of MS GO Bond — Interest — Redeemed

Land in Scott Co., MS

U.S. Ser. E. Bonds — increa

Phoenix Life — Ins.

Community Bancshares of MS — Interest

His ING VA IRA...89AV — Fluc

Davis New York Venture — Int/Div

Growth Fund of America — Int/Div

New Perspective — Int/Div

UBS Tactical Allocation — Sell

Lord Abbert Aff — Int/Div

Alliance MF — Fluc

Hartford VA NQ (with JS) — Fluc

Salomon Brothers — Int/Div

Her ING VA IRA..29AV — Fluc

FT Dow Dividend — Int/Div

FT Dow Dividend — Int/Div

FT Target VIP — Int/Div

Franklin HY Tax Free — Int/Div — Sell

Silver Standard

Claymore DG CND Energy — Int/Div — Buy

Claymore Zacks — Int/Div — Buy

VK C&S Muni — Int/Div — Buy

VK Financial Inst — Int/Div — Buy

VK EAFE — Int/Div — Buy

VanKampen Muni Adv. 45. Claymore DG CND Energy — Int/Div — Buy

Claymore Zacks wo FMei U8 VKC&SMumi ©. VKEAFE — Int/Div — Buy Buy Buy

Board of Trustees, Mississippi College

General Partner, Tom S. Lee Family Limited Partnership

5., rt nm == Eat on = RL a a -_ l@)

Spouse's income — 2007 — Director - Community Bancshare of MS, Inc. m——————— is reser —————— eres ——————t—————————————— Reese ia eT

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.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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Tom Stewart Lee | Frix