# Gerald Bruce Lee > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/22476 ## Record - **Judge:** Gerald Bruce Lee - **Year:** 2008 - **Pages:** 8 ## Text Virginia Retirement System Va. Cir. Ct. Pe nsion 92-98 — Distribution Alliance Capital Reserves Money Market Fund (401)(K) — Interest Wal Mart Stores, Inc.(IRA) — Int/Div Opp Quest for Opty A Fund — None — Buy/monthly Opp Quest for Opty A Fund — Sale AIM Constellation Fund — None — Buy/monthly AIM Constellation Fund — Sale Johnson Controls — None Alger Money Market Fund — None — buy/monthly Vanguard Total Stock Index Fund, IRA — None Vanguard Total Stock Mkt Index IRA — None Vanguard US Growth IRA — None Vanguard US Growth Fund IRA — None Vanguard 500 Index Fund IRA — None Vanguard Capital Opp IRA — None Vanguard Treasury M/Market Fund — None — monthly Fidelity Fund IRA — None Fidelity Aggressive Growth IRA — None Vanguard Health Care Fnd IRA — None TIAA CREF Tax Exempt Bond Fund — None — pt Walt Disney Co — None — Buy (add'l) Russell 3000 Index — None — pt. Walmart Stores, Inc — Int/Div — Buy (add'l) Starbucks Corp — None — buy General Mills, Inc — None — Buy General Mills, Inc — None — Buy (add'l) Board of Directors Baord of Advisors, Marshall Brennan Program The American University Washington College of Law Dean's Advisory Council, The American University Washington College of Law Agreement — 04/16/99 — Delaware Charter Guarantee Trust Company, IRA FBO Gerald Bruce Lee Agreement — 5/92 — Virginia Retirement System, government pension, Fairfax Circuit Court Reimbursement — Dvocacy Institute , UVA Law School, Charlottesville, Va — ed, CHE Un Sa — name Taney. pte. — ET Hy ea y Reimbursement — And Just the Beginning Foundat ion Conference — Ie So — pli et et lt ath GL hy Rl Sl EES iabe Reimbursement — New York Intellectual Property Bar Assn Dinner — March 28, 2008 — New York — Dinner — transportation, hotel, and meals Reimbursement — Federal Judges Association — May 3-5,2008 — Arlington, Virginia — Board meeting — Trransportation, hotel, and meals Reimbursement — Virginia State Bar General Pra ctice Section Seminar — June 16-19, 2008 — Virginia Beach, Virginia — Teach — Transportation, hotel, and meals Reimbursement — DuPont Corporation Outside Counsel Seminar — June 25-26, 2008 — Wilmington, Delaware — Teach — Transportation, hotel, and meals Reimbursement — Sociation National Bar Associa tion Reg Seminar — DESCRIPTION VII. Investments and Trusts These investments are through Sharebuilder.com No.2l. Walt Disney Stock. Less than $1,000.00 per month .No. 22 Russell 3000 Index is purchased monthly. Less than $1,000.00 per month. No. 23. WalMart, Stores, Inc. is purchased monthly. Less than $1,000.00 per month No. 24. Starbucks Corp is purchased monthly. Less than $1,000.00 per month No. 25 ess than $1,000.00 pere month No. 26 401 (k) Retirement Plan and T rust Note Seve unds previously listed will no longer be reported because Trust and Tn 401 (id) Plan and Trust is Administered by = Trustee Sun does not have the power to select investments or to manage . Therefore - starting with this report, funds and investments listed in my 2007 FDR at lines 22 STI Classic Growth and Income Fund, Sun Trust Stable Asset 24, Janus Adviser International Fund 25, MEFS Mid Cap Growth 26, STI Classic US Govt Sec I 27, Fidelity Advisor Equity, Inc. 28, Dreyfus Midcap Value Fund 33, Drefyfu Premier S&P Stars Opp 34, Fidelity Advisor Equity Income T 35, STI Classic Lage Cap Core Equity-I 36, and T. Rowe Price Growth Stock Fund 37 are no longer reportable. No. 20. TIAA CREF Tax Exempt Bond Fund and this fund is purchased monthly. Less than $1,000.00 per month --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/22476. Public record. Not legal advice.