# Gerald Bruce Lee

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/23341

## Record

- **Judge:** Gerald Bruce Lee
- **Year:** 2007
- **Pages:** 19

## Text

Virginia Retirement System Va. Cir. Ct. Pension 92-98 — Distribution
Alliance Capital Reserves Money Market Fund (401)(K) — Int/Div
Wal Mart Stores,Inc.(IRA) — Int/Div
Opp Quest for Opty A Fund — Int/Div — Buy/monthly
Opp Quest for Opty A Fund — Sale
AIM Constellation Fund — Int/Div — Buy/monthly
AIM Constellation Fund — Sale
Alger Money Market Fund — Int/Div — buy/monthly
Alger Money Market Fund — Sale
Vanguard Total Stock Index Fund, IRA — Int/Div
Vanguard Total Stock Mkt Index IRA — Int/Div
Vanguard US Growth IRA — Int/Div
Vanguard US Growth Fund IRA — Int/Div
Vanguard Capital Opp IRA — Int/Div
Vanguard Treasury M/Market Fund — Int/Div — monthly
Fidelity Fund IRA — Int/Div
Fidelity Aggressive Growth IRA — Int/Div
Vanguard Health Care Fnd IRA — Int/Div
STI Classic Growth and Inc. Fund, JRA — Int/Div
TIAA CREF Tax Exempt Bond Fund — Int/Div — pt
Sun Trust Stable Asset, IRA — Int/Div — buy*
Janus Adviser Intemational Fund, IRA — Int/Div — buy*
MFS Mid Cap Growth Fund — Int/Div — buy*
STI Classic US Govt Sec I (IRA) — Int/Div — buy*
Fidelity Advisor Equity Inc (IRA) — Int/Div — buy*
Walt Disney Co — Int/Div — monthly
Russell 3000 Index — Int/Div — pt
Walmart Stores, Inc — Int/Div — pt
Starbucks Corp — Int/Div — buy
Dreyfus Midcap Value Fund — Int/Div — buy
Dreyfus Premier S&P Stars Opp A — Int/Div — buy
Virginia Retirement System Va. Cir. Ct Pension 92-98 — Distribution
Alliance Capital Reserves Money Market Fund (401)(K) — Int/Div
Wal Mart Stores,Inc.(IRA) — Int/Div
Opp Quest for Opty A Fund — Int/Div — Buy/monthly
Opp Quest for Opty A Fund — Sale
AIM Constellation Fund — Int/Div — Buy/monthly
AIM Constellation Fund — Sale
Johnson Controls — Int/Div
Alger Money Market Fund — Int/Div — buy/monthly
Alger Money Market Fund — Sale
Vanguard Total Stock Mkt Index IRA — Int/Div
Vanguard US Growth IRA — Int/Div
Vanguard US Growth Fund IRA — Int/Div
Vanguard S00 Index Fund IRA — Int/Div
Vanguard Capital Opp IRA — Int/Div
Vanguard Treasury M/Market Fund — Int/Div — monthly
Fidelity Fund IRA — Int/Div
Fidelity Aggressive Growth IRA — Int/Div
Vanguard Health Care Fnd IRA — Int/Div
STI Classic Growth and Inc. Fund, IRA — Int/Div
TIAA CREF Tax Exempt Bond Fund — Int/Div — pt
Sun Trust Stable Asset, IRA — Int/Div — buy*
Janus Adviser International Fund, IRA — Int/Div — buy*
MFS Mid Cap Growth Fund — Int/Div — buy*
STI Classic US Govt Sec I (IRA) — Int/Div — buy*
Fidelity Advisor Equity Inc (IRA) — Int/Div — buy*
Walt Disney Co — Int/Div — monthly
Russell 3000 Index — Int/Div — pt.
Walmart Stores, Inc — Int/Div — pt.
Starbucks Corp — Int/Div
Board of Directors, Federal Judges Association
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 — 2.592 — Virginia Retirement System, government pension, Fairfax Circuit Court
VII. Investments and Trusts

No. 2. Walt Disney Stock

30. Russell 3000 Index is purchased monthly

31. WalMart, Stores, Inc. is purchased monthly

32. Starbucks Corp is purchased monthly

No. 23 TIAA CREF Tax Exempt Bond Fund and this fund is purchased monthly.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/23341. Public record. Not legal advice.
