William Charles Lee

What was filed

66
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
2
income
0
spouse income

Named parties

Fort Wayne Community School Scholarship Commuttee
Allen County Fort Wayne Historical Society
West Publishing Co. Book Royalties
Wilson Foundation - Committee Attendance Fees

As filed

Steuben Co., IN, farm Appraisal Date 12/14/16) — Rent

Agency #1 (H)

Goldman Sachs FS Gov't #465 — Int/Div — Buy

Goldman Sachs FS Gov't #465 — Buy

Goldman Sachs FS Gov't #465 — Sold

DODGE & COX INCOME FUND — Int/Div — Buy

DODGE & COX INCOME FUND — Buy

GS DYNAMIC MUNI INCOME FD. INSTL — Int/Div — Buy

GS DYNAMIC MUNI INCOME FD. INSTL — Buy

LORD ABBET INVT 1K — Int/Div — Buy

VANGUARD INIERMEDIAIE TERM — Int/Div — Buy

VANGUARD INIER-1ERM TAX EXEMPT FUND — Int/Div — Buy

VANGUARD INIER-1ERM TAX EXEMPT FUND — Buy

VANGUARD ST INV GRADE FUND I — Int/Div — Buy

VANGUARD ST INV GRADE FUND I — Buy

HARBOR CAP11AL APPRECIATION FUND — Int/Div — Sold

HARBOR CAP11AL APPRECIATION FUND — Sold

ISHARES MSCI EArE INDEX FUND — Int/Div

MEFS SER '1R X11 NEW DIS VALI — Int/Div — Sold

MEFS SER '1R X11 NEW DIS VALI — Sold

TROWE PRICE MID C — Int/Div — Sold

TROWE PRICE MID C — Sold

TROWE PRICE MID C — Buy

T ROWE PRICE QUANT MGT rpS INC — Int/Div — Sold

T ROWE PRICE QUANT MGT rpS INC — Sold

T ROWE PRICE QUANT MGT rpS INC — Buy

VANGUARD S&P S00 E1F — Int/Div — Sold

VANGUARD S&P S00 E1F — Sold

VICTORY SYCAMORE ESTABLISHED — Int/Div — Sold

VICTORY SYCAMORE ESTABLISHED — Sold

VICTORY SYCAMORE ESTABLISHED — Buy

INVESCO OPPENHEIMER DEVELOPING — Int/Div — Sold

INVESCO OPPENHEIMER DEVELOPING — Sold

INVESCO OPPENHEIMER INTERNATIONAL — Int/Div — Sold

OPPENHEIMER SENIOR FLOA'1ING RATEFUNDI — Int/Div — Buy

ISHARES MSCI EAFE INDEX FUND — Int/Div

EATON VANCE PARAMETRIC EMERGING MKT — None — Sold

EATON VANCE PARAMETRIC EMERGING MKT — Sold

EATON VANCE PARAMETRIC EMERGING MKT — Buy

NORI1HERN FUNDS UL1KA-SHORT FIXED INCOME — Int/Div — Sold

NORI1HERN FUNDS UL1KA-SHORT FIXED INCOME — Sold

NORI1HERN FUNDS UL1KA-SHORT FIXED INCOME — Buy

VANGUARD SMALL CAP VALUE INDEX FUND — None — Sold

VANGUARD SMALL CAP VALUE INDEX FUND — Sold

VANGUARD SMALL CAP VALUE INDEX FUND — Buy

VANGUARD HIGH YIELD CORP FUND — Int/Div — Sold

VANGUARD ST CORP BOND INDEX 1 — Int/Div — Sold

Member, Fort Wayne Community School Scholarship Commuttee

Board Member, Allen County Fort Wayne Historical Society

Income — 2019 — West Publishing Co. Book Royalties — $52. 893 51

Income — 2019 — Wilson Foundation - Committee Attendance Fees — $1.000.00