William Charles Lee
2020
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What was filed
47
investments
3
positions
0
gifts
0
agreements
0
debts
0
reimbursements
2
income
0
spouse income
Named parties
- Fort Wayne Community School Scholarship Committee
- Allen County Fort Wayne Historical Society
- Volunteer Lawyer Program
- West Publishing Co. Book Royalties
- Wilson Foundation - Committee Attendance Fees
As filed
Steuben Co., IN, farm Appraisal Date 07/04/2019) — Rent
Agency #1 (H)
Goldman Sachs FS Gov't #465 — Dividend — Buy
Goldman Sachs FS Gov't #465 — Buy
Goldman Sachs FS Gov't #465 — Buy
Goldman Sachs FS Gov't #465 — Buy
Goldman Sachs FS Gov't #465 — Buy
Goldman Sachs FS Gov't #465 — Buy
Goldman Sachs FS Gov't #465 — Sold
Goldman Sachs FS Gov't #465 — Sold
Goldman Sachs FS Gov't #465 — Sold
Goldman Sachs FS Gov't #465 — Sold
Goldman Sachs FS Gov't #465 — Sold
Goldman Sachs FS Gov't #465 — Sold
DODGE & COX INCOME FUND (DODIX) — Dividend — Buy
GS DYNAMIC MUNI INCOME FD- INSTL (GSMTX) — Dividend — Sold (part)
LORD ABBET INVT TR (LLDYX) — Dividend — Buy
VANGUARD INTERMEDIATE TERM (VSIGX) — Dividend — Sold
VANGUARD INTER-TERM TAX EXEMPT FUND (VWIUX) — Dividend — Sold (part)
VANGUARD ST INV GRADE FUND I (VFSUX) — Dividend — Buy
VANGUARD ST INV GRADE FUND I (VFSUX) — Buy
VANGUARD ST INV GRADE FUND I (VFSUX) — Buy
VANGUARD ST INV GRADE FUND I (VFSUX) — Buy
HARBOR CAPITAL APPRECIATION FUND (HACAX) — Dividend — Sold (part)
HARBOR CAPITAL APPRECIATION FUND (HACAX) — Sold
HARBOR CAPITAL APPRECIATION FUND (HACAX) — Sold
HARBOR CAPITAL APPRECIATION FUND (HACAX) — Sold
HARBOR CAPITAL APPRECIATION FUND (HACAX) — Sold
ISHARES MSCI EAFE INDEX FUND (EFA) — Dividend — Sold (part)
ISHARES MSCI EAFE INDEX FUND (EFA) — Sold
ISHARES MSCI EAFE INDEX FUND (EFA) — Sold
MFS SER TR XIII NEW DIS VAL I (NDVIX) — Dividend — Sold (part)
T ROWE PRICE MID C (RPTIX) — Dividend — Buy
T ROWE PRICE QUANT MGT FDS INC (TQAIX) — Dividend — Buy
VANGUARD S&P 500 ETF (VOO) — Dividend — Sold (part)
VANGUARD S&P 500 ETF (VOO) — Sold
VANGUARD S&P 500 ETF (VOO) — Sold
VICTORY SYCAMORE ESTABLISHED (VEVIX) — Dividend — Sold (part)
INVESCO OPPENHEIMER DEVELOPING (ODVIX) — Dividend — Sold (part)
INVESCO OPPENHEIMER DEVELOPING (ODVIX) — Sold
INVESCO OPPENHEIMER INTERNATIONAL (OSMYX) — Dividend — Sold (part)
ISHARES TR RUSSELL 1000 GRW (IWF) — Dividend — Buy
MFS VALUE I (MEIIX) — Dividend — Buy
MFS VALUE I (MEIIX) — Buy
VANGUARD GNMA ADM (VFIJX) — Dividend — Buy
VANGUARD HIGH YIELD CORP FUND (VWEAX) — Dividend — Buy
VANGUARD HIGH YIELD CORP FUND (VWEAX) — Buy
Member, Fort Wayne Community School Scholarship Committee
Board Member, Allen County Fort Wayne Historical Society
Board Member, Volunteer Lawyer Program
Income — 2020 — West Publishing Co. Book Royalties — $47,887.37
Income — 2020 — Wilson Foundation - Committee Attendance Fees — $1,500.00
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.