John Zihun Lee

What was filed

670
investments
0
positions
0
gifts
0
agreements
0
debts
10
reimbursements
0
income
5
spouse income

Named parties

Judical Conference, Advisory Committee on Evidence Rules
Judicial Conference, Committee on Court Administration and Case Management
Self-employed physician

As filed

LPL Financial IRA #1 (H)

Am. Beacon Bridgeway Large Cap Fund — None — Buy

Am. Beacon Bridgeway Large Cap Fund — Sold

Am. Beacon High Yield Fund — Dividend

Am. Beacon Sm Cap Value Fund — Dividend

Am. Century Mid Cap Value Fund — Dividend

Am. Century Equity Income Fund — Dividend — Buy

Artisan Mid Cap Fund — Dividend — Sold (part)

Artisan International Value Fund — None — Buy

Artisan International Value Fund — Sold

Calamos Mkt Neutral Income Fund — Dividend

Clearbridge Aggressive Growth Fund — None — Sold

Clearbridge Large Cap Growth Fund — Dividend — Buy (add'l)

iShares Core S&P 500 ETF — Dividend — Buy

JP Morgan Prime Money Mkt Acct — Interest

Janus Venture Fund — Dividend

Oakmark Mutual Fund — Dividend — Buy (add'l)

Oakmark Mutual Fund — Sold

Oakmark International Fund — None — Sold (part)

Oakmark International Fund — Sold (part)

Oakmark International Fund — Sold

Oppenheimer Dev. Mkts Fund — Dividend — Sold (part)

Prudential Total Return Bond Fund — Dividend — Buy

Vanguard Growth ETF — Dividend — Sold (part)

LPL Financial IRA #2 (H)

Vanguard Intermed. Term Invest. Grade Bond Fund — Dividend

Vanguard High Yield Corporate Bond Mut. Fund — Dividend — Buy

Vanguard International Value Mut. Fund — Dividend — Sold (part)

Vanguard International Value Mut. Fund — Sold (part)

Vanguard STAR Mut Fund — Dividend — Buy

Vanguard Total Stock Market Mut. Fund — Dividend — Sold (part)

Goldman Sachs Bank USA Cash Acct — Dividend

Trust # 1 (H)

T. Rowe Price Ret. 2035 Mut. Fund — Dividend — Buy (add'l)

T. Rowe Price Ret. 2035 Mut. Fund — Buy (add'l)

LPL Financial IRA #3 (H)

Am. Beacon Bridgeway Large Cap Fund — None — Buy

Am. Beacon Bridgeway Large Cap Fund — Sold

Am. Beacon Sm Cap Value Fund — Dividend

Am. Century Mid Cap Value Fund — Dividend

Am. Century Equity Income Mut Fund — Dividend — Buy

Calamos Mkt Neautral Income Fund — Dividend

Clearbridge International Growth Fund — Dividend — Sold (part)

Clearbridge International Growth Fund — Sold (part)

Clearbridge Large Cap Growth — Dividend

Clearbridge Small Cap Fund — Dividend — Sold (part)

iShares Core S&P 500 ETF — Dividend — Buy (add'l)

Janus Enterprise Fund — Dividend — Sold (part)

Oppenheimer Developing Mkt Fund — Dividend — Sold (part)

Oppenheimer Developing Mkt Fund — Sold (part)

PGIM Total Return Bond Fund — Dividend — Buy (add'l)

PGIM Short Duration High Yield Fund — Dividend — Buy (add'l)

Vanguard Growth Fund — Dividend — Sold (part)

Morgan Stanley Private Bank Money Market Fund — Dividend

Am. Century Equity Income Mut. Fund — Dividend — Sold

DWS Managed Municipal Bond Mutual Fund — Dividend — Buy

DWS Intermediate Tax-Free Mut. Fund — Dividend

Janus Enterprise Mut. Fund — Dividend — Buy (add'l)

Janus Venture Mut. Fund — Dividend — Buy (add'l)

Oakmark Fund Mutual Fund — Dividend

Goldman Sachs Bank USA Cash Acct — Interest

Loomis Sayles Growth Mut. Fund — Dividend

Oppenheimer Dev. Markets Mut. Fund — Dividend — Sold (part)

Oppenheimer Dev. Markets Mut. Fund — Buy

Vanguard FTSE Dev. Mkts Fund — Dividend

Vanguard Growth ETF — Dividend — Buy

WisdomTree US Mid Cap Dividend Fund — Dividend — Buy (add'l)

iShares Core S&P 500 ETF — Dividend — Buy

iShares Russell 1000 Value ETF — Dividend — Buy

iShares Russell 1000 Value ETF — Buy (add'l)

Bright Directions College Savings 15-16 Portfolio — None — Buy (add'l)

Bright Directions College Savings 15-16 Portfolio — Buy (add'l)

Bright Directions College Savings 15-16 Portfolio — Sold

Bright Directions College Savings 17-18 Portfolio — None — Buy

Bright Directions College Savings 17-18 Portfolio — Buy (add'l)

Bright Directions College Savings Baird Short-Term Bond Fund — None — Buy (add'l)

Bright Directions College Savings Baird Short-Term Bond Fund — Buy (add'l)

Bright Directions 529 College Savings MFS Value Fund — None — Buy (add'l)

Bright Directions 529 College Savings MFS Value Fund — Buy (add'l)

Bright Directions 529 College Savings MFS Value Fund — Sold

Bright Directions College Savings Northern Bond Fund — None — Buy (add'l)

Bright Directions College Savings Northern Bond Fund — Buy (add'l)

Bright Directions College Savings Northern Bond Fund — Sold

Bright Directions College Bright Direc. Sav. Oppen. Int'l Growth Fund — None — Sold

Bright Directions College Savings T Rowe Price Large Cap Growth Fund — None — Sold

Bright Directions College Savings T Rowe Price Real Estate Fund — None — Sold

Bright Directions College Savings T Rowe Price Balanced Portfolio — None — Buy (add'l)

Bright Directions College Savings T Rowe Price Balanced Portfolio — Buy (add'l)

Bright Directions 529 College Savings Fidelity US Bond Index — None — Buy

Bright Directions 529 College Savings Fidelity US Bond Index — Buy (add'l)

Apple (AAPL) — Dividend — Sold

Amazon (AMZN) — None — Buy

Johnson & Johnson (JNJ) — Dividend — Buy

Revolution Lighting (RVLT) — None

Schwab One Interest Account — Interest

JP Morgan Chase Bank Accounts — Interest

LPL Financial IRA #1 (H)

Am. Beacon Bridgeway Large Cap Fund — None — Buy

Am. Beacon Bridgeway Large Cap Fund — Sold

Am. Beacon High Yield Fund — Dividend

Am. Beacon Sm Cap Value Fund — Dividend

Am. Century Mid Cap Value Fund — Dividend

Am. Century Equity Income Fund — Dividend — Buy

Artisan Mid Cap Fund — Dividend — Sold (part)

Artisan International Value Fund — None — Buy

Artisan International Value Fund — Sold

Calamos Mkt Neutral Income Fund — Dividend

Clearbridge Aggressive Growth Fund — None — Sold

Clearbridge Large Cap Growth Fund — Dividend — Buy (add'l)

iShares Core S&P 500 ETF — Dividend — Buy

JP Morgan Prime Money Mkt Acct — Interest

Janus Venture Fund — Dividend

Oakmark Mutual Fund — Dividend — Buy (add'l)

Oakmark Mutual Fund — Sold

Oakmark International Fund — None — Sold (part)

Oakmark International Fund — Sold (part)

Oakmark International Fund — Sold

Oppenheimer Dev. Mkts Fund — Dividend — Sold (part)

Prudential Total Return Bond Fund — Dividend — Buy

Vanguard Growth ETF — Dividend — Sold (part)

LPL Financial IRA #2 (H)

Vanguard Intermed. Term Invest. Grade Bond Fund — Dividend

Vanguard High Yield Corporate Bond Mut. Fund — Dividend — Buy

Vanguard International Value Mut. Fund — Dividend — Sold (part)

Vanguard International Value Mut. Fund — Sold (part)

Vanguard STAR Mut Fund — Dividend — Buy

Vanguard Total Stock Market Mut. Fund — Dividend — Sold (part)

Goldman Sachs Bank USA Cash Acct — Dividend

Trust # 1 (H)

T. Rowe Price Ret. 2035 Mut. Fund — Dividend — Buy (add'l)

T. Rowe Price Ret. 2035 Mut. Fund — Buy (add'l)

LPL Financial IRA #3 (H)

Am. Beacon Bridgeway Large Cap Fund — None — Buy

Am. Beacon Bridgeway Large Cap Fund — Sold

Am. Beacon Sm Cap Value Fund — Dividend

Am. Century Mid Cap Value Fund — Dividend

Am. Century Equity Income Mut Fund — Dividend — Buy

Calamos Mkt Neautral Income Fund — Dividend

Clearbridge International Growth Fund — Dividend — Sold (part)

Clearbridge International Growth Fund — Sold (part)

Clearbridge Large Cap Growth — Dividend

Clearbridge Small Cap Fund — Dividend — Sold (part)

iShares Core S&P 500 ETF — Dividend — Buy (add'l)

Janus Enterprise Fund — Dividend — Sold (part)

Oppenheimer Developing Mkt Fund — Dividend — Sold (part)

Oppenheimer Developing Mkt Fund — Sold (part)

PGIM Total Return Bond Fund — Dividend — Buy (add'l)

PGIM Short Duration High Yield Fund — Dividend — Buy (add'l)

Vanguard Growth Fund — Dividend — Sold (part)

Morgan Stanley Private Bank Money Market Fund — Dividend

Am. Century Equity Income Mut. Fund — Dividend — Sold

DWS Managed Municipal Bond Mutual Fund — Dividend — Buy

DWS Intermediate Tax-Free Mut. Fund — Dividend

Janus Enterprise Mut. Fund — Dividend — Buy (add'l)

Janus Venture Mut. Fund — Dividend — Buy (add'l)

Oakmark Fund Mutual Fund — Dividend

Goldman Sachs Bank USA Cash Acct — Interest

Loomis Sayles Growth Mut. Fund — Dividend

Oppenheimer Dev. Markets Mut. Fund — Dividend — Sold (part)

Oppenheimer Dev. Markets Mut. Fund — Buy

Vanguard FTSE Dev. Mkts Fund — Dividend

Vanguard Growth ETF — Dividend — Buy

WisdomTree US Mid Cap Dividend Fund — Dividend — Buy (add'l)

iShares Core S&P 500 ETF — Dividend — Buy

iShares Russell 1000 Value ETF — Dividend — Buy

iShares Russell 1000 Value ETF — Buy (add'l)

Bright Directions College Savings 15-16 Portfolio — None — Buy (add'l)

Bright Directions College Savings 15-16 Portfolio — Buy (add'l)

Bright Directions College Savings 15-16 Portfolio — Sold

Bright Directions College Savings 17-18 Portfolio — None — Buy

Bright Directions College Savings 17-18 Portfolio — Buy (add'l)

Bright Directions College Savings Baird Short-Term Bond Fund — None — Buy (add'l)

Bright Directions College Savings Baird Short-Term Bond Fund — Buy (add'l)

Bright Directions 529 College Savings MFS Value Fund — None — Buy (add'l)

Bright Directions 529 College Savings MFS Value Fund — Buy (add'l)

Bright Directions 529 College Savings MFS Value Fund — Sold

Bright Directions College Savings Northern Bond Fund — None — Buy (add'l)

Bright Directions College Savings Northern Bond Fund — Buy (add'l)

Bright Directions College Savings Northern Bond Fund — Sold

Bright Directions College Bright Direc. Sav. Oppen. Int'l Growth Fund — None — Sold

Bright Directions College Savings T Rowe Price Large Cap Growth Fund — None — Sold

Bright Directions College Savings T Rowe Price Real Estate Fund — None — Sold

Bright Directions College Savings T Rowe Price Balanced Portfolio — None — Buy (add'l)

Bright Directions College Savings T Rowe Price Balanced Portfolio — Buy (add'l)

Bright Directions 529 College Savings Fidelity US Bond Index — None — Buy

Bright Directions 529 College Savings Fidelity US Bond Index — Buy (add'l)

Apple (AAPL) — Dividend — Sold

Amazon (AMZN) — None — Buy

Johnson & Johnson (JNJ) — Dividend — Buy

Revolution Lighting (RVLT) — None

Schwab One Interest Account — Interest

JP Morgan Chase Bank Accounts — Interest

LPL Financial IRA #1 (H)

Am. Beacon Bridgeway Large Cap Fund — None — Buy

Am. Beacon Bridgeway Large Cap Fund — Sold

Am. Beacon High Yield Fund — Dividend

Am. Beacon Sm Cap Value Fund — Dividend

Am. Century Mid Cap Value Fund — Dividend

Am. Century Equity Income Fund — Dividend — Buy

Artisan Mid Cap Fund — Dividend — Sold (part)

Artisan International Value Fund — None — Buy

Artisan International Value Fund — Sold

Calamos Mkt Neutral Income Fund — Dividend

Clearbridge Aggressive Growth Fund — None — Sold

Clearbridge Large Cap Growth Fund — Dividend — Buy (add'l)

iShares Core S&P 500 ETF — Dividend — Buy

JP Morgan Prime Money Mkt Acct — Interest

Janus Venture Fund — Dividend

Oakmark Mutual Fund — Dividend — Buy (add'l)

Oakmark Mutual Fund — Sold

Oakmark International Fund — None — Sold (part)

Oakmark International Fund — Sold (part)

Oakmark International Fund — Sold

Oppenheimer Dev. Mkts Fund — Dividend — Sold (part)

Prudential Total Return Bond Fund — Dividend — Buy

Vanguard Growth ETF — Dividend — Sold (part)

LPL Financial IRA #2 (H)

Vanguard Intermed. Term Invest. Grade Bond Fund — Dividend

Vanguard High Yield Corporate Bond Mut. Fund — Dividend — Buy

Vanguard International Value Mut. Fund — Dividend — Sold (part)

Vanguard International Value Mut. Fund — Sold (part)

Vanguard STAR Mut Fund — Dividend — Buy

Vanguard Total Stock Market Mut. Fund — Dividend — Sold (part)

Goldman Sachs Bank USA Cash Acct — Dividend

Trust # 1 (H)

T. Rowe Price Ret. 2035 Mut. Fund — Dividend — Buy (add'l)

T. Rowe Price Ret. 2035 Mut. Fund — Buy (add'l)

LPL Financial IRA #3 (H)

Am. Beacon Bridgeway Large Cap Fund — None — Buy

Am. Beacon Bridgeway Large Cap Fund — Sold

Am. Beacon Sm Cap Value Fund — Dividend

Am. Century Mid Cap Value Fund — Dividend

Am. Century Equity Income Mut Fund — Dividend — Buy

Calamos Mkt Neautral Income Fund — Dividend

Clearbridge International Growth Fund — Dividend — Sold (part)

Clearbridge International Growth Fund — Sold (part)

Clearbridge Large Cap Growth — Dividend

Clearbridge Small Cap Fund — Dividend — Sold (part)

iShares Core S&P 500 ETF — Dividend — Buy (add'l)

Janus Enterprise Fund — Dividend — Sold (part)

Oppenheimer Developing Mkt Fund — Dividend — Sold (part)

Oppenheimer Developing Mkt Fund — Sold (part)

PGIM Total Return Bond Fund — Dividend — Buy (add'l)

PGIM Short Duration High Yield Fund — Dividend — Buy (add'l)

Vanguard Growth Fund — Dividend — Sold (part)

Morgan Stanley Private Bank Money Market Fund — Dividend

Am. Century Equity Income Mut. Fund — Dividend — Sold

DWS Managed Municipal Bond Mutual Fund — Dividend — Buy

DWS Intermediate Tax-Free Mut. Fund — Dividend

Janus Enterprise Mut. Fund — Dividend — Buy (add'l)

Janus Venture Mut. Fund — Dividend — Buy (add'l)

Oakmark Fund Mutual Fund — Dividend

Goldman Sachs Bank USA Cash Acct — Interest

Loomis Sayles Growth Mut. Fund — Dividend

Oppenheimer Dev. Markets Mut. Fund — Dividend — Sold (part)

Oppenheimer Dev. Markets Mut. Fund — Buy

Vanguard FTSE Dev. Mkts Fund — Dividend

Vanguard Growth ETF — Dividend — Buy

WisdomTree US Mid Cap Dividend Fund — Dividend — Buy (add'l)

iShares Core S&P 500 ETF — Dividend — Buy

iShares Russell 1000 Value ETF — Dividend — Buy

iShares Russell 1000 Value ETF — Buy (add'l)

Bright Directions College Savings 15-16 Portfolio — None — Buy (add'l)

Bright Directions College Savings 15-16 Portfolio — Buy (add'l)

Bright Directions College Savings 15-16 Portfolio — Sold

Bright Directions College Savings 17-18 Portfolio — None — Buy

Bright Directions College Savings 17-18 Portfolio — Buy (add'l)

Bright Directions College Savings Baird Short-Term Bond Fund — None — Buy (add'l)

Bright Directions College Savings Baird Short-Term Bond Fund — Buy (add'l)

Bright Directions 529 College Savings MFS Value Fund — None — Buy (add'l)

Bright Directions 529 College Savings MFS Value Fund — Buy (add'l)

Bright Directions 529 College Savings MFS Value Fund — Sold

Bright Directions College Savings Northern Bond Fund — None — Buy (add'l)

Bright Directions College Savings Northern Bond Fund — Buy (add'l)

Bright Directions College Savings Northern Bond Fund — Sold

Bright Directions College Bright Direc. Sav. Oppen. Int'l Growth Fund — None — Sold

Bright Directions College Savings T Rowe Price Large Cap Growth Fund — None — Sold

Bright Directions College Savings T Rowe Price Real Estate Fund — None — Sold

Bright Directions College Savings T Rowe Price Balanced Portfolio — None — Buy (add'l)

Bright Directions College Savings T Rowe Price Balanced Portfolio — Buy (add'l)

Bright Directions 529 College Savings Fidelity US Bond Index — None — Buy

Bright Directions 529 College Savings Fidelity US Bond Index — Buy (add'l)

Apple (AAPL) — Dividend — Sold

Amazon (AMZN) — None — Buy

Johnson & Johnson (JNJ) — Dividend — Buy

Revolution Lighting (RVLT) — None

Schwab One Interest Account — Interest

JP Morgan Chase Bank Accounts — Interest

LPL Financial IRA #1 (H)

Am. Beacon Bridgeway Large Cap Fund — None — Buy

Am. Beacon Bridgeway Large Cap Fund — Sold

Am. Beacon High Yield Fund — Dividend

Am. Beacon Sm Cap Value Fund — Dividend

Am. Century Mid Cap Value Fund — Dividend

Am. Century Equity Income Fund — Dividend — Buy

Artisan Mid Cap Fund — Dividend — Sold (part)

Artisan International Value Fund — None — Buy

Artisan International Value Fund — Sold

Calamos Mkt Neutral Income Fund — Dividend

Clearbridge Aggressive Growth Fund — None — Sold

Clearbridge Large Cap Growth Fund — Dividend — Buy (add'l)

iShares Core S&P 500 ETF — Dividend — Buy

JP Morgan Prime Money Mkt Acct — Interest

Janus Venture Fund — Dividend

Oakmark Mutual Fund — Dividend — Buy (add'l)

Oakmark Mutual Fund — Sold

Oakmark International Fund — None — Sold (part)

Oakmark International Fund — Sold (part)

Oakmark International Fund — Sold

Oppenheimer Dev. Mkts Fund — Dividend — Sold (part)

Prudential Total Return Bond Fund — Dividend — Buy

Vanguard Growth ETF — Dividend — Sold (part)

LPL Financial IRA #2 (H)

Vanguard Intermed. Term Invest. Grade Bond Fund — Dividend

Vanguard High Yield Corporate Bond Mut. Fund — Dividend — Buy

Vanguard International Value Mut. Fund — Dividend — Sold (part)

Vanguard International Value Mut. Fund — Sold (part)

Vanguard STAR Mut Fund — Dividend — Buy

Vanguard Total Stock Market Mut. Fund — Dividend — Sold (part)

Goldman Sachs Bank USA Cash Acct — Dividend

Trust # 1 (H)

T. Rowe Price Ret. 2035 Mut. Fund — Dividend — Buy (add'l)

T. Rowe Price Ret. 2035 Mut. Fund — Buy (add'l)

LPL Financial IRA #3 (H)

Am. Beacon Bridgeway Large Cap Fund — None — Buy

Am. Beacon Bridgeway Large Cap Fund — Sold

Am. Beacon Sm Cap Value Fund — Dividend

Am. Century Mid Cap Value Fund — Dividend

Am. Century Equity Income Mut Fund — Dividend — Buy

Calamos Mkt Neautral Income Fund — Dividend

Clearbridge International Growth Fund — Dividend — Sold (part)

Clearbridge International Growth Fund — Sold (part)

Clearbridge Large Cap Growth — Dividend

Clearbridge Small Cap Fund — Dividend — Sold (part)

iShares Core S&P 500 ETF — Dividend — Buy (add'l)

Janus Enterprise Fund — Dividend — Sold (part)

Oppenheimer Developing Mkt Fund — Dividend — Sold (part)

Oppenheimer Developing Mkt Fund — Sold (part)

PGIM Total Return Bond Fund — Dividend — Buy (add'l)

PGIM Short Duration High Yield Fund — Dividend — Buy (add'l)

Vanguard Growth Fund — Dividend — Sold (part)

Morgan Stanley Private Bank Money Market Fund — Dividend

Am. Century Equity Income Mut. Fund — Dividend — Sold

DWS Managed Municipal Bond Mutual Fund — Dividend — Buy

DWS Intermediate Tax-Free Mut. Fund — Dividend

Janus Enterprise Mut. Fund — Dividend — Buy (add'l)

Janus Venture Mut. Fund — Dividend — Buy (add'l)

Oakmark Fund Mutual Fund — Dividend

Goldman Sachs Bank USA Cash Acct — Interest

Loomis Sayles Growth Mut. Fund — Dividend

Oppenheimer Dev. Markets Mut. Fund — Dividend — Sold (part)

Oppenheimer Dev. Markets Mut. Fund — Buy

Vanguard FTSE Dev. Mkts Fund — Dividend

Vanguard Growth ETF — Dividend — Buy

WisdomTree US Mid Cap Dividend Fund — Dividend — Buy (add'l)

iShares Core S&P 500 ETF — Dividend — Buy

iShares Russell 1000 Value ETF — Dividend — Buy

iShares Russell 1000 Value ETF — Buy (add'l)

Bright Directions College Savings 15-16 Portfolio — None — Buy (add'l)

Bright Directions College Savings 15-16 Portfolio — Buy (add'l)

Bright Directions College Savings 15-16 Portfolio — Sold

Bright Directions College Savings 17-18 Portfolio — None — Buy

Bright Directions College Savings 17-18 Portfolio — Buy (add'l)

Bright Directions College Savings Baird Short-Term Bond Fund — None — Buy (add'l)

Bright Directions College Savings Baird Short-Term Bond Fund — Buy (add'l)

Bright Directions 529 College Savings MFS Value Fund — None — Buy (add'l)

Bright Directions 529 College Savings MFS Value Fund — Buy (add'l)

Bright Directions 529 College Savings MFS Value Fund — Sold

Bright Directions College Savings Northern Bond Fund — None — Buy (add'l)

Bright Directions College Savings Northern Bond Fund — Buy (add'l)

Bright Directions College Savings Northern Bond Fund — Sold

Bright Directions College Bright Direc. Sav. Oppen. Int'l Growth Fund — None — Sold

Bright Directions College Savings T Rowe Price Large Cap Growth Fund — None — Sold

Bright Directions College Savings T Rowe Price Real Estate Fund — None — Sold

Bright Directions College Savings T Rowe Price Balanced Portfolio — None — Buy (add'l)

Bright Directions College Savings T Rowe Price Balanced Portfolio — Buy (add'l)

Bright Directions 529 College Savings Fidelity US Bond Index — None — Buy

Bright Directions 529 College Savings Fidelity US Bond Index — Buy (add'l)

Apple (AAPL) — Dividend — Sold

Amazon (AMZN) — None — Buy

Johnson & Johnson (JNJ) — Dividend — Buy

Revolution Lighting (RVLT) — None

Schwab One Interest Account — Interest

JP Morgan Chase Bank Accounts — Interest

LPL Financial IRA #1 (H)

Am. Beacon Bridgeway Large Cap Fund — None — Buy

Am. Beacon Bridgeway Large Cap Fund — Sold

Am. Beacon High Yield Fund — Dividend

Am. Beacon Sm Cap Value Fund — Dividend

Am. Century Mid Cap Value Fund — Dividend

Am. Century Equity Income Fund — Dividend — Buy

Artisan Mid Cap Fund — Dividend — Sold (part)

Artisan International Value Fund — None — Buy

Artisan International Value Fund — Sold

Calamos Mkt Neutral Income Fund — Dividend

Clearbridge Aggressive Growth Fund — None — Sold

Clearbridge Large Cap Growth Fund — Dividend — Buy (add'l)

iShares Core S&P 500 ETF — Dividend — Buy

JP Morgan Prime Money Mkt Acct — Interest

Janus Venture Fund — Dividend

Oakmark Mutual Fund — Dividend — Buy (add'l)

Oakmark Mutual Fund — Sold

Oakmark International Fund — None — Sold (part)

Oakmark International Fund — Sold (part)

Oakmark International Fund — Sold

Oppenheimer Dev. Mkts Fund — Dividend — Sold (part)

Prudential Total Return Bond Fund — Dividend — Buy

Vanguard Growth ETF — Dividend — Sold (part)

LPL Financial IRA #2 (H)

Vanguard Intermed. Term Invest. Grade Bond Fund — Dividend

Vanguard High Yield Corporate Bond Mut. Fund — Dividend — Buy

Vanguard International Value Mut. Fund — Dividend — Sold (part)

Vanguard International Value Mut. Fund — Sold (part)

Vanguard STAR Mut Fund — Dividend — Buy

Vanguard Total Stock Market Mut. Fund — Dividend — Sold (part)

Goldman Sachs Bank USA Cash Acct — Dividend

Trust # 1 (H)

T. Rowe Price Ret. 2035 Mut. Fund — Dividend — Buy (add'l)

T. Rowe Price Ret. 2035 Mut. Fund — Buy (add'l)

LPL Financial IRA #3 (H)

Am. Beacon Bridgeway Large Cap Fund — None — Buy

Am. Beacon Bridgeway Large Cap Fund — Sold

Am. Beacon Sm Cap Value Fund — Dividend

Am. Century Mid Cap Value Fund — Dividend

Am. Century Equity Income Mut Fund — Dividend — Buy

Calamos Mkt Neautral Income Fund — Dividend

Clearbridge International Growth Fund — Dividend — Sold (part)

Clearbridge International Growth Fund — Sold (part)

Clearbridge Large Cap Growth — Dividend

Clearbridge Small Cap Fund — Dividend — Sold (part)

iShares Core S&P 500 ETF — Dividend — Buy (add'l)

Janus Enterprise Fund — Dividend — Sold (part)

Oppenheimer Developing Mkt Fund — Dividend — Sold (part)

Oppenheimer Developing Mkt Fund — Sold (part)

PGIM Total Return Bond Fund — Dividend — Buy (add'l)

PGIM Short Duration High Yield Fund — Dividend — Buy (add'l)

Vanguard Growth Fund — Dividend — Sold (part)

Morgan Stanley Private Bank Money Market Fund — Dividend

Am. Century Equity Income Mut. Fund — Dividend — Sold

DWS Managed Municipal Bond Mutual Fund — Dividend — Buy

DWS Intermediate Tax-Free Mut. Fund — Dividend

Janus Enterprise Mut. Fund — Dividend — Buy (add'l)

Janus Venture Mut. Fund — Dividend — Buy (add'l)

Oakmark Fund Mutual Fund — Dividend

Goldman Sachs Bank USA Cash Acct — Interest

Loomis Sayles Growth Mut. Fund — Dividend

Oppenheimer Dev. Markets Mut. Fund — Dividend — Sold (part)

Oppenheimer Dev. Markets Mut. Fund — Buy

Vanguard FTSE Dev. Mkts Fund — Dividend

Vanguard Growth ETF — Dividend — Buy

WisdomTree US Mid Cap Dividend Fund — Dividend — Buy (add'l)

iShares Core S&P 500 ETF — Dividend — Buy

iShares Russell 1000 Value ETF — Dividend — Buy

iShares Russell 1000 Value ETF — Buy (add'l)

Bright Directions College Savings 15-16 Portfolio — None — Buy (add'l)

Bright Directions College Savings 15-16 Portfolio — Buy (add'l)

Bright Directions College Savings 15-16 Portfolio — Sold

Bright Directions College Savings 17-18 Portfolio — None — Buy

Bright Directions College Savings 17-18 Portfolio — Buy (add'l)

Bright Directions College Savings Baird Short-Term Bond Fund — None — Buy (add'l)

Bright Directions College Savings Baird Short-Term Bond Fund — Buy (add'l)

Bright Directions 529 College Savings MFS Value Fund — None — Buy (add'l)

Bright Directions 529 College Savings MFS Value Fund — Buy (add'l)

Bright Directions 529 College Savings MFS Value Fund — Sold

Bright Directions College Savings Northern Bond Fund — None — Buy (add'l)

Bright Directions College Savings Northern Bond Fund — Buy (add'l)

Bright Directions College Savings Northern Bond Fund — Sold

Bright Directions College Bright Direc. Sav. Oppen. Int'l Growth Fund — None — Sold

Bright Directions College Savings T Rowe Price Large Cap Growth Fund — None — Sold

Bright Directions College Savings T Rowe Price Real Estate Fund — None — Sold

Bright Directions College Savings T Rowe Price Balanced Portfolio — None — Buy (add'l)

Bright Directions College Savings T Rowe Price Balanced Portfolio — Buy (add'l)

Bright Directions 529 College Savings Fidelity US Bond Index — None — Buy

Bright Directions 529 College Savings Fidelity US Bond Index — Buy (add'l)

Apple (AAPL) — Dividend — Sold

Amazon (AMZN) — None — Buy

Johnson & Johnson (JNJ) — Dividend — Buy

Revolution Lighting (RVLT) — None

Schwab One Interest Account — Interest

JP Morgan Chase Bank Accounts — Interest

Reimbursement — Judical Conference, Advisory Committee on Evidence Rules — 10/24/19 - 10/25/19 — Nashville, TN — Attend meeting — Transportation, lodging, and food

Reimbursement — Judicial Conference, Committee on Court Administration and Case Management — 12/03/19 - 12/05/19 — Washington, D.C. — Attend meeting — Transportation, lodging, and food