John Zihun Lee

What was filed

860
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
5
spouse income

Named parties

Self-employed physician

As filed

LPL Financial IRA #1 (H)

Am. Beacon High Yield Fund — Dividend — Sold (part)

Am. Beacon Sm Cap Value Fund — None — Sold (part)

Am. Beacon Sm Cap Value Fund — Sold

Am. Century Equity Income Fund — Dividend — Buy (add'l)

Am. Century Equity Income Fund — Buy (add'l)

Am. Century Equity Income Fund — Sold (part)

Am. Century Equity Income Fund — Sold

Am. Century Mid Cap Value Fund — Dividend — Sold (part)

Am. Century Mid Cap Value Fund — Sold (part)

Am. Century Mid Cap Value Fund — Sold

Artisan Mid Cap Fund — Dividend — Sold (part)

Artisan Mid Cap Fund — Sold (part)

Artisan International Value Fund — Dividend — Sold (part)

Artisan International Value Fund — Buy (add'l)

Calamos Mkt Neutral Income Fund — Dividend — Sold (part)

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

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

Clearbridge Large Cap Growth Fund — Sold (part)

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

Clearbridge International Growth Fund — Dividend — Buy

Columbia Dividend Income Mutual Fund — Dividend — Buy

iShares Core S&P 500 ETF — Dividend — Sold (part)

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

JP Morgan Govt Bond Mutual Fund — Dividend — Buy

JP Morgan Govt Bond Mutual Fund — Sold (part)

JP Morgan Prime Money Mkt Acct — Interest

Janus Venture Fund — Dividend — Sold (part)

Janus Venture Fund — Sold (part)

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

Oppenheimer Dev. Mkts Fund — Buy (add'l)

Prudential Total Return Bond Fund — Dividend

Prudential PGIM Core Bond Mutual Fund — Dividend — Buy

Prudential PGIM Core Bond Mutual Fund — Buy (add'l)

SPDR Gold Shares ETF — Dividend — Buy

Vanguard Growth ETF — Dividend — Sold

LPL Financial IRA #2 (H)

Vanguard Emerging Mkrs Select Stock Mutual Fund — Dividend — Buy

Vanguard Emerging Mkrs Select Stock Mutual Fund — Buy (add'l)

Vanguard Intermed. Term Invest. Grade Bond Fund — Dividend — Buy (add'l)

Vanguard Intermed. Term Invest. Grade Bond Fund — Sold (part)

Vanguard High Yield Corporate Bond Mut. Fund — Dividend

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

Vanguard International Value Mut. Fund — Sold (part)

Vanguard International Value Mut. Fund — Buy (add'l)

Vanguard International Value Mut. Fund — Sold (part)

Vanguard STAR Mut Fund — Dividend — Buy (add'l)

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

Vanguard Total Stock Market Mut. Fund — Buy (add'l)

Goldman Sachs Bank USA Cash Acct — Dividend

Trust # 1 (H)

T. Rowe Price Ret. 2035 Mut. Fund — Dividend — Sold (part)

T. Rowe Price Ret. 2035 Mut. Fund — Sold (part)

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

T. Rowe Price Stable Value Fund — Dividend — Buy

T. Rowe Price Stable Value Fund — Buy (add'l)

T. Rowe Price Stable Value Fund — Sold (part)

LPL Financial IRA #3 (H)

Am. Beacon Sm Cap Value Fund — None — Sold

Am. Century Mid Cap Value Fund — Dividend — Sold (part)

Am. Century Mid Cap Value Fund — Sold

Am. Century Equity Income Mut Fund — Dividend — Buy (add'l)

Am. Century Equity Income Mut Fund — Sold (part)

Am. Century Equity Income Mut Fund — Sold

Artisan International Value Mutual Fund — None — Buy

Artisan International Value Mutual Fund — Buy (add'l)

Calamos Mkt Neutral Income Fund — Dividend — Sold (part)

Clearbridge International Growth Fund — Dividend — Sold (part)

Clearbridge International Growth Fund — Sold (part)

Clearbridge International Growth Fund — Buy (add'l)

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

Clearbridge Large Cap Growth — Sold (part)

Clearbridge Small Cap Fund — Dividend — Sold

Columbia Dividend Income Mutual Fund — Dividend — Buy

iShares Core S&P 500 ETF — Dividend — Sold (part)

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

Janus Enterprise Fund — Dividend — Sold (part)

Janus Enterprise Fund — Sold (part)

JP Morgan Govt Bond Mutual Fund — Dividend — Buy

JP Morgan Govt Bond Mutual Fund — Sold (part)

Oppenheimer Developing Mkt Fund — Dividend — Sold (part)

Oppenheimer Developing Mkt Fund — Sold (part)

Invesco Oppenheimer Main Street Small Cap Mutual Fund — Dividend — Buy

PGIM Core Bond Mutual Fund — Dividend — Buy

PGIM Total Return Bond Fund — Dividend

PGIM Short Duration High Yield Fund — Dividend — Sold (part)

SPDR Gold Trust Gold ETF — None — Buy

Vanguard Growth Fund — Dividend — Sold

Morgan Stanley Private Bank Money Market Fund — Dividend

Artisan International Value Mutual Fund — Dividend — Buy

Calamos Market Neutral Income Mutual Fund — Dividend — Buy

Clearbridge International Growth Fund — Dividend — Buy

DWS Managed Municipal Bond Mutual Fund — Dividend — Sold

DWS Intermediate Tax-Free Mut. Fund — Dividend

Janus Enterprise Mut. Fund — None — Sold

Janus Venture Mut. Fund — None — Sold

Oakmark Fund Mutual Fund — None — Sold

Goldman Sachs Bank USA Cash Acct — Interest

JP Morgan Government Bond Mutual Fund — Dividend — Buy

JP Morgan Government Bond Mutual Fund — Buy (add'l)

JP Morgan Government Bond Mutual Fund — Sold (part)

Loomis Sayles Growth Mut. Fund — Dividend — Buy (add'l)

Oppenheimer Dev. Markets Mut. Fund — Dividend — Buy (add'l)

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

Oppenheimer Dev. Markets Mut. Fund — Buy (add'l)

Prudential PGIM Core Bond Mutual Fund — Dividend — Buy

Vanguard FTSE Dev. Mkts Fund — Dividend

Vanguard Growth ETF — Dividend — Buy (add'l)

Vanguard Growth ETF — Sold

Vanguard Total Stock Market ETF — Dividend — Buy

Vanguard Total Stock Market ETF — Buy (add'l)

WisdomTree US Large Cap Dividend ETF — Dividend — Buy

WisdomTree US Large Cap Dividend ETF — Buy (add'l)

WisdomTree US Mid Cap Dividend Fund — Dividend — Sold

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

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

iShares Core S&P 500 ETF — Sold (part)

iShares Core S&P 500 ETF — Sold

iShares Russell 1000 Value ETF — None — Sold

Bright Directions 529 Savings #1

Bright Directions College Savings 17-18 Portfolio — None — Buy (add'l)

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

Bright Directions College Savings 17-18 Portfolio — Sold

Bright Directions 529 College Savings Invesco Govt & Ag Portfolio — Dividend — Buy

Bright Directions 529 College Savings Invesco Govt & Ag Portfolio — Buy (add'l)

Bright Directions 529 College Savings Invesco Govt & Ag Portfolio — Sold (part)

Bright Directions 529 College Savings Invesco Govt & Ag Portfolio — Buy (add'l)

Bright Directions 529 College Savings Invesco Govt & Ag Portfolio — Sold (part)

Bright Directions 529 College Savings Invesco Govt & Ag Portfolio — Buy (add'l)

Bright Directions 529 College Savings Invesco Govt & Ag Portfolio — Sold (part)

Bright Diections 529 College Savings Northern Funds Index Portfolio — None — Buy

Bright Diections 529 College Savings Northern Funds Index Portfolio — Sold (part)

Bright Directions 529 Savings #2

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 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 College Savings T Rowe Price Balanced Portfolio — Sold

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

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

Bright Directions 529 College Savings Fidelity US Bond Index — Sold (part)

Bright Directions 529 College Savings Invesco Govt & Ag. Portfolio — Dividend — Buy

Apple (AAPL) — None — Buy

Amazon (AMZN) — None

Johnson & Johnson (JNJ) — Dividend

Revolution Lighting (RVLT) — None

Schwab One Interest Account — Interest

JP Morgan Chase Bank Accounts — Interest