Susan K. Lee

2013Annual

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Pull out the substance of this filing.

What was filed

  • 29

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Self-employed Lawyer

As filed

EMC Corporation — Int/Div — Sold

Utah Educational Savings Plan, Age-Based Aggressive Growth, no contol — Int/Div — Sold (part)

Utah Educational Savings Plan, Age-Based Aggressive Growth, no contol — Sold (part)

ML IRA - Nationwide Investor Dest Mod Aggre FD CLC — Int/Div

Profit Sharing Plan: FA Freedome 2025 — Int/Div — Buy (add'l)

Profit Sharing Plan: FA Freedome 2025 — Buy (add'l)

Profit Sharing Plan: FA Freedome 2025 — Buy (add'l)

Profit Sharing Plan: FA Freedome 2025 — Sold (part)

Profit Sharing Plan: FA Freedome 2025 — Buy (add'l)

Profit Sharing Plan: FA Freedome 2025 — Buy (add'l)

Profit Sharing Plan: FA Freedome 2025 — Buy (add'l)

Profit Sharing Plan: FA Freedome 2025 — Buy (add'l)

Profit Sharing Plan: FA Freedome 2025 — Buy (add'l)

Profit Sharing Plan: FA Freedome 2025 — Buy (add'l)

Profit Sharing Plan: FA Freedome 2025 — Buy (add'l)

Profit Sharing Plan: FA Freedome 2025 — Buy (add'l)

Profit Sharing Plan: FA Freedome 2025 — Buy (add'l)

Profit Sharing Plan: FA Freedome 2025 — Buy (add'l)

Profit Sharing Plan: FA Freedome 2025 — Buy (add'l)

ISHARES TIPS BOND ETF — Int/Div — Buy

ISHARES TIPS BOND ETF — Buy (add'l)

T Rowe Price Int'l Stock Fund — Int/Div

Miller & Martin Partnership Interest — None

Spartan S00 Index — Int/Div

SunTrust Accounts - Cash Equivalents — Interest

SunTrust Accounts - Cash Equivalents — Interest

SunTrust Accounts - Cash Equivalents — Interest

SunTrust Accounts - Cash Equivalents (Y)

SunTrust Accounts - Cash Equivalents — Interest

Spouse's income — 2013 — Self-employed Lawyer

This report 1s being amended to include on Part VII, Line 2, "Utah Educational Savings Plan” the general investment strategy selected for the plan. Other than the

selection of the genreral investment strategy, there is no contol on this investment,

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.

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Susan K. Lee | Frix