# Tom Stewart Lee

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/7801

## Record

- **Judge:** Tom Stewart Lee
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 12

## Text

His Nationwide VA (H)
Munaged Risk Asset Allocation — None
HisIRA(H)
Advisors Disciplined Global Div. Strat — None — Sold
Advisors Blue Chip Cov. Call — None — Sold
First Trust Revo Global Div, Kings — None — Sold
Guggenheim Zacks Income — None — Sold
Invesco Bal. Div. Sustam — None — Sold
Principal Global Div. Income — None — Sold
Thomburg Investment Income — None — Sold
Thomburg Strategic Income — None — Sold
Bond Fund of America — Int/Div — Buy
Capital Income Builder — Int/Div — Buy
Credit Suisse Floating Rate — Int/Div — Buy
Growth Fund of America — Int/Div — Buy
Goldman Sachs Small Cap Growth — Int/Div — Buy
Inter. Bond Fund of America — Int/Div — Buy
Investment Co. of America — Int/Div — Buy
Smallcap World — Int/Div — Buy
Washington Mutual Investors — Int/Div — Buy
His. Rev. Trust (H)
First Trust Capital Strength Buy Write — None — Sold
First Trust Euro Deep Value Div — None — Sold
First Trust Deep Value Div — None — Sold
First Trust Capital Strength Buy Write — None — Sold
First Trust Smid High Dividend — None — Sold
First Trust Covered Call — None — Sold
Invesco REIT Income — None — Sold
Invesco Div. Sustam — None — Sold
Invesco Mid Cap. Core — None — Sold
Invesco Small Cap. Core — None — Sold
Principal Global Div. Income — None — Sold
Thomburg Inv. Income — None — Sold
Thomburg Str. Income — None — Sold
Bond Fund of America — Int/Div — Buy
Capital Income Builder — Int/Div — Buy
Credit Suisse Floating Rate — Int/Div — Buy
Growth Fund of America — Int/Div — Buy
Goldman Sachs Small Cap. Growth — Int/Div — Buy
Inter. Bond Fund of America — Int/Div — Buy
Investment Co. of Amenca — Int/Div — Buy
Small Cap. World — Int/Div — Buy
Washington Mutual — Int/Div — Buy
His FLP(H)
First Trust Cap. Str. Buy Write — None — Sold
First Trust Euro Deep Value Div — None — Sold
First Trust Deep Value Div — None — Sold
First Trust Smid High Div — None — Sold
First Trust Covered Call — None — Sold
First Trust Cap. Strength — None — Sold
First Trust Bem Global Div. Kings — None — Sold
First Trust Mum and Div. Growers — None — Sold
Guggenheim MLP & Energy — None — Sold
Invesco Div. Growth Buy Write — None — Sold
Invesco REIT — None — Sold
Invesco Div. Sustam — None — Sold
Invesco Mid Cap. Core — None — Sold
Invesco Small Cap. Core — None — Sold
Invesco Enh. Sect. Strat — None — Sold
Eaton Vance Short Duration Str. Income — None — Sold
Principal Global Diversified Income — None — Sold
PIMCO Income — None — Sold
PIMCO High Yield Mun. Bond — None — Sold
Thomburg Investment Income — None — Sold
Thomburg Strategic Income — None — Sold
Bond Fund of America — Int/Div — Buy
Capital Income Builder — Int/Div — Buy
Credit Suisse Floating Rate — Int/Div — Buy
Growth Fund of America — Int/Div — Buy
Goldman Sachs Small Cap Growth — Int/Div — Buy
Inter. Bond Fund of America — Int/Div — Buy
Investment Co. of America — Int/Div — Buy
Small Cap. World — Int/Div — Buy
Washmgton Mutual — Int/Div — Buy
Her IRA (H)
Franklin Income — Int/Div
Templeton Global Balanced — Int/Div
Her Rev. Trust (H)
First Trust Euro Deep Value Div — None — Sold
First Trust Deep Value Div — None — Sold
First Trust Cap. Strength Buy Write — None — Sold
Invesco Small Cap. Core — None — Sold
Principal Global Diversified Income — None — Sold
PIMCO High Yield Municipal Bond — None — Sold
Thomburg Investment Income — None — Sold
Thomburg Strategic Income — None — Sold
Bond Fund of America — Int/Div — Buy
Capital Income Builder — Int/Div — Buy
Credit Swsse Floating Rate — Int/Div — Buy
Growth Fund of America — Int/Div — Buy
Goldman Sachs Small Cap. Growth — Int/Div — Buy
Inter. Bond of America — Int/Div — Buy
Investment Co. of Amenca — Int/Div — Buy
Small Cap. World — Int/Div — Buy
Washington Mutual — Int/Div — Buy
Her VOYA VA (H)
Invesco Equity and Income — None
Her VOYA VA IL (H)
Invesco Equity and Income — None
His VOYA VA (H)
Invesco Equity & Income — None
Her Prudential VA (H)
Lord Abbett Core Fixed Income — None
Wellington Hedged Equity — None
Advanced Strategies Portfolio — None
Western Core Plus Bond — None
His Prudential VA (H)
Lord Abbett Core Fixed — None
Wellington Hedged Equity — None
Advanced Strategies Portfolio — None
Western Core Plus Bond — None
Shares of Community Bancshares of MS, Ine. — Int/Div
Land in Scott County, MS — None
Phoenix Life (Whole Life) — None
Community Bancshares of MS accounts — Int/Div
General Parmer, Tom S. Lee Family Limited Partnership
Agreement — 12:7 — State Employee Pension Fund: pension upon retirement age 65
Spouse's income — 2017 — Advisory Board of Community Bancshares of MS, Inc

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7801. Public record. Not legal advice.