Susan K. Lee

What was filed

33
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income

Named parties

Self-employed Lawyer

As filed

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

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

Profit Sharing Plan: FID Freedom K 2025 — Int/Div — Buy

Profit Sharing Plan: FID Freedom K 2025 — Buy (add'l)

Profit Sharing Plan: FID Freedom K 2025 — Sold (part)

Profit Sharing Plan: FID Freedom K 2025 — Buy (add'l)

Fidelity Gov't Cash Reserves - cash equivalent — Interest — Buy

Fidelity Gov't Cash Reserves - cash equivalent — Buy (add'l)

ISHARES TIPS BOND ETF — None — Sold

Thomburg Investment Income Builder CLA — None — Buy

Thomburg Investment Income Builder CLA — Sold

Fidelity - cash equivalent — Interest

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

Miller & Martin Partmership Interest — Interest

Spartan S00 Index — Int/Div — Buy

Thomburg Investment Income Builder CLA (XxX) — Int/Div — Buy

Thomburg Investment Income Builder CLA (XxX) — Sold (part)

SunTrust Accounts - Cash Equivalents — Interest

American Express Bank - Cash Equivalent (xX) — Interest

Capital One Account - Cash Equivalent (X) — Interest

Spouse's income — 2015 — Self-employed Lawyer

Part VII, line 26 was not reportable in prior year comes from inheritance

Part VII, line 32 is a new account so not reportable in prior year

In addition, an American General Life Services annuity cash survivor benefit was received in 2015.

Part VII, line 33 is & new account so not reportable in prior year, Report is being amended to include this account inadvertently omitted from original report.