Congress
Susie Lee
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
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Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| Residential Duplex Rental Property at 1035 and 1036 in Georgetown, TX [RP] C: Asset received from divorce and division of assets. | $500K – $1M |
| Suzanne K Lee Trust ⇒ Fidelity Investments Brokerage 249 ⇒ Fidelity Institutional Money Market Funds: Treasury Only Pt Cl I (FSIXX) [MF] | $500K – $1M |
| Residential Duplex Rental Property at 1008 and 1010 in Georgetown, TX [RP] C: Asset received from divorce and division of assets. | $250K – $500K |
| Residential Duplex Rental Property at 1011 and 1015 in Georgetown, TX [RP] C: Asset received from divorce and division of assets. | $250K – $500K |
| Fidelity Investments IRA ⇒ Full House Resorts, Inc. - Common Stock (FLL) [ST] C: Asset transferred from former spouse's individual account as part of divorce settlement. | $250K – $500K |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG Aware U.S. Aggregate Bond ETF (EAGG) [EF] | $250K – $500K |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG Aware USD Corporate Bond ETF (SUSC) [EF] | $250K – $500K |
| Fidelity Investments IRA ⇒ iShares ESG Advanced Universal USD Bond ETF (EUSB) [EF] | $100K – $250K |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG Advanced MSCI USA ETF (USXF) [EF] | $100K – $250K |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG MSCI KLD 400 ETF (DSI) [EF] | $100K – $250K |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) [EF] | $100K – $250K |
| Fidelity Investments IRA ⇒ iShares ESG Aware U.S. Aggregate Bond ETF (EAGG) [EF] | $50K – $100K |
| Fidelity Investments IRA ⇒ iShares ESG Aware USD Corporate Bond ETF (SUSC) [EF] | $50K – $100K |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) [EF] | $50K – $100K |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG Aware MSCI EM ETF (ESGE) [EF] | $50K – $100K |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG Aware MSCI USA ETF (ESGU) [EF] | $50K – $100K |
| Fidelity Investments IRA ⇒ iShares ESG Advanced MSCI USA ETF (USXF) [EF] | $15K – $50K |
| Fidelity Investments IRA ⇒ iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) [EF] | $15K – $50K |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) [EF] | $15K – $50K |
| Fidelity Investments IRA ⇒ iShares ESG Aware MSCI EM ETF (ESGE) [EF] | $15K – $50K |
| Fidelity Investments IRA ⇒ iShares ESG Aware MSCI USA ETF (ESGU) [EF] | $15K – $50K |
| Fidelity Investments IRA ⇒ iShares ESG Aware MSCI USA Value ETF (EVUS) [EF] | $15K – $50K |
| Fidelity Investments IRA ⇒ iShares ESG MSCI KLD 400 ETF (DSI) [EF] | $15K – $50K |
| Fidelity Investments IRA ⇒ iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) [EF] | $15K – $50K |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Cash in Account [BA] | $15K – $50K |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Franklin Responsibly Sourced Gold ETF (FGDL) [EF] | $15K – $50K |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG Advanced MSCI EAFE ETF (DMXF) [EF] | $15K – $50K |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF] | $15K – $50K |
| Fidelity Investments IRA ⇒ Fidelity Treasury Money Market Fund (FZFXX) [BA] C: Asset transferred from former spouse's individual account as part of divorce settlement. | $1K – $15K |
| Fidelity Investments IRA ⇒ Franklin Responsibly Sourced Gold ETF (FGDL) [EF] | $1K – $15K |
| Suzanne K Lee Trust ⇒ Fidelity Investments Brokerage 249 ⇒ Cash in Account [OT] | $1K – $15K |
| Fidelity Investments IRA ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF] | $1K – $15K |
| Fidelity Investments IRA ⇒ iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) [EF] | $1K – $15K |
| Fidelity Investments Roth IRA ⇒ American Century One Choice 2035 Portfolio - I Class (ARLIX) [MF] | $1K – $15K |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Fidelity Treasury Money Market Fund (FZFXX) [MF] C: Asset transferred from former spouse's individual account as part of divorce settlement. | $1K – $15K |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) [EF] | $1K – $15K |
| Fidelity Investments IRA ⇒ Fidelity Capital and Income Fund (FAGIX) [MF] | Not specified |
| Fidelity Investments IRA ⇒ iShares ESG Advanced MSCI EAFE ETF (DMXF) [EF] | Not specified |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Marriott International - Class A Common Stock (MAR) [ST] | Not specified |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Marriott Vacations Worldwide Corporation Common Stock (VAC) [ST] | Not specified |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST] | Not specified |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Starbucks Corporation - Common Stock (SBUX) [ST] | Not specified |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Tennant Company Common Stock (TNC) [ST] | Not specified |
| Suzanne K Lee Trust ⇒ Fidelity Investments Brokerage 249 ⇒ Fidelity Treasury Money Market Fund (FZFXX) [MF] C: Asset transferred to SKL Trust Fidelity Brokerage 402 in March 2025. | Not specified |
| Suzanne K Lee Trust ⇒ Fidelity Investments Brokerage 249 ⇒ Full House Resorts, Inc. - Common Stock (FLL) [ST] | Not specified |
| Suzanne K Lee Trust ⇒ Fidelity Investments Brokerage 249 ⇒ Starbucks Corporation - Common Stock (SBUX) [ST] C: Asset transferred to SKL Trust Fidelity Brokerage 402 in March 2025. . | Not specified |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Carnival Corporation Ltd. Common Shares (CCL) [ST] | Not specified |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Fidelity Magellan (FMAGX) [MF] | Not specified |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Franklin S&P 500 Index Fund Class A (SBSPX) [MF] | Not specified |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Golden Entertainment, Inc. - Common Stock (GDEN) [ST] | Not specified |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ | Not specified |
| iShares ESG Advanced Universal USD Bond ETF (EUSB) [EF] | Not specified |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares MSCI Japan Index Fund (EWJ) [EF] | Not specified |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares Core S&P 500 ETF (IVV) [EF] | Not specified |
| Fidelity Investments IRA ⇒ iShares Core S&P 500 ETF (IVV) [EF] | Not specified |