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SenateAnnual Report

Michael S Lee

View Profile

UT

Filed August 12, 2025

View Original Document

Transactions

0

Assets

6

Liabilities

1

Details

Report Title: Annual Report for Calendar 2024
Submission Method: Electronic

Assets

6 assets

FFTHX

Mutual Funds

JointIncome: Dividends($0 - $200)

Value

$100,001 - $250,000

Long Horizon Fund

Liabilities

1 liability

U.S. Bank

Mortgage

Joint6.625% (30 years)

Amount

$500,001 - $1,000,000

SenateAnnual Report

Michael S Lee

View Profile

UT

Filed August 12, 2025

View Original Document

Transactions

0

Assets

6

Liabilities

1

Details

Report Title: Annual Report for Calendar 2024
Submission Method: Electronic

Assets

6 assets

FFTHX

Mutual Funds

JointIncome: Dividends($0 - $200)

Value

$100,001 - $250,000

Long Horizon Fund

Liabilities

1 liability

U.S. Bank

Mortgage

Joint6.625% (30 years)

Amount

$500,001 - $1,000,000

Mutual Funds

JointIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

Rollover IRA Fidelity Management

IRA

Joint

Value

Not disclosed

Utah Community Credit Union (Orem, UT) - Checking, Money Market Account, Savings

Bank Accounts, Money Market Accounts and CDs

JointIncome: None($0 - $200)

Value

$1,001 - $15,000

Utah Community Credit Union (Provo, UT) - Checking

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: None($0 - $200)

Value

$100,001 - $250,000

Utah Retirement System (401(k), 403(b), or other Defined Contribution Plan)

401K and Other Non-Federal Retirement Accounts

Joint

Value

Not disclosed