47 assets, filed Aug 12, 2026 (FD Original).
ARLIX
(ARLIX) [MF] ⇒ · Suzanne K Lee Trust Fidelity Brokerage 402
None
SUSB
(SUSB) [EF] ⇒ · Suzanne K Lee Trust Fidelity Brokerage 402
$15,001 - $50,000
LCTD
Aware Active ETF (LCTD) [EF] ⇒ · Suzanne K Lee Trust Fidelity Brokerage 402
None
CCL
Carnival Corporation Ltd. Common Shares (CCL) [ST] ⇒ · Suzanne K Lee Trust Fidelity Brokerage 402
$15,001 - $50,000
Cash in Account [BA] ⇒
· Suzanne K Lee Trust Fidelity Brokerage 402
None
LCTU
ETF (LCTU) [EF] ⇒ · Suzanne K Lee Trust Fidelity Brokerage 402
$15,001 - $50,000
FAGIX
Fidelity Capital and Income Fund · Mutual fund · Fidelity Investments IRA
$1,001 - $15,000
FSIXX
Fidelity Institutional Money Market Funds: Treasury Only Pt Cl I · Mutual fund · Suzanne K Lee Trust Fidelity Investments Brokerage
None
FMAGX
Fidelity Magellan (FMAGX) [MF] ⇒ · Suzanne K Lee Trust Fidelity Brokerage 402
$1,001 - $15,000
FZFXX
Fidelity Treasury Money Market Fund · Bank/brokerage account · Fidelity Investments IRA
$1,001 - $15,000
FZFXX
Fidelity Treasury Money Market Fund · Mutual fund · Suzanne K Lee Trust Fidelity Investments Brokerage
None
FZFXX
Fidelity Treasury Money Market Fund (FZFXX) [MF] ⇒ · Suzanne K Lee Trust Fidelity Brokerage 402
$15,001 - $50,000
FGDL
Franklin Responsibly Sourced Gold ETF (FGDL) [EF] ⇒ · Suzanne K Lee Trust Fidelity Brokerage 402
None
FLL
Full House Resorts, Inc. - Common Stock · Stock (public)
$500,000
FLL
Full House Resorts, Inc. - Common Stock · Stock (public) · Suzanne K Lee Trust Fidelity Investments Brokerage
None
Georgetown, TX
Real property
$500,000
Georgetown, TX
Real property
$500,000
Georgetown, TX
Real property
$1,000,000
GDEN
Golden Entertainment, Inc. - Common Stock (GDEN) [ST] ⇒ · Suzanne K Lee Trust Fidelity Brokerage 402
None
VAC
Marriott Vacations Worldwide Corporation Common Stock (VAC) [ST] ⇒ · Suzanne K Lee Trust Fidelity Brokerage 402
None
SONY
Sony Group Corporation American Depositary Shares (SONY) [ST] ⇒ · Suzanne K Lee Trust Fidelity Brokerage 402
None
IVV
iShares Core S&P 500 ETF · Exchange-traded fund · Fidelity Investments IRA
None
DMXF
iShares ESG Advanced MSCI EAFE ETF · Exchange-traded fund · Fidelity Investments IRA
$15,001 - $50,000
USXF
iShares ESG Advanced MSCI USA ETF · Exchange-traded fund
$250,000
iShares ESG Advanced Universal USD Bond ETF (EUSB)
$250,000
iShares ESG Advanced Universal USD Bond ETF (EUSB)
$250,000
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF · Exchange-traded fund · Fidelity Investments IRA
$1,001 - $15,000
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$100,000
ESGD
iShares ESG Aware MSCI EAFE ETF · Exchange-traded fund · Fidelity Investments IRA
$15,001 - $50,000
ESGE
iShares ESG Aware MSCI EM ETF · Exchange-traded fund · Fidelity Investments IRA
$15,001 - $50,000
ESGE
iShares ESG Aware MSCI EM ETF · Exchange-traded fund
$100,000
ESGU
iShares ESG Aware MSCI USA ETF · Exchange-traded fund · Fidelity Investments IRA
$15,001 - $50,000
ESGU
iShares ESG Aware MSCI USA ETF · Exchange-traded fund
$100,000
iShares ESG Aware U.S. Aggregate Bond ETF (EAGG)
$100,000
iShares ESG Aware U.S. Aggregate Bond ETF (EAGG)
$500,000
iShares ESG Aware USD Corporate Bond ETF (SUSC)
$100,000
iShares ESG Aware USD Corporate Bond ETF (SUSC)
$500,000
DSI
iShares ESG MSCI KLD 400 ETF · Exchange-traded fund
$250,000
iShares U.S. Carbon Transition Readiness Aware Active
$250,000
LCTU
iShares U.S. Carbon Transition Readiness Aware Active ETF · Exchange-traded fund · Fidelity Investments IRA
$1,001 - $15,000
LCTD
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF · Exchange-traded fund · Fidelity Investments Roth IRA
$1,001 - $15,000
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) [EF] ⇒ · Suzanne K Lee Trust Fidelity Brokerage 402
None
⇒
· Suzanne K Lee Trust Fidelity Brokerage 402
None
⇒
· Suzanne K Lee Trust Fidelity Brokerage 402
$15,001 - $50,000
⇒
· Suzanne K Lee Trust Fidelity Brokerage 402
$1,001 - $15,000
⇒
· Suzanne K Lee Trust Fidelity Brokerage 402
None
⇒
· Suzanne K Lee Trust Fidelity Brokerage 402
None