“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: annual report CY2025 · trades through 2026-07-01 · later PTRs: 1 2
Estimated total: $3.1M–$7M across 25 positions.
Based on the annual report CY2025 and trades reported after it, Rep. Susie Lee holds an estimated 25 positions worth $3.1M–$7M in total. The largest estimated holding is Residential Duplex Rental Property at 1035 and 1036 in Georg ($500K–$1M). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| Residential Duplex Rental Property at 1035 and 1036 in Georg | Real estate | $500K–$1M | High | Report |
| FSIXX Suzanne K Lee Trust ⇒ Fidelity Investments Brokerage 249 ⇒ F | Fund/ETF | $500K–$1M | High | Report |
| EAGG Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG A | Fund/ETF | $300K–$600K | High | Report |
| SUSC Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG A | Fund/ETF | $300K–$600K | High | Report |
| Residential Duplex Rental Property at 1008 and 1010 in Georg | Real estate | $250K–$500K | High | Report |
| Residential Duplex Rental Property at 1011 and 1015 in Georg | Real estate | $250K–$500K | High | Report |
| EUSB Fidelity Investments IRA ⇒ iShares ESG Advanced Universal US | Fund/ETF | $200K–$500K | High | Report |
| FLL Fidelity Investments IRA ⇒ Full House Resorts, Inc. - Common | Stock | $205K–$497K | Medium | Report |
| USXF Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG A | Fund/ETF | $115K–$300K | High | Report |
| DSI Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG M | Fund/ETF | $115K–$300K | High | Report |
| LCTU Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares U.S. | Fund/ETF | $115K–$300K | High | Report |
| SUSB Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG A | Fund/ETF | $65K–$150K | High | Report |
| ESGE Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG A | Fund/ETF | $65K–$150K | High | Report |
| ESGU Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG A | Fund/ETF | $65K–$150K | High | Report |
| FGDL Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Franklin Resp | Fund/ETF | $16K–$65K | High | Report |
| ESGD Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG A | Fund/ETF | $16K–$65K | High | Report |
| LCTD Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares World | Fund/ETF | $16K–$65K | High | Report |
| EVUS Fidelity Investments IRA ⇒ iShares ESG Aware MSCI USA Value | Fund/ETF | $15K–$50K | High | Report |
| Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Cash in Accou | Cash | $15K–$50K | High | Report |
| DMXF Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG A | Fund/ETF | $15K–$50K | High | Report |
| FZFXX Fidelity Investments IRA ⇒ Fidelity Treasury Money Market Fu | Cash | $1K–$15K | High | Report |
| ARLIX Fidelity Investments Roth IRA ⇒ American Century One Choice | Fund/ETF | $1K–$15K | High | Report |
| FZFXX Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Fidelity Trea | Fund/ETF | $1K–$15K | High | Report |
| LQD Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares iBoxx | Fund/ETF | $1K–$15K | High | Report |
| Suzanne K Lee Trust ⇒ Fidelity Investments Brokerage 249 ⇒ C | Other | $1K–$15K | High | Report |
Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.