Dark
Light
System
Institutional Investment Manager
Lehman Financial Resources, Inc.
Lehman Financial Resources, Inc. (CIK: 0001589661) incorporated in Pennsylvania, located at 1215 W. Baltimore Pike, Suite 8, Media, PA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 60 holdings with a total value of $175,487,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 PRAXAIR INC 2,100 246,000 0.14%
52 ALTRIA GROUP INC 3,375 228,000 0.13%
53 ENBRIDGE ENERGY PARTNERS L P 8,500 216,000 0.12%
54 ROYAL DUTCH SHELL PLC 3,700 214,000 0.12%
55 DISNEY WALT CO 2,055 214,000 0.12%
56 AQUA AMERICA INC 7,020 210,000 0.12%
57 UNION PAC CORP 1,960 203,000 0.12%
58 INVESCO QUALITY MUN INCOME T 12,504 155,000 0.09%
59 ISHARES GOLD TRUST 10,900 120,000 0.07%
60 SIRIUS XM HOLDINGS INC 16,145 71,000 0.04%
Page 2 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-17-000097, filed 2017.02.06).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.