Maggie Lo › F-1
Maggie Lo: statement of financial affairs
Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)
- Period
- 2024-05-05 – 2025-05-04
- Filed
- 2025-05-16
- Office
- Candidate for City Council Member, City of Newcastle
- Original
- the statement on the PDC's site
Income 3
| Source | For | Whose | Amount |
|---|---|---|---|
| The Boeing Company Everett, WA | ANALYST | Filer | $100,000–$199,999 |
| Rental income Seattle, WA | Passive | Filer, Spouse | $30,000–$59,999 |
| Rental Income | Passive | Filer, Spouse | $30,000–$59,999 |
Accounts and investments 14
| Held at / in | What | Whose | Value |
|---|---|---|---|
| Chase | Savings | Filer, Spouse | $0–$29,999 income $0–$29,999 |
| Checking | $0–$29,999 | ||
| Vanguard | Cash Plus | Filer, Spouse | $30,000–$59,999 income $0–$29,999 |
| Vanguard | Stocks, ETF, mutual funds | Filer | $200,000–$499,999 income $0–$29,999 |
| Department of Treasury | bonds | Filer, Spouse | $60,000–$99,999 income $0–$29,999 |
| HealthEquity | Health savings account | Filer | $60,000–$99,999 |
| Chase | Stocks | Filer, Spouse | $60,000–$99,999 income $0–$29,999 |
| Retirement | International Business Machines IBM | Spouse | $0–$29,999 |
| VANGUARD DIVIDEND APPRECIATION ETF VIG | $30,000–$59,999 | ||
| VANGUARD 500 INDEX VFIAX | $30,000–$59,999 | ||
| VANGUARD REAL ESTATE INDEX VGSLX | $0–$29,999 | ||
| VANGUARD FINANCIALS ETF VFH | $0–$29,999 | ||
| Vanguard | Stocks, mutual funds | Spouse | $100,000–$199,999 |
| Personal | CVS CVS | Filer, Spouse | $0–$29,999 income $0–$29,999 |
| Berkshire hathaway BRKB | $0–$29,999 income $0–$29,999 | ||
| JPM PREMIUM DEPOSIT JPMPD | $0–$29,999 income $0–$29,999 | ||
| VIRTUS REAVES UTILITIES ETF UTES | $0–$29,999 income $0–$29,999 | ||
| Retirement | Goldman Sachs GS | Filer | $60,000–$99,999 income $0–$29,999 |
| VANGUARD HEALTHCARE INVESTOR VGHCX | $30,000–$59,999 income $0–$29,999 | ||
| VANGUARD S&P 500 ETF VOO | $30,000–$59,999 income $0–$29,999 | ||
| Retirement | Graham Holdings GHC | Filer | $0–$29,999 income $0–$29,999 |
| Vanguard Dividend Apprec Index VDADX | $30,000–$59,999 income $0–$29,999 | ||
| Vanguard 500 Index VFIAX | $30,000–$59,999 income $0–$29,999 | ||
| Vanguard Balanced Index VBIAX | $30,000–$59,999 income $0–$29,999 | ||
| Vanguard Total Stock Market Index VTSAX | $30,000–$59,999 income $0–$29,999 | ||
| ALPHABET GOOGL | $30,000–$59,999 income $0–$29,999 | ||
| VANGUARD SMALL CAP GROWTH VSGAX | $0–$29,999 income $0–$29,999 | ||
| Fidelity Investments | Pensions value plan | Filer | $200,000–$499,999 |
| Charles Schwab | Stocks | Filer, Spouse | $0–$29,999 income $0–$29,999 |
| Fidelity Investments | Retirement | Filer | $1,000,000 or more |
Businesses 1
| Business | Role | Whose |
|---|---|---|
| Project 2152C, LLC Condo lease | owner | Filer, Spouse |
Real estate 1
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| WA | Filer, Spouse | $1,000,000 or more | PHH Mortgage ($200,000–$499,999) |
Street addresses are on the PDC's copy; we show the city only.
Values are the F-1's brackets (exact for gifts). Includes a spouse's or domestic partner's interests.