Will Chen: statement of financial affairs

Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)

Period: 2025-01-01 – 2026-01-06
Filed: 2026-02-04
Office: City Council Member, City of Edmonds
Original: the statement on the PDC's site

Income 5

Source	For	Whose	Amount
Will Chen CPA PLLC edmonds, WA	CPA	Filer	$30,000–$59,999
Shoreline School District No 412 Shoreline, WA	Teacher	Spouse	$100,000–$199,999
Washington Alliance for Better Schools Shoreline, WA	Science Specialist	Spouse	$30,000–$59,999
City of Edmonds Edmonds, WA	COUNCIL MEMBER	Filer	$30,000–$59,999
Global Credit Union Anchorage, AL	Interest Income	Filer	$0–$29,999

Accounts and investments 10

Held at / in	What	Whose	Value
Key Bank	Checking	Filer, Spouse	$100,000–$199,999 income $0–$29,999
	Saving		$0–$29,999 income $0–$29,999
Wells Fargo Bank	Saving	Filer, Spouse	$100,000–$199,999 income $0–$29,999
Banner Bank	Checking	Filer	$100,000–$199,999 income $0–$29,999
	Saving		$0–$29,999 income $0–$29,999
1st Security Bank of Washington	checking	Filer	$100,000–$199,999 income $0–$29,999
	Checking		$0–$29,999 income $0–$29,999
	checking		$100,000–$199,999 income $0–$29,999
BECU	checking	Dependent	$0–$29,999 income $0–$29,999
Global Credit Union	Checking	Filer	$100,000–$199,999 income $0–$29,999
	Savings		$0–$29,999 income $0–$29,999
	CD		$200,000–$499,999 income $0–$29,999
	Checking at 1st Security Bank		$200,000–$499,999 income $0–$29,999
	Savings at 1st Security Bank		$200,000–$499,999 income $0–$29,999
Edward Jones	Securities	Filer, Spouse	$200,000–$499,999
Charles Schwab	Securities	Spouse	$500,000–$749,999
Dream Ahead College Plan	Fidelity Total Market Index Fund FSKAX	Dependent, Spouse	$0–$29,999
	Schwab Total Stock Market Index SWTSX		$0–$29,999
	Fidelity® International Index Fund FSPSX		$0–$29,999
	Fidelity® Emerging Markets Index Fund FPADX		$0–$29,999
	Fidelity® U.S. Bond Index Fund FXNAX		$0–$29,999
	Vanguard Total Bond Market Index Fund Institutional Plus Shares VBMPX		$0–$29,999
	Vanguard Long-Term Treasury Index Fund Institutional Shares VLGIX		$0–$29,999
	Schwab® Treasury Inflation Protected Securities Index Fund SWRSX		$0–$29,999
	Vanguard Emerging Markets Government Bond Index Fund Institutional Shares VGIVX		$0–$29,999
	JPMorgan U.S. Government Money Market Fund Capital Class OGVXX		$0–$29,999
IRA	Alaska Air ALK	Filer	$60,000–$99,999
	Kimberly Clark KMB		$60,000–$99,999
	Amazon AMZN		$100,000–$199,999
	Investco QQQ		$60,000–$99,999
	Starbucks SBUX		$60,000–$99,999
	Costco COST		$0–$29,999
	Merck MRK		$0–$29,999
	Boeing BA		$60,000–$99,999
	Vanguard BIV		$0–$29,999
	Vanguard Total BNDX		$0–$29,999
	iShares Russell IWV		$0–$29,999
	Vanguard Value VTV		$0–$29,999
	American Funds Bond ABNDX		$0–$29,999
	American Funds Euro AEPGX		$0–$29,999
	American Fund AHITX		$0–$29,999
	American Funds AIBAX		$0–$29,999
	American Funds AMCPX		$0–$29,999
	American Funds ANCFX		$0–$29,999
	American Funds AWSHX		$0–$29,999
	American Funds CWBFX		$0–$29,999
	American Funds CWGIX		$0–$29,999
	American Funds IGAAX		$0–$29,999
	American Funds Smallcap SMCWX		$0–$29,999

Businesses 3

Business	Role	Whose
Will Chen CPA PLLC Tax and Accounting firm	owner	Filer
Westgate Investments LLC Real Estate Holding	owner	Filer
Asian Service Center Non profit 501C(3) organization serving new immigrants with information services.	Co-founder and Vice Chair	Filer

Real estate 2

Where	Whose	Assessed value	Mortgages and liens
Edmonds, WA	Filer, Spouse	$750,000–$999,999	—
edmonds, WA	Filer	$750,000–$999,999	—

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.