Michael Charles: statement of financial affairs

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

Income 1

Source	For	Whose	Amount
Upper Left Strategies Seattle, WA	PUBLIC AFFAIRS CONSULTANT	Filer	$200,000–$499,999

Held at / in	What	Whose	Value
Boeing Employee Credit Union	Checking	Filer, Spouse	$0–$29,999
	Savings		$0–$29,999
Umpqua	Checking	Filer	$0–$29,999
Robinhood Markets Inc	Stocks	Filer	$0–$29,999 income $0–$29,999
Fundrise	Stocks	Filer	$0–$29,999
American Funds	529	Filer	$0–$29,999
	529		$0–$29,999
Fidelity	Stocks	Spouse	$0–$29,999 income $0–$29,999
Fidelity	Retirement	Spouse	$0–$29,999 income $0–$29,999
Personal	Invesco QQQ QQQ	Filer	$0–$29,999
	Boeing BA		$0–$29,999
	Dow DOW		$0–$29,999 income $0–$29,999
	Vanguard S&P 500 ETF VOO		$0–$29,999 income $0–$29,999
	Meta Platforms META		$0–$29,999 income $0–$29,999
	Microsoft MSFT		$0–$29,999 income $0–$29,999
	Apple AAPL		$0–$29,999 income $0–$29,999
	Palantir Technologies PLTR		$0–$29,999 income $0–$29,999
	Alibaba BABA		$0–$29,999
	Fisker Inc FSRNQ		$0–$29,999
	ChargePoint CHPT		$0–$29,999
	Stem STEM		$0–$29,999
	smartsheet SMAR		$0–$29,999
	Energy Transfer ET		$0–$29,999
	F5 FFIV		$0–$29,999
	Alphabet Class A GOOGLE		$0–$29,999
	Nvidia NVDA		$0–$29,999 income $0–$29,999
	Amazon AMZN		$0–$29,999 income $0–$29,999
	Schwab US Dividend Equity ETF SCHD		$0–$29,999

Business	Role	Whose
CD Strategic, Inc. Public Affairs Firm	owner	Filer
Scouting America- Chief Seattle Council Non Profit Organization	Board Member	Filer

Where	Whose	Assessed value	Mortgages and liens
Seattle	Filer	$750,000–$999,999	Flagstar Bank Homeloan Center ($500,000–$749,999)

Street addresses are on the PDC's copy; we show the city only.

Owed to	Whose	Owed now	Terms
Boeing Employees Credit Union	Filer, Spouse	$30,000–$59,999	1.7%
Federal Student Aid	Spouse	$60,000–$99,999	Monthly
Umpqua Bank	Filer, Spouse	$0–$29,999	Monthly

Values are the F-1's brackets (exact for gifts). Includes a spouse's or domestic partner's interests.