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Pratima Lakhotia
CITY COUNCIL MEMBER · CITY OF NEWCASTLE
← Washington filingsFiled Mar 27, 2024 · Period Jan 1, 2023 – Dec 31, 2023
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| CheckingCitibank | bank account | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| SavingsCitibank | bank account | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| CheckingChase | bank account | spouse | $0 – $29,999 | Not reported |
| SavingsChase | bank account | spouse | $0 – $29,999 | $0 – $29,999 |
| Stocks and Bonds - RetirementFidelity | investment | filer | $750,000 – $999,999 | Not reported |
| Stocks and Bonds - Healthcare Savings AccountFidelity | investment | filer | $0 – $29,999 | Not reported |
| Stocks and Bonds - TaxableFidelity | investment | filer | $100,000 – $199,999 | $0 – $29,999 |
| Stocks and Bonds - RetirementFidelity | investment | spouse | $1,000,000 or more | Not reported |
| Stocks and Bond - Deferred CompFidelity | investment | spouse | $200,000 – $499,999 | Not reported |
| Stocks and Bonds - TaxableFidelity | investment | spouse | $200,000 – $499,999 | $0 – $29,999 |
| Stocks and Bond - Retirement PVanguard | investment | filer, spouse, dependent | $100,000 – $199,999 | Not reported |
| Stocks and Bond - Brokerage PVanguard | investment | filer, spouse, dependent | $100,000 – $199,999 | $0 – $29,999 |
| Stocks and Bonds - Retirement SVanguard | investment | filer, spouse, dependent | $100,000 – $199,999 | Not reported |
| Stocks and Bonds - Brokerage SVanguard | investment | filer, spouse, dependent | $1,000,000 or more | $30,000 – $59,999 |
| Stocks and Bonds - Retirement SaVanguard | investment | filer, spouse, dependent | $0 – $29,999 | Not reported |
| Stocks an d BondWealthfront | investment | spouse | $1,000,000 or more | $60,000 – $99,999 |
| Stocks and BondUtah 529 College Plan | investment | filer | $200,000 – $499,999 | Not reported |
| Stocks and BondOptum Bank | investment | spouse | $30,000 – $59,999 | Not reported |
| APPLE · AAPLPersonal | stocks | spouse, filer | $0 – $29,999 | $0 – $29,999 |
| ABBVIE · ABBVPersonal | stocks | spouse, filer | $30,000 – $59,999 | $0 – $29,999 |
| ABBOTT LAB · ABTPersonal | stocks | spouse, filer | $0 – $29,999 | $0 – $29,999 |
| BERKSHIRE HATHAWAY · BRK.BPersonal | stocks | spouse, filer | $30,000 – $59,999 | $0 – $29,999 |
| COHERENT · COHRPersonal | stocks | spouse, filer | $0 – $29,999 | $0 – $29,999 |
| COSTCO · COSTPersonal | stocks | spouse, filer | $30,000 – $59,999 | $0 – $29,999 |
| ALPHABET · GOOGPersonal | stocks | spouse, filer | $0 – $29,999 | $0 – $29,999 |
| MCDONALD · MCDPersonal | stocks | spouse, filer | $30,000 – $59,999 | $0 – $29,999 |
| MICROSOFT · MSFTPersonal | stocks | spouse, filer | $100,000 – $199,999 | $0 – $29,999 |
| T-MOBILE · TMUSPersonal | stocks | spouse, filer | $100,000 – $199,999 | $0 – $29,999 |
| VMWARE · VMWPersonal | stocks | spouse, filer | $0 – $29,999 | $0 – $29,999 |
| WALMART · WMTPersonal | stocks | spouse, filer | $0 – $29,999 | $0 – $29,999 |
| CHECKINGBECU | bank account | filer, spouse, dependent | $0 – $29,999 | Not reported |
| SAVINGSBECU | bank account | filer, spouse, dependent | $60,000 – $99,999 | $0 – $29,999 |
| CERTIFICATE OF DEPOSITBECU | bank account | filer, spouse, dependent | $100,000 – $199,999 | $0 – $29,999 |
| Mutual FundBruce Fund | investment | spouse | $0 – $29,999 | $0 – $29,999 |