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Maggie Lo

Washington financial-affairs disclosure

← Washington filings

Filed May 16, 2025 · Period May 5, 2024 – May 4, 2025

Reported accounts & holdings

Amounts are reported ranges. Records may include a spouse or dependent and do not establish current ownership. Other financial schedules remain in the original filing.

Account / assetCategoryReported ownerValue rangeIncome range
SavingsChasebank accountfiler, spouse$0 – $29,999$0 – $29,999
CheckingChasebank accountfiler, spouse$0 – $29,999Not reported
Cash PlusVanguardbank accountfiler, spouse$30,000 – $59,999$0 – $29,999
Stocks, ETF, mutual fundsVanguardinvestmentfiler$200,000 – $499,999$0 – $29,999
bondsDepartment of Treasuryinvestmentfiler, spouse$60,000 – $99,999$0 – $29,999
Health savings accountHealthEquityinvestmentfiler$60,000 – $99,999Not reported
StocksChaseinvestmentspouse, filer$60,000 – $99,999$0 – $29,999
International Business Machines · IBMRetirementstocksspouse$0 – $29,999Not reported
VANGUARD DIVIDEND APPRECIATION ETF · VIGRetirementstocksspouse$30,000 – $59,999Not reported
VANGUARD 500 INDEX · VFIAXRetirementstocksspouse$30,000 – $59,999Not reported
VANGUARD REAL ESTATE INDEX · VGSLXRetirementstocksspouse$0 – $29,999Not reported
VANGUARD FINANCIALS ETF · VFHRetirementstocksspouse$0 – $29,999Not reported
Stocks, mutual fundsVanguardinvestmentspouse$100,000 – $199,999Not reported
CVS · CVSPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
Berkshire hathaway · BRKBPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
JPM PREMIUM DEPOSIT · JPMPDPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
VIRTUS REAVES UTILITIES ETF · UTESPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
Goldman Sachs · GSRetirementstocksfiler$60,000 – $99,999$0 – $29,999
VANGUARD HEALTHCARE INVESTOR · VGHCXRetirementstocksfiler$30,000 – $59,999$0 – $29,999
VANGUARD S&P 500 ETF · VOORetirementstocksfiler$30,000 – $59,999$0 – $29,999
Graham Holdings · GHCRetirementstocksfiler$0 – $29,999$0 – $29,999
Vanguard Dividend Apprec Index · VDADXRetirementstocksfiler$30,000 – $59,999$0 – $29,999
Vanguard 500 Index · VFIAXRetirementstocksfiler$30,000 – $59,999$0 – $29,999
Vanguard Balanced Index · VBIAXRetirementstocksfiler$30,000 – $59,999$0 – $29,999
Vanguard Total Stock Market Index · VTSAXRetirementstocksfiler$30,000 – $59,999$0 – $29,999
ALPHABET · GOOGLRetirementstocksfiler$30,000 – $59,999$0 – $29,999
VANGUARD SMALL CAP GROWTH · VSGAXRetirementstocksfiler$0 – $29,999$0 – $29,999
Pensions value planFidelity Investmentsinvestmentfiler$200,000 – $499,999Not reported
StocksCharles Schwabinvestmentfiler, spouse$0 – $29,999$0 – $29,999
RetirementFidelity Investmentsinvestmentfiler$1,000,000 or moreNot reported

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