House · Democrat · CA-18 · in the House since 1995 · Latest annual report · lofgren.house.gov
From the annual report filed Aug 10, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Residential Rental Property [RP] | $1M – $5M | Joint |
| TCW Transform 500 ETF (VOTE) [EF] | $250K – $500K | Spouse |
| PIMCO Income Fund Insti Class (PIMIX) [MF] | $250K – $500K | Spouse |
| TCW Transform 500 ETF (VOTE) [EF] | $250K – $500K | Joint |
| PIMCO Income Fund Insti Class (PIMIX) [MF] | $250K – $500K | Joint |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Dec 11, 2025 | Not linked to a company Lynwood Unified School District GO Bonds | Sale · Government bond | $100K – $250K | Joint | Filing |
| Dec 11, 2025 | Not linked to a company California State Public Works Board Lease Revenue Bonds, Ser. D | Sale · Government bond | $1K – $15K | Joint | Filing |
| May 26, 2023 | Westpac Banking Corp | Sale · Corporate bond | $1K – $15K | Spouse | Filing |
| May 26, 2023 | Wells Fargo & Co | Sale · Corporate bond | $1K – $15K | Spouse | Filing |
| May 26, 2023 | Walgreens Boots Alliance, Inc. | Sale · Corporate bond | $1K – $15K | Spouse | Filing |
| May 26, 2023 | Verizon Communications Inc | Sale · Corporate bond | $1K – $15K | Spouse | Filing |
| May 26, 2023 | UnitedHealth Group Inc | Sale · Corporate bond | $1K – $15K | Spouse | Filing |
| May 26, 2023 | Union Pacific Corp | Sale · Corporate bond | $15K – $50K | Spouse | Filing |
| May 26, 2023 | US Bancorp | Sale · Corporate bond | $1K – $15K | Spouse | Filing |
| May 26, 2023 | Pfizer Inc | Sale · Corporate bond | $1K – $15K | Spouse | Filing |
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Dec 12, 2025 | Vanguard FTSE All-Wld ex-US SmCp Idx ETF (VSS) | Sale · ETF | $1K – $15K | Joint | 2025 Annual Report filed Aug 10, 2026 |
| Dec 12, 2025 | TCW Transform 500 ETF (VOTE) | Buy · ETF | $100K – $250K | Joint | 2025 Annual Report filed Aug 10, 2026 |
| Dec 12, 2025 | State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) | Sale · ETF | $1K – $15K | Joint | 2025 Annual Report filed Aug 10, 2026 |
| Dec 12, 2025 | ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) | Sale · ETF | $1K – $15K | Joint | 2025 Annual Report filed Aug 10, 2026 |
| Dec 12, 2025 | iShares Global REIT ETF (REET) | Sale · ETF | $1K – $15K | Joint | 2025 Annual Report filed Aug 10, 2026 |
From Zoe Lofgren's filings with the House Clerk. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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