Zoe Lofgren — 2025 financial disclosure
Amendment status is not available for House filings. A filing listed here may since have been amended.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
| Report type | Annual |
| Filing year | 2025 |
| Chamber | house |
| California Public Employee Retirement System | Undetermined · None |
| Deskworks Inc. | $100,001 - $250,000 · None |
| First Citizens Bank | $100,001 - $250,000 · None |
| John Marshall Collins PC, 100% Interest | None · None |
| Residential Rental Property | $1,000,001 - $5,000,000 · None |
| California State Public Works Board Lease Revenue Bonds, Ser. D | None · Interest · $201 - $1,000 |
| Cash | $1,001 - $15,000 · None |
| Eventide Gilead Fund Institutional Class (ETILX) | None · Capital Gains · $5,001 - $15,000 |
| Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 · Dividends · $5,001 - $15,000 |
| FlexShares Global Upstream Natural Resources Index Fund ETF (GUNR) | None · Capital Gains, Dividends · $1,001 - $2,500 |
| iShares Core MSCI Emerging Markets ETF (IEMG) | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| iShares Core S&P Small-Cap ETF (IJR) | $15,001 - $50,000 · None |
| iShares MSCI ACWI ex U.S. ETF (ACWX) | $50,001 - $100,000 · Dividends · $1,001 - $2,500 |
| iShares MSCI Intl Quality Factor ETF (IQLT) | None · Capital Gains, Dividends · $5,001 - $15,000 |
| iShares Preferred and Income Securities ETF (PFF) | None · Capital Gains, Dividends · $1,001 - $2,500 |
| iShares Trust iShares Global REIT ETF (REET) | None · Capital Gains, Dividends · $201 - $1,000 |
| Lynwood Unified School District GO Bonds | None · Interest · $5,001 - $15,000 |
| PIMCO Income Fund Insti Class (PIMIX) | $250,001 - $500,000 · Dividends · $201 - $1,000 |
| ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) | None · Capital Gains, Dividends · $1,001 - $2,500 |
| SPDR Nuveen Bloomberg High Yield Municipal Bond ETF (HYMB) | None · Capital Gains, Dividends · $201 - $1,000 |
| TCW Transform 500 ETF (VOTE) | $250,001 - $500,000 · Dividends · $1,001 - $2,500 |
| Vanguard FTSE All-Wld ex-US SmCp Idx ETF (VSS) | None · Capital Gains, Dividends · $1,001 - $2,500 |
| EuroPacific Growth Fund Cl R-6 (RERGX) | $50,001 - $100,000 · Tax-Deferred |
| Fidelity Contrafund K6 (FLCNX) | $100,001 - $250,000 · Tax-Deferred |
| MissionSquare PLUS R13 Fund | $100,001 - $250,000 · Tax-Deferred |
| Vanguard Extended Market Index Fund Insti Plus (VEMPX) | $100,001 - $250,000 · Tax-Deferred |
| Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | $50,001 - $100,000 · Tax-Deferred |
| Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 · Tax-Deferred |
| iShares Core MSCI Emerging Markets ETF (IEMG) | $15,001 - $50,000 · Tax-Deferred |
| iShares Core S&P Small-Cap ETF (IJR) | $15,001 - $50,000 · Tax-Deferred |
| iShares MSCI ACWI ex U.S. ETF (ACWX) | $50,001 - $100,000 · Tax-Deferred |
| PIMCO Income Fund Insti Class (PIMIX) | $250,001 - $500,000 · Tax-Deferred |
| TCW Transform 500 ETF (VOTE) | $250,001 - $500,000 · Tax-Deferred |
| iShares Core S&P Small-Cap ETF (IJR) | $1 - $1,000 · Tax-Deferred |
| iShares MSCI ACWI ex U.S. ETF (ACWX) | $1,001 - $15,000 · Tax-Deferred |
| PIMCO Income Fund Insti Class (PIMIX) | $1,001 - $15,000 · Tax-Deferred |
| TCW Transform 500 ETF (VOTE) | $1,001 - $15,000 · Tax-Deferred |
The complete record
| party | Democrat |
| state | CA |
| office | Representative, CA-18 |
| source | HOUSE_CLERK_FD |
| chamber | house |
| filing id | house-fd-10074949 |
| report url | https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10074949.pdf |
| scraped at | 2026-09-14T10:31:14.917Z |
| asset count | 37 |
| bioguide id | L000397 |
| filing date | 2026-08-10 |
| filing year | 2025 |
| member last | Lofgren |
| member name | Zoe Lofgren |
| report type | Annual |
| member first | Zoe |
| content parsed | true |
| report subtype | Annual Report |
| state district | 18 |
| liability count | 1 |
assets (37)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| — | — | — | California Public Employee Retirement System | DB | 1 | — | None | Undetermined | — | — |
| SP | — | — | Deskworks Inc. | PS | 2 | Software company | None | $100,001 - $250,000 | — | — |
| JT | — | — | First Citizens Bank | BA | 3 | — | None | $100,001 - $250,000 | — | — |
| SP | — | San Jose, CA, US | John Marshall Collins PC, 100% Interest | OL | 4 | Law firm. No transaction; Mr. Collins stopped practicing in 2024. | None | None | — | — |
| JT | — | San Jose, CA, US | Residential Rental Property | RP | 5 | — | None | $1,000,001 - $5,000,000 | — | — |
| JT | — | — | California State Public Works Board Lease Revenue Bonds, Ser. D | GS | 6 | — | Interest | None | $201 - $1,000 | — |
| JT | — | — | Cash | BA | 7 | — | None | $1,001 - $15,000 | — | — |
| JT | — | — | Eventide Gilead Fund Institutional Class (ETILX) | MF | 8 | — | Capital Gains | None | $5,001 - $15,000 | — |
| JT | — | — | Fidelity Government Cash Reserves (FDRXX) | BA | 9 | — | Dividends | $1,001 - $15,000 | $5,001 - $15,000 | — |
| JT | — | — | FlexShares Global Upstream Natural Resources Index Fund ETF (GUNR) | EF | 10 | — | Capital Gains, Dividends | None | $1,001 - $2,500 | — |
| JT | — | — | iShares Core MSCI Emerging Markets ETF (IEMG) | EF | 11 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | — |
| JT | — | — | iShares Core S&P Small-Cap ETF (IJR) | EF | 12 | — | None | $15,001 - $50,000 | — | — |
| JT | — | — | iShares MSCI ACWI ex U.S. ETF (ACWX) | EF | 13 | — | Dividends | $50,001 - $100,000 | $1,001 - $2,500 | — |
| JT | — | — | iShares MSCI Intl Quality Factor ETF (IQLT) | EF | 14 | — | Capital Gains, Dividends | None | $5,001 - $15,000 | — |
| JT | — | — | iShares Preferred and Income Securities ETF (PFF) | EF | 15 | — | Capital Gains, Dividends | None | $1,001 - $2,500 | — |
| JT | — | — | iShares Trust iShares Global REIT ETF (REET) | EF | 16 | — | Capital Gains, Dividends | None | $201 - $1,000 | — |
| JT | — | — | Lynwood Unified School District GO Bonds | GS | 17 | — | Interest | None | $5,001 - $15,000 | — |
| JT | — | — | PIMCO Income Fund Insti Class (PIMIX) | MF | 18 | — | Dividends | $250,001 - $500,000 | $201 - $1,000 | — |
| JT | — | — | ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) | EF | 19 | — | Capital Gains, Dividends | None | $1,001 - $2,500 | — |
| JT | — | — | SPDR Nuveen Bloomberg High Yield Municipal Bond ETF (HYMB) | EF | 20 | — | Capital Gains, Dividends | None | $201 - $1,000 | — |
| JT | — | — | TCW Transform 500 ETF (VOTE) | EF | 21 | — | Dividends | $250,001 - $500,000 | $1,001 - $2,500 | — |
| JT | — | — | Vanguard FTSE All-Wld ex-US SmCp Idx ETF (VSS) | EF | 22 | — | Capital Gains, Dividends | None | $1,001 - $2,500 | — |
| — | — | — | EuroPacific Growth Fund Cl R-6 (RERGX) | MF | 23 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Fidelity Contrafund K6 (FLCNX) | MF | 24 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | MissionSquare PLUS R13 Fund | MF | 25 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Vanguard Extended Market Index Fund Insti Plus (VEMPX) | MF | 26 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | MF | 27 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | — | Fidelity Government Cash Reserves (FDRXX) | BA | 28 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | iShares Core MSCI Emerging Markets ETF (IEMG) | EF | 29 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | iShares Core S&P Small-Cap ETF (IJR) | EF | 30 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| SP | — | — | iShares MSCI ACWI ex U.S. ETF (ACWX) | EF | 31 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| SP | — | — | PIMCO Income Fund Insti Class (PIMIX) | MF | 32 | — | Tax-Deferred | $250,001 - $500,000 | — | — |
| SP | — | — | TCW Transform 500 ETF (VOTE) | EF | 33 | — | Tax-Deferred | $250,001 - $500,000 | — | — |
| — | — | — | iShares Core S&P Small-Cap ETF (IJR) | EF | 34 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | iShares MSCI ACWI ex U.S. ETF (ACWX) | EF | 35 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | PIMCO Income Fund Insti Class (PIMIX) | MF | 36 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | TCW Transform 500 ETF (VOTE) | EF | 37 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
liabilities (1)
| debtor | comment | creditor | incurred | location | rate term | row number | amount range | liability type |
|---|---|---|---|---|---|---|---|---|
| JT | — | Silicon Valley Bank | January 2022 | — | — | 1 | $250,001 - $500,000 | Mortgage on personal residence, San Jose, CA |