California Files

Roger C Chan › Form 700

Roger C Chan: 2025 Annual statement

Annual 2025
Judge, San Francisco County Superior Court · due 2026-03-02
Filed
2026-02-24 · signed 02/24/2026 06:47 AM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (4 p.) · FPPC portal

Schedule A-1 · Investments (under 10%) 12

NameBusinessValue
iShares Core S&P 500 (IVV)equity · exchange traded fund$10,001–$100,000
Ishares Core S&P Mid-Cap (IJH)Financial Services · exchange traded fund$10,001–$100,000
iShares Core US Aggregate Bond (AGG)government and corporate bonds · exchange traded fund$10,001–$100,000
Parnassus Core Equity Investor (PRBLX)equity · mutual fund$10,001–$100,000
T Rowe Price Health Sciences Fund (PRHSX)health care · mutual fund$10,001–$100,000
T Rowe Price New Asia FD (PRASX)information technology, financials, consumer staples · mutual fund$10,001–$100,000
T Rowe Price New Horizon Fund (PRNHX)information technology, industrials &business services, health care · mutual fund$10,001–$100,000
USAA NASDAQ 100 Index Retail Fund (USNQX)technology, telecommunications, retail and biotechnology · mutual fund$10,001–$100,000
Utilities Select Sector SPDR (XLU)utilities · exchange traded fund$2,000–$10,000
Vanguard Intl Equity Index (VEU)financial services, industrials · exchange traded fund$2,000–$10,000
Vanguard REIT ETF (VNQ)real estate investment trust · exchange traded fund$2,000–$10,000
Vanguard Wellesley Income Investor (VWINX)Income Fund · Mutual Fund$10,001–$100,000

Schedule D · Gifts 2

FromGiftsTotal
American Academy of Matrimonial Lawyers - Northern California Chapter
1112 N. Main St. PMB #196, Manteca, CA 95336
2025-09-17 · Judges Reception Ticket · $175
$175
Bar Association of San Francisco
50 Fremont Street, Suite 1700, San Francisco, CA 94105
2025-09-11 · Judges Dinner (View from the Bench) · $210
$210