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Dr. Richard Dr Pan - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Dr. Richard Dr Pan

CA-06

Filed November 13, 2025

View Original Document

Transactions

0

Assets

31

Liabilities

2

Details

Report Title: Candidate Report
Submission Method: Electronic
Signed By: Dr. Richard Dr Pan
Signed Date: November 13, 2025

Assets

31 assets

401(k) RP ⇒ Fidelity 500 Index Fund (FXAIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

401(k) RP ⇒ Fidelity Diversified International Fund Class K (FDIKX)

Liabilities

2 liabilities

Five Star Bank

Commercial property mortgage

Joint

Amount

$500,001 - $1,000,000

The Golden 1 Credit Union

Credit card

Joint

Mutual Funds

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

401(k) RP ⇒ Fidelity Small Cap Value Fund (FCPVX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

401(k) RP ⇒ PIMCO Funds Total Return Fund Institutional Shares (PTTRX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

403(b) RP ⇒ UC Pathway 2035

Other

SelfIncome: Tax-Deferred

Value

$1,000,001 - $5,000,000

457(b) RP ⇒ UC Diversified International Fund

Other

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

457(b) RP ⇒ UC Domestic Equity Index Fund

Other

SelfIncome: Tax-Deferred

Value

$500,001 - $1,000,000

Checking

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$1,001 - $15,000

Fidelity Brokerage ⇒ Fidelity California AMT Tax-Free Money Market Fund (FSPXX)

Mutual Funds

JointIncome: Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

Fidelity Brokerage ⇒ Fidelity Government Money Market Fund (SPAXX)

Mutual Funds

JointIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

Fidelity Brokerage WW ⇒ Fidelity 500 Index Fund (FXAIX)

Mutual Funds

SpouseIncome: Capital Gains, Dividends($2,501 - $5,000)

Value

$50,001 - $100,000

Fidelity Brokerage WW ⇒ Fidelity Long-Term Treasury Bond Index Fund (FNBGX)

Mutual Funds

SpouseIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

Fidelity Brokerage WW ⇒ Fidelity Short-Term Bond Index Fund (FNSOX)

Mutual Funds

SpouseIncome: Dividends

Value

Not disclosed

Fidelity Brokerage WW ⇒ Fidelity Stock Selector Small Cap Fund (FDSCX)

Mutual Funds

SpouseIncome: Capital Gains, Dividends($1 - $200)

Value

$15,001 - $50,000

Fidelity Brokerage WW ⇒ Fidelity Total International Index Fund (FTIHX)

Mutual Funds

SpouseIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

IRA AP ⇒ Fidelity Government Money Market Fund (SPAXX)

Mutual Funds

DependentIncome: Tax-Deferred

Value

$1,001 - $15,000

IRA RP ⇒ Fidelity Oxford Street Trust: Fidelity Four-In-One Index Fund (FFNOX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

IRA WW ⇒ Fidelity 500 Index Fund (FXAIX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$250,001 - $500,000

IRA WW ⇒ Fidelity Advisor Strategic Income Fund (FADMX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

IRA WW ⇒ Fidelity International Value Fund (FIVLX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

IRA WW ⇒ Fidelity Small Cap Discovery Fund (FSCRX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

IRA WW ⇒ Vanguard 500 Index Fund Admiral Shares (VFIAX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

Savings WW

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Interest($1 - $200)

Value

$50,001 - $100,000

ScholarShare529 ⇒ 2028/2029 Enrollment Portfolio Passive

529 Portfolio

Joint

Value

$50,001 - $100,000

ScholarShare529 ⇒ Enrollment Year Portfolio Passive

529 Portfolio

Joint

Value

$50,001 - $100,000

UC DCP RP ⇒ UC Domestic Equity Index

Other

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

UC DCP RP ⇒ UC International Equity Index Fund

Other

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

UC Retirement Plan

Defined Benefit Pension

Self

Value

Not disclosed

U.S. Savings Bonds

Government Securities and Agency Debt

JointIncome: Interest

Value

$1,001 - $15,000

Wang Pan California Properties, LLC, 100% Interest (Sacramento, CA) - Commercial Real Estate

Real Property

JointIncome: Rent($50,001 - $100,000)

Value

$1,000,001 - $5,000,000

Wen-Li Wang DDS, Inc., 100% Interest (Sacramento, CA) - Dental Practice

Ownership Interest (Engaged in a Trade or Business)

SpouseIncome: Dental services($100,001 - $1,000,000)

Value

$100,001 - $250,000

Amount

$10,000 - $15,000