Candy Dale

2015Annual

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Pull out the substance of this filing.

What was filed

  • 111

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 5

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • College of Idaho/non-profit liberal arts college
  • Tufts University School of Medicine
  • Idaho Falls Inn of Court
  • Idaho State Bar
  • Federal Bar Assoc - Idaho Chapter
  • Umversity of Nevada, Las Vegas
  • Stoel Rives--salary and bonus

As filed

108 — Distribution

Kev Bank Accounts — Interest

Bank of America Accounts — Interest

New York Life-=whole #1 — Int/Div

New York Life-~whole #2 — Int/Div

Stoel Rives Retirement Plan — Int/Div

TD Ameritrade IRA Account #1

DFA Five-Yr Global Portfolio Fund ({DFGBX) — Interest

R — Distribution

9 — Distribution

Loomis & Sayles Bond Fund (LSBDX) — Interest

12. — Distribution

DFA Internat'l Small Cap Value (DISVX) — Int/Div — Buy (add'l)

14. — Distribution

DFA Global Real Estate Fund (DFGEX) — Int/Div

Oppenheimer Sr. Floating Rate Fund {O0SYX) — Interest

Pimco High Yield Corporate Bond ETF (HYS) — Interest

Loomis and Sayles Investment Grade Fund (LIGRX) — Interest

19. — istmbution

20. — Distribution

Pimco Income Fund (PIMIX) — Interest

n — Distribution

Vanguard Investment Grade Fund (VFIDX) — Interest

24 — Distribution

2s — Distribution

TD Ameritrade Money Market Fund — Interest

TD Ameritrade Taxable Account £1

DFA Int'l Core Equity Fund (DFIEX) — Int/Div — Buy (add'l)

DFA US Core Equity Fund (DFEOX) — Int/Div — Buy (add'l)

DFA US Core Equity Fund (DFEOX) — Distribution — Buy (add'l)

DFA US Core Equity Fund (DFEOX) — Buy (add'l)

DFA US Core Equity Fund (DFEOX) — Buy (add'l)

DFA US Core Equity Fund (DFEOX) — Buy (add'l)

DFA Emerging Markets Core Equity (DFCEX) — Int/Div — Buy (add'l)

DFA Emerging Markets Core Equity (DFCEX) — Buy (add'l)

DFA Emerging Markets Core Equity (DFCEX) — Buy (add'l)

DFA Emerging Markets Core Equity (DFCEX) — Buy (add'l)

DFA Emerging Markets Core Equity (DFCEX) — Buy (add'l)

DFA Emerging Markets Core Equity (DFCEX) — Buy (add'l)

DFA Emerging Markets Core Equity (DFCEX) — Sold (part)

DFA Emerging Markets Small Cap Equity (DEMSX) — None — Buy

DFA US Large Cap Value (DFLVX) — Int/Div — Buy (add'l)

DFA US Large Cap Value (DFLVX) — Distribution — Buy (add'l)

DFA US Large Cap Value (DFLVX) — Buy (add'l)

DFA US Large Cap Value (DFLVX) — Buy (add'l)

DFA US Large Cap Value (DFLVX) — Buy (add'l)

DFA Tax Managed Small Cap Value Equity Fund (DTMVX) — Int/Div — Buy (add'l)

DFA Tax Managed Small Cap Value Equity Fund (DTMVX) — Distribution — Buy (add'l)

DFA Tax Managed Small Cap Value Equity Fund (DTMVX) — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Sold (part)

DFA Tax-Managed Small Cap Equity Fund (DFTSX) — Int/Div — Buy (add'l)

DFA Tax-Managed Small Cap Equity Fund (DFTSX) — Distribution — Buy (add'l)

DFA Tax-Managed Small Cap Equity Fund (DFTSX) — Buy (add'l)

DFA Tax-Managed Small Cap Equity Fund (DFTSX) — Buy (add'l)

DFA Tax-Managed Small Cap Equity Fund (DFTSX) — Buy (add'l)

DFA Tax-Managed Small Cap Equity Fund (DFTSX) — Sold (part)

DFA Small Cap Equity Fund (DFSTX) — None — Buy

DFA Tax-Managed US Value (DTMMX) — Int/Div

DFA Int'l Small Cap Value (DISVX) — Int/Div — Buy

DFA Int'l Small Cap Value (DISVX) — Distribution — Buy (add'l)

DFA Int'l Small Cap Value (DISVX) — Buy (add'l)

DFA Int'l Small Cap Value (DISVX) — Buy (add'l)

DFA Int'l Small Cap Value (DISVX) — Buy (add'l)

DFA Int'l Small Cap Value (DISVX) — Buy (add'l)

DFA Int'l Small Cap Value (DISVX) — Sold (part)

DFA International Small Cap Equity Fund (DFISX) — None — Buy

DFA Emerging Market Social Core Equity Fund (DFESX) — Int/Div — Sold

DFA Targeted Value Equity Fund {DFFVX) — None — Buy

Vanguard Tax-Exempt Limited Term Bond Fund (VMLLX) — Interest

EXXON Mobil (XOM) — Int/Div

International Business Machines (IBM) — Int/Div

Union Pacific Corp (UNP) — Int/Div

YUM Brands Inc (YUM) — Int/Div

DFA Int'l Core Equity - Social (DFSPX) — Int/Div — Sold

Idaho Muni Bond Bk (451152EDQO) — Interest

Ada &Canyon Caty ID Sch Dist {051 76GLOY — Interest

Canyon Cnty Id Sch (138807THS4) — Interest

ID Hsg & Fin Assn (45129WGT1) — Interest

ID Hsg & Fin Assn (45129WGV6) — Interest

Moscow ID SWR Rev (619481BVS) — Interest

Boise State Unive Id Revs (097464TUS) — Interest

Boise State Univ 1D Revs (0974641S8) — Interest

Boise City Urban Renewal AG (007461 BL6) — Interest — Sold

Canyon County ID SCH Dist#131 {1387R9HL9) — Interest — Sold

Idaho BD BK Auth Rev Bds (451152F XS) — Interest

Madison County ID Sch Dist No. 32 (556819FD7)y — Interest

Boise City Idaho Urban Renewal Bonds 1097461 BHS) — Interest — Sold

Idaho Health Facs Hosp Rev Bonds (451295TWO) — Interest

Idaho Housing & Fin Assc. (45129YS56) — Interest — Sold

Idaho Housing & Fin Assc. (45129YTA4) — Interest — Sold

TD Ameritrade Money Market Fund — Interest

TD Ameritrade IRA #2

TD Ameritrade Money Market — Interest

Teco Finance Inc (STS7SUACS) — Interest — Sold

DFA International Small Cap (DISVX) — Int/Div — Buy (add'l)

98 — Distribution

Loomis and Sayles Bond Fund (LSBDX) — Int/Div

100. — istnbution

mm — Distribution

Vanguard Int. Term Invest Grade Bond Fund (VFICX) — Int/Div

103 — Distribution

104, — Distribution

Pimco High Yield Corporate Bond Fund (HYS) — Interest

Oppenheimer Sr. Floating Rate Fund 1O0SYX) — Interest

Pimco Income Fund (PIMIX) — Interest

Beneficiary IRA Account #1

Aviva Fixed Account — Interest

Aviva -Yr S&P Index Up — Int/Div

Trustee (Director), College of Idaho/non-profit liberal arts college

Liability — Tufts University School of Medicine — Tuition

Reimbursement — Idaho Falls Inn of Court — May 13-14, 2015 — Idaho Falls, 1D — Present at Legal Org Meeting — Transportation and Lodging

Reimbursement — Idaho State Bar — July 22-24, 2015 — Sun Valley, ID — Annuil Bar Meeting Presenter (X3) — Transportation, Lodging, and Meals

Reimbursement — for first year students at Ul College of Law — TTR TR TIO WT wa gti B® TRE On (8 wT ie GREE TRA Tun NE

Reimbursement — Federal Bar Assoc - Idaho Chapter — September 9-10, 2015 — Salt Lake City, UT — Attend and Present at Annual FBA Conference — Transportation and Lodging

Reimbursement — Umversity of Nevada, Las Vegas — September 24, 25, 26, 2015 — Las Vegas, NV — Present at Legal Organization Meeting — Transportation and Lodging

Spouse's income — 2015 — Stoel Rives--salary and bonus

Regarding Part VII, line 5, the nume of the plan has been changed to reflect the exact name of the plan: and, the plan is employer controlled--neither the reporting

Judge nor her spouse have any choice over the individual investments in the plan.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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