Candy Dale

2016Annual

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Pull out the substance of this filing.

What was filed

  • 94

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Umversity of Idaho - College of Law
  • Idaho State Bar Diversity
  • Stoel Rives--salary and bonus

As filed

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

Stoel Rives LLP Cash Balance Plan (x) — Int/Div

Stoel Rives Draw Account (x) — Interest

TD Ameritrade IRA Account #1

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

10. — Distribution

Loomis & Sayles Bond Fund (LSBDX) — Interest — Sold

Loomis & Sayles Bond Fund (LSBDX) — Distribution — Buy

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

15. — Distribution

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

17. — istrnibution

Oppenheimer Sr. Floating Rate Fund {O0SYX) — Interest — Sold

Pimco High Yield Corporate Bond ETF (HYS) — Interest

Loomis and Sayles Investment Grade Fund (LIGRX) — Interest — Sold

Pimco Income Fund (PIMIX) — Interest

Vanguard Investment Grade Fund (VFIDX) — Interest — Buy (add'l)

23. — Distribution

DFA Investment Grade Bond Fund (DFAPX) — Interest — Buy

TD Ameritrade Money Market Fund — Interest

1D Ameritrade Taxable Account #1

DFA Int'l Core Equity Fund (DFIEX) — Int/Div — Sold (part)

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

DFA US Core Equity Fund (DFEOX) — istmbution — Sold (part)

DFA US Core Equity Fund (DFEOX) — Sold (part)

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) — Sold (part)

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

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

DFA US Large Cap Value (DFLVX) — Distribution — Sold (part)

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 Equity Fund (DFTSX) — Int/Div — Buy (add'l)

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

DFA Intermediate Term Muni Bond Fund (DFTIX) — None — Buy

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

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

a4 — Distribution

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

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

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

DFA Targeted Value Equity Fund (DFFVX) — None — Sold

Vanguard Tax-Exempt Limited Term Bond Fund (VMLLX) — Interest — Buy (add'l)

S10. — Sold

EXXON Mobil (XOM) — Int/Div — Sold

International Business Machines (IBM) — Int/Div — Sold

Umion Pacific Corp (UNP) — None — Sold

YUM Brands Inc (YUM) — Int/Div — Sold

Idaho Muni Bond Bk (451152EDO) — Interest — Sold

Idaho BD BK Auth Rev Muni Bond (451152R6)) — None — Buy

Idaho BD BK Auth Rev Muni Bond (451152886) — None — Buy

Ada &Canyon Cuty ID Sch Dist (005176GUO)Y — Interest

Canyon Cnty Id Sch (138807HS4) — Interest

ID Hsg & Fin Assn (45129WGT1) — Interest

ID Hsg & Fin Assn (45129WGV6) — Interest

Moscow 1D SWR Rev (619481BVS) — Interest

Boise State Unive Id Revs (097464TUS) — Interest

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

Idaho BD BK Auth Rev Bds (451152FX5) — Interest

Madison County ID Sch Dist No, 32 (SSE819FD Ty — Interest

Idaho Health Facs Hosp Rev Bonds (451295TW9) — Interest

Blackrock Mum Bond Fund (MANLX) — Interest — Buy

Blackrock Mum Bond Fund (MANLX) — Buy (add'l)

Blackrock Mum Bond Fund (MANLX) — Sold

Vanguard Short Term Muni Bond Fund (VWSUX) — None — Buy

Vanguard High Yield Muni Bond Fund I(VWAHX) — None — Buy

Vanguard Intermediate Term Muni Bond Fund (VWIUX) — Interest — Buy

Vanguard Intermediate Term Muni Bond Fund (VWIUX) — Buy (add'l)

Vanguard Intermediate Term Muni Bond Fund (VWIUX) — Sold

TD Ameritrade Money Market Fund — Interest

TD Ameritrade IRA #2

TD Ameritrade Money Market — Interest

DFA International Small Cap (DISVX) — Int/Div

R00 — istnbution

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

x2 — istmbution

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

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

8s — Distribution

Rh — istmbution

Pimco High Yield Corporate Bond Fund (HYS) — Interest

Oppenheimer Sr. Floating Rate Fund {O0SYX) — Interest — Sold

Pimco Income Fund (PIMIX) — Interest

DFA Investment Grade Bond Fund (DFAPX) — istmbution — Buy

Beneficiary IRA Account #1

Athene Fixed Account — None — with lime 94)

Athene 1-Yr S&P Index Up — None — with line 94)

Athene Equity Indexed Annuity — Interest

Reimbursement — Umversity of Idaho - College of Law — August 12-20, 2016 — Moscow, 1D — Tramer for Trial Advocacy Course — Lodgmg, meals and mileage reimbursement

Reimbursement — Idaho State Bar Diversity — September 14, 2016 — Moscow, 1D — Attend and Present at Civil Rights Symposium/CLE — Transportation and lodging reimbursement

Spouse's income — 2016 — Stoel Rives--salary and bonus

Regardmg Part VII, line 5, the plan is employer controlled--neither the reporting judge nor her spouse have any choice over the individual mvestments in the plan.

Regarding Part VII, line 6, the plan became reportable during the period when the balance exceeded $1,000. The plan is employer controlled--neither the reporting

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

Regarding Part VII, line 7, the draw account is used for quarterly distributions and bonus income. The account bulance has histoircally been above $5,000 and in

now being reported for the first ime after erroneously being omitted prior to this year. Funds are held in an interest bearing account at the firm, typically in money

market funds. Neither the reporting judge nor her spouse has any choice over investments.

Risaront Part VII, lines 92 and 93. Aviva is now Athene, and during the calendar year 2016, the investment on lines 92 and 93 merged into the annuity on line

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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