# Candy Dale > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/10911 ## Record - **Judge:** Candy Dale - **Year:** 2016 - **Report type:** Annual - **Pages:** 12 ## Text 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 --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/10911. Public record. Not legal advice.