Candy Dale

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 — None

Stoel Rives LLP Cash Balance Plan — Int/Div

Stoel Rives Draw Account — Interest

Idaho Trust Bank Accounts (X) — Interest

TD Ameritrade IRA Account #1]

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

Loomis & Saves Bond Fund (LSBDX) — Interest

12. — Distribution

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

14. — Distribution

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

Pimco Income Fund (PIMIX) — Interest

Vanguard Investment Grade Fund (VFIDX) — Interest

DFA Investment Grade Bond Fund (DFAPX) — Interest

Cohen and Steers Preferred Securities Fund (CPXIX) — Int/Div

Cohen and Steers Limited Duration Pref Sec Fund (LPXIX) — Int/Div

TD Ameritrade Money Market Fund — Interest

10 Ameritrade Trust Account #1

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

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

DFA US Core Equity Fund (DFEOX) — Int/Div — Sold (part)

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

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

DFA Emerging Markets Core Equity (DFCEX) Bout — Int/Div — Sold (part)

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

DFA Emerging Markets Small Cap Equity (DEMSX) — Int/Div — Buy

DFA US Large Cap Value (DFLVX) — Int/Div — Sold (part)

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

DFA Tax Managed Small Cap Value Equity Fund (DTMVX) — Int/Div — Sold (part)

DFA Tax Managed Small Cap Value Equity Fund (DTMVX) — Distribution — Sold (part)

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

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

DFA Intermediate Term Muni Bond Fund (DFTIX) — Interest — Sold

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

DFA Tax-Managed US Value (DTMMX) — Distribution — Sold (part)

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

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

Idaho BD BK Auth Rev Muni Bond (451152886) — Interest

Ada &Canyon Caty ID Sch Dist (0051 76GLOY — Interest — Sold

Canyon Cnty Id Sch (138807THS4) — Interest — Sold

ID Hsg & Fin Assn (45129WGT1) — Interest — Sold

ID Hsg & Fin Assn (45129WGV6) — Interest — Sold

Moscow 1D SWR Rev (619481BVS) — Interest — Sold

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

Idaho BD BK Auth Rev Bds (451152203) — Interest — Sold

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

Vanguard Short Term Muni Bond Fund (VWSLX) — Interest — Sold (part)

Vanguard Short Term Muni Bond Fund (VWSLX) — Buy (add'l)

Vanguard Short Term Muni Bond Fund (VWSLX) — Sold

Vanguard High Yield Muni Bond Fund (VWAHX) — Interest — Sold

Vanguard High Yield Muni Bond Fund (VWALX) — Interest — Buy

Vanguard High Yield Muni Bond Fund (VWALX) — Buy (add'l)

Vanguard High Yield Muni Bond Fund (VWALX) — Buy (add'l)

Vanguard Limited-Term Muni Bond Fund (VMLUX) — Interest — Buy

Cohen and Steers Preferred Securities Fund (CPXIX) — Int/Div — Sold

Cohen and Steers Preferred Securities Fund (CPXIX) — Buy

Cohen and Steers Limited Term Preferred Sec Fund (LPXIX) — Int/Div — Buy

Cohen and Steers Limited Term Preferred Sec Fund (LPXIX) — Sold

DFA International Vector Equity Fund {DFVQX) — Int/Div — Buy

DFA International Vector Equity Fund {DFVQX) — Distribution — Sold

6s — Distribution

DFA Tax-Adv Core Equity 11 Fund (DFICX) — Int/Div — Buy

DFA Tax-Adv Core Equity 11 Fund (DFICX) — Distribution — Sold

TD Ameritrade Money Market Fund — Interest

TD Ameritrade IRA #2

TD Ameritrade Money Market — Interest

DFA International Small Cap (DISVX) — Int/Div

72 — istmbution

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

74. — Distribution

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

Pimco Income Fund (PIMIX) — Interest

DFA Investment Grade Bond Fund (DFAPX) — Interest

Cohen and Steers Limited Duration Pfd Sec Fund (LPXIX) — Int/Div

Beneficiary IRA Account #1

Athenee Buty Indexed Annuity — Interest

Reimbursement — Umversity of Idaho - College of Law — August 10-17, 2018 — Moscow, 1D — Tnal Advocacy Course — Lodgmg, meals, and mileage

Spouse's income — 2018 — Stoel Rives--salary, bonus and partnership distribution

Regarding Part VIL, 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 is employer controlled--neither the reporting judge nor her spouse have any choice over the individual investments in the plan

Regarding Part VII

8

Tine 7, the draw account is used for quarterly distributions and bonus income. 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.