Paula McCandlis
2019
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Pull out the substance of this filing.
What was filed
27
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- Brett, McCandlis & Brown PLLC
- Tarkin PLLC (no reportable assets)
- Brett, McCandlis & Brown PLLC, Partnership Self-employed attorney
- Whatcom County, WA (salary)
As filed
Individual Assets (H)
Peoples Bank (cash) — Interest
North Coast Credit Union (cash) — Interest
Waddell & Reed Cash Management Fund (UNCXX) (cash eq.) — Int./Div.
Waddell & Reed Advisors Municipal Bond Fund (UNMBX) — Dividend
401k Acct #1 (H)
American Funds 2035 Trgt Date R5 (REFTX) — Dividend
Brokerage #1 (H)
Ivy Large Cap Growth (IYGIX) — Dividend
Ivy Mid Cap Growth Fund (IYMIX) — Dividend
Ivy Science and Technology Fund (ISTIX) — Dividend
Ivy Value Fund (IYAIX) — Dividend
Ivy Global Growth Fund (IGIIX) — Dividend
Ivy Global Equity Fund (IBIIX) — Dividend
Ivy International Core Equity Fund (ICEIX) — Dividend
Ivy Asset Strategy Fund (IVAEX) — Dividend
Ivy Balanced Fund (IYBIX) — Dividend
Ivy Municipal Bond I (IMBIX) (Y)
Ivy Municipal High Income (WYMHX) — Dividend
401k Acct #2 (H)
Mass Mutual General Cash Deposit Account (cash) (X) — None
Hartford Intl Opps Hls (HIAOX) (X) — None
AMG Mgrs Skyline Spec Eq (SKSEX) (X) — None
Hartford MidCap Hls (HIMCX) (X) — None
Blackrock S&P 500 Index (BRVSSP2) (X) — None
401k Acct #3 (H)
Vantagepoint 500 Stock Index R5 (92210J788) (X) — None
Partner, Brett, McCandlis & Brown PLLC
Managing member, Tarkin PLLC (no reportable assets)
Income — 2019 — Brett, McCandlis & Brown PLLC, Partnership Self-employed attorney — $888,212.00
Spouse's income — 2019 — Whatcom County, WA (salary)
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
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.