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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.

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