Candy Dale

Bank of America Accounts — Interest

New York Life--whole #1 — Dividend

New York Life--whole #2 — Dividend

Stoel Rives Retirement Plan — None

Stoel Rives LLP Cash Balance Plan — Int./Div.

Stoel Rives Draw Account — Interest — Closed

Idaho Trust Bank Accounts — Interest

TD Ameritrade IRA Account #1

DFA Five-Yr Global Portfolio Fund (DFGBX) — None — Sold (part)

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

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

DFA Internat'l Small Cap Value (DISVX) — Dividend — Sold

DFA Global Real Estate Fund (DFGEX) — None — Sold

Pimco Income Fund (PIMIX) — Dividend — Buy (add'l)

Vanguard Investment Grade Fund (VFIDX) — Dividend

DFA Investment Grade Bond Fund (DFAPX) — Dividend

Cohen and Steers Preferred Securities Fund (CPXIX) — Dividend — Buy (add'l)

Cohen and Steers Limited Duration Pref Sec Fund (LPXIX) — Dividend — Buy (add'l)

DFA Global Core Plus Bond Fund (DGCFX) — Dividend — Buy

TD Ameritrade Money Market Sweep — Interest

TD Ameritrade Trust Account #1

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

DFA US Core Equity Fund (DFEOX) — Dividend

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

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

DFA Emerging Markets Fund (DFEMX) — Dividend — Buy

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

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

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

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

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

Idaho BD BK Auth Rev Muni Bond (451152S86) — Interest — Sold

DFA US High Relative Profitability Fund (DURPX) — Dividend — Buy

DFA International High Relative Prof. Fund (DIHRX) — Dividend — Buy

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

Vanguard Limited-Term Muni Bond Fund (VMLUX) — Dividend

Cohen and Steers Preferred Securities Fund (CPXIX) — Dividend — Sold

Cohen and Steers Limited Duration Pfd. Sec Fund (LPXIX) — Dividend — Buy

TD Ameritrade Money Market Sweep — Interest

TD Ameritrade IRA #2

TD Ameritrade Money Market Sweep — Interest

DFA International Small Cap (DISVX) — Dividend — Sold

Loomis and Sayles Bond Fund (LSBDX) — Dividend — Sold

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

Pimco Income Fund (PIMIX) — Dividend

DFA Investment Grade Bond Fund (DFAPX) — Dividend — Sold (part)

Cohen and Steers Limited Duration Pfd Sec Fund (LPXIX) — Dividend — Buy (add'l)

DFA Global Core Plus Bond Fund (DGCFX) — Dividend — Buy

Beneficiary IRA Account #1

Athene Annuity - Select Edge Fixed Index Annuity — Interest

Spouse's income — 2020 — Stoel Rives--salary, bonus and partnership distribution

Regarding Part VII, line 4, 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 5, 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 6, the draw account was 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.