# Candy Dale

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/33398

## Record

- **Judge:** Candy Dale
- **Year:** 2020
- **Pages:** 9

## Text

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.

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33398. Public record. Not legal advice.