Paula McCandlis

2020

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Pull out the substance of this filing.

What was filed

81
investments
6
positions
0
gifts
0
agreements
0
debts
0
reimbursements
3
income
3
spouse income

Named parties

Brett, McCandlis & Brown PLLC
Tarkin PLLC (no reportable assets)
Self-employed (attorney)
Whatcom County, WA (salary)

As filed

Individual Assets (H)

Peoples Bank (cash) — Interest

North Coast Credit Union (cash) — Interest

Account #1 (H)

American Funds 2035 Trgt Date R5 (REFTX) — Dividend — Buy (add'l)

American Funds 2035 Trgt Date R5 (REFTX) — Buy (add'l)

Account #2 (H)

Mass Mutual General Cash Deposit Account (cash) — None

Hartford Intl Opps Hls (HIAOX) — None

AMG GW&K Small Cap Value Fund (SKSEX) — None

Hartford MidCap Hls (HIMCX) — None

Blackrock S&P 500 Index (BRVSSP2) — None

Account #3 (H)

Vantagepoint 500 Stock Index R5 (92210J788) — None

Account #4 (H)

Ivy Cash Management Money Market (IAAXX) (cash equiv.) — Dividend — Buy

Ivy Cash Management Money Market (IAAXX) (cash equiv.) — Redeemed

Ivy Large Cap Growth (IYGIX) — None — Sold

Ivy Mid Cap Growth Fund (IYMIX) — None — Sold

Ivy Science and Technology Fund (ISTIX) — None — Sold

Ivy Value Fund (IYAIX) (Y)

Ivy Global Growth Fund (IGIIX) — None — Sold

Ivy Global Equity Fund (IBIIX) — Dividend — Sold

Ivy International Core Equity Fund (ICEIX) — None — Sold

Ivy Asset Strategy Fund (IVAEX) — Dividend — Sold

Ivy Balanced Fund (IYBIX) — Dividend — Sold

Ivy Municipal High Income (WYMHX) — Dividend — Sold

Individual Assets (H)

Peoples Bank (cash) — Interest

North Coast Credit Union (cash) — Interest

Account #1 (H)

American Funds 2035 Trgt Date R5 (REFTX) — Dividend — Buy (add'l)

American Funds 2035 Trgt Date R5 (REFTX) — Buy (add'l)

Account #2 (H)

Mass Mutual General Cash Deposit Account (cash) — None

Hartford Intl Opps Hls (HIAOX) — None

AMG GW&K Small Cap Value Fund (SKSEX) — None

Hartford MidCap Hls (HIMCX) — None

Blackrock S&P 500 Index (BRVSSP2) — None

Account #3 (H)

Vantagepoint 500 Stock Index R5 (92210J788) — None

Account #4 (H)

Ivy Cash Management Money Market (IAAXX) (cash equiv.) — Dividend — Buy

Ivy Cash Management Money Market (IAAXX) (cash equiv.) — Redeemed

Ivy Large Cap Growth (IYGIX) — None — Sold

Ivy Mid Cap Growth Fund (IYMIX) — None — Sold

Ivy Science and Technology Fund (ISTIX) — None — Sold

Ivy Value Fund (IYAIX) (Y)

Ivy Global Growth Fund (IGIIX) — None — Sold

Ivy Global Equity Fund (IBIIX) — Dividend — Sold

Ivy International Core Equity Fund (ICEIX) — None — Sold

Ivy Asset Strategy Fund (IVAEX) — Dividend — Sold

Ivy Balanced Fund (IYBIX) — Dividend — Sold

Ivy Municipal High Income (WYMHX) — Dividend — Sold

Individual Assets (H)

Peoples Bank (cash) — Interest

North Coast Credit Union (cash) — Interest

Account #1 (H)

American Funds 2035 Trgt Date R5 (REFTX) — Dividend — Buy (add'l)

American Funds 2035 Trgt Date R5 (REFTX) — Buy (add'l)

Account #2 (H)

Mass Mutual General Cash Deposit Account (cash) — None

Hartford Intl Opps Hls (HIAOX) — None

AMG GW&K Small Cap Value Fund (SKSEX) — None

Hartford MidCap Hls (HIMCX) — None

Blackrock S&P 500 Index (BRVSSP2) — None

Account #3 (H)

Vantagepoint 500 Stock Index R5 (92210J788) — None

Account #4 (H)

Ivy Cash Management Money Market (IAAXX) (cash equiv.) — Dividend — Buy

Ivy Cash Management Money Market (IAAXX) (cash equiv.) — Redeemed

Ivy Large Cap Growth (IYGIX) — None — Sold

Ivy Mid Cap Growth Fund (IYMIX) — None — Sold

Ivy Science and Technology Fund (ISTIX) — None — Sold

Ivy Value Fund (IYAIX) (Y)

Ivy Global Growth Fund (IGIIX) — None — Sold

Ivy Global Equity Fund (IBIIX) — Dividend — Sold

Ivy International Core Equity Fund (ICEIX) — None — Sold

Ivy Asset Strategy Fund (IVAEX) — Dividend — Sold

Ivy Balanced Fund (IYBIX) — Dividend — Sold

Ivy Municipal High Income (WYMHX) — Dividend — Sold

Partner, Brett, McCandlis & Brown PLLC

Managing member, Tarkin PLLC (no reportable assets)

Partner, Brett, McCandlis & Brown PLLC

Managing member, Tarkin PLLC (no reportable assets)

Partner, Brett, McCandlis & Brown PLLC

Managing member, Tarkin PLLC (no reportable assets)

Income — 2020 — Self-employed (attorney) — $633,195.00

Spouse's income — 2020 — 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.

The parenthetical number in Part VII is a CUSIP number.

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.