# Paula McCandlis

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/33681

## Record

- **Judge:** Paula McCandlis
- **Year:** 2020
- **Pages:** 7

## Text

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
Income — 2020 — Self-employed (attorney) — $633,195.00
Income — 2020 — Self-employed (attorney) — $633,195.00
Spouse's income — 2020 — Whatcom County, WA (salary)
Spouse's income — 2020 — Whatcom County, WA (salary)
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.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33681. Public record. Not legal advice.
