Candy Dale
2017Annual
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Pull out the substance of this filing.
What was filed
88
investments
1
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
1
spouse income
Named parties
- College of Idaho
- Umversity of Idaho - College of Law
- Stoel Rives--salary, bonus and partnership distribution
As filed
Kev Bank Accounts — Interest
Bank of America Accounts — Interest
New York Life-=whole #1 — Int/Div
New York Life-~whole #2 — Int/Div
Stoel Rives Retirement Plan — Int/Div
Stoel Rives LLP Cash Balance Plan — Int/Div
Stoel Rives Draw Account — Interest
TD Ameritrade IRA Account #1
DFA Five-Yr Global Portfolio Fund (DFGBX) — Interest
10. — Distribution
Loomis & Saves Bond Fund (LSBDX) — Interest
12. — Distribution
13 — Distribution
DFA Internat'l Small Cap Value (DISVX) — Int/Div
15. — Distribution
16. — Distribution
DFA Global Real Estate Fund (DFGEX) — Int/Div
18 — Distribution
19. — istmbution
Pimco High Yield Corporate Bond ETF {HYS) — Interest — Sold
Pimco Income Fund (PIMIX) — Interest
Vanguard Investment Grade Fund (VFIDX) — Interest
23. — Distribution
DFA Investment Grade Bond Fund (DFAPX) — Interest — Buy (add'l)
DFA Investment Grade Bond Fund (DFAPX) — Buy (add'l)
DFA Investment Grade Bond Fund (DFAPX) — Buy (add'l)
Cohen and Steers Preferred Securities Fund (CPXIX) — Int/Div — Buy
28 — istmbution
Cohen and Steers Limited Duration Pref Sec Fund (LPXIX) — Int/Div — Buy
RI — Distribution
TD Ameritrade Money Market Fund — Interest
TD Ameritrade Trust Account #1
DFA Int'l Core Equity Fund (DFIEX) — Int/Div
DFA US Core Equity Fund (DFEOX) — Int/Div — Sold (part)
DFA US Core Equity Fund (DFEOX) — Iistnbution — Sold (part)
DFA US Core Equity Fund (DFEOX) — Distribution — Sold (part)
DFA Emerging Markets Core Equity (DFCEX} — Int/Div
DFA US Large Cap Value (DFLVX) — Int/Div — Sold (part)
DFA US Large Cap Value (DFLVX) — Distribution — Sold (part)
DFA US Large Cap Value (DFLVX) — Distribution — Sold (part)
DFA Tax Managed Small Cap Value Equity Fund (DTMVX) — Int/Div — Sold (part)
DFA Tax Managed Small Cap Value Equity Fund (DTMVX) — Distribution — Sold (part)
DFA Tax Managed Small Cap Value Equity Fund (DTMVX) — Sold (part)
DFA Tax-Managed Small Cap Equity Fund (DFTSX) — Int/Div — Sold (part)
DFA Tax-Managed Small Cap Equity Fund (DFTSX) — istmbution — Sold (part)
DFA Tax-Managed Small Cap Equity Fund (DFTSX) — Sold (part)
DFA Intermediate Term Muni Bond Fund (DFTIX) — Interest
DFA Tax-Managed US Value (DTMMX) — Int/Div — Sold (part)
DFA Tax-Managed US Value (DTMMX) — Distribution — Sold (part)
S10. — Sold (part)
DFA Int'l Small Cap Value (DISVX) — Int/Div
52 — istnibution
53 — Distribution
Idaho BD BK Auth Rev Muni Bond (451 152R6)1) — Interest — Sold
Idaho BD BK Auth Rev Muni Bond (451152886) — Interest
Ada &Canyon Cty ID Sch Dist {0051 76GLO)Y — Interest
Canyon Cnty Id Sch (13880THS4) — Interest
ID Hsg & Fin Assn (45129WGT1) — Interest
ID Hsg & Fin Assn (45129WGV6) — Interest
Moscow ID SWR Rev (619481BVS) — Interest
Boise State Unive Id Revs (097464TUS) — Interest — Sold
Boise State Univ 1D Revs (0974641 SK) — Interest
Idaho BD BK Auth Rev Bds (451152F X35) — Interest — Sold
Idaho BD BK Auth Rev Bds (451152203) — Interest — Buy
Madison County ID Sch Dist No, 32 (SSES819FDT)y — Interest — Sold
Idaho Health Facs Hosp Rev Bonds (451295TW9) — Interest
Vanguard Short Term Muni Bond Fund (VWSLUX) — Interest
Vanguard High Yield Muni Bond Fund (VWAHX) — Interest
Cohen and Steers Preferred Securities Fund (CPXIX) — Int/Div — Buy
0. — Iistnbution
TD Amentrade Money Market Fund — Interest
TD Ameritrade IRA #2
TD Ameritrade Money Market — Interest
DFA International Small Cap (DISVX) — Int/Div
7s — Distribution
76. — Distribution
Loomis and Savies Bond Fund (LSBDX) — Int/Div — Buy (add'l)
Loomis and Savies Bond Fund (LSBDX) — Iistnbution — Buy (add'l)
Loomis and Savies Bond Fund (LSBDX) — Distribution — Buy (add'l)
Vanguard Int. Term Invest Grade Bond Fund (VFIDX) — Int/Div
31 — Distribution
Pimco High Yield Corporate Bond Fund {HYS) — Interest — Sold
Pimco Income Fund (PIMIX) — Interest
DFA Investment Grade Bond Fund (DFAPX) — Distribution
Cohen and Steers Limited Duration Pfd Sec Fund (LPXIX) — Int/Div — Buy
Rh — istmbution
Beneficiary IRA Account #1
Athene Equity Indexed Annuity — Interest
Member, Board of Trustees, College of Idaho
Reimbursement — Umversity of Idaho - College of Law — April 6, 2017 — Moscow, 1D — Speaker at Women's Law Caucus — Lodgmg, transportation and meals
Spouse's income — 2017 — Stoel Rives--salary, bonus and partnership distribution
Regarding Part VIL, line 5, the plan is employer controlled--neither the reporting judge nor her spouse have any choice over the individual mvestments in the plan.
Regarding Part VII, line 6, 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 7, the draw account is 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.
Regarding Part VII line 32 - this account was referred to as Taxable Account #1 in 2016 and in all prior years. In 2017 this account was converted to a Trust
account, and is now named Trust Account £1.
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.