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.

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