Candy Dale

What was filed

134
investments
1
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
1
spouse income

Named parties

College of Idaho/non-profit liberal arts college
Colby College
Tufts University School of Medicine
Stoel Rives--salary and bonus

As filed

Kev Bank Accounts — Interest

Bank of America Accounts — Interest

Farmer's New World Life Ins — Interest

New York Life-~whole #1 — Int/Div

New York Life--whole #2 — Int/Div

Master Retirement Trust (spouse) — None

TD Ameritrade IRA Account #1

DFA Five-Yr Global Portfolio Fund {DFGBX) — Interest

9 — Distribution

10. — Distribution

Loomis & Saves Bond Fund (LSBDX) — Interest

DFA Emerging Market Social Core Equity (DFESX) — Int/Div

13 — Distribution

DFA Internat'l Small Cap Value (DISVX) — Int/Div

15. — Distribution

DFA Internat'l Value (DFIVX) — Int/Div

DFA Large Cap Value (DFLVX) — Int/Div

DFA US Small Cap Equity (DF I13X) — Int/Div

19. — istmbution

20. — Distribution

PIMCO Total Return Bond Fund (PTTRX) — Interest

n — Distribution

23. — Distribution

DFA Global Real Estate Fund (DFGEX) — Int/Div

DFA Inflation Protected Securities Fund (DIPSX) — Interest

26 — Distribution

i". — Distribution

TD Ameritrade Money Market Fund — Interest

TD Ameritrade Taxable Account £1

DFA Internat'l Core Equity Fund (DFIEX) — Int/Div — Buy (add'l)

DFA US Core Equity Fund (DFEOX) — Int/Div

DFA Emerging Markets Core Equity (DFCEX) — Int/Div — Buy (add'l)

DFA Emerging Markets Core Equity (DFCEX) — Buy (add'l)

DFA US Large Cap Value (DFLVX) — Int/Div

DFA International Small Cap Equity (DISVX) — Int/Div — Sold

DFA Tax Managed Small Cap Value Equity Fund (DTMVX) — Int/Div — Buy (add'l)

DFA Tax Managed Small Cap Value Equity Fund (DTMVX) — Distribution — Buy (add'l)

DFA Tax Managed Small Cap Value Equity Fund (DTMVX) — istnbution — Buy (add'l)

DFA Tax Managed Small Cap Value Equity Fund (DTMVX) — Buy (add'l)

DFA Tax-Managed Small Cap Equity Fund (DFTSX) — Int/Div — Buy

DFA Tax-Managed Small Cap Equity Fund (DFTSX) — Buy (add'l)

Vanguard Tax-Exempt Short Term Bond Fund (VWSTX) — Interest — Sold

Vanguard Tax-Exempt Limited Term Bond Fund (VMLTX) — Interest — Sold (part)

Vanguard Tax-Exempt Limited Term Bond Fund (VMLTX) — Sold (part)

Vanguard Tax-Exempt Limited Term Bond Fund (VMLTX) — Sold

Vanguard Tax-Exempt Int. Term Bond Fund (VWITX) — Interest — Buy

Vanguard Tax-Exempt Int. Term Bond Fund (VWITX) — Sold

EXXON Mobil (XOM) — Int/Div

International Business Machines (IBM) — Int/Div

Union Pacific Corp (UNP) — Int/Div

YUM Brands Inc (YUM) — Int/Div

Delaware Tax Free Idaho Cl A (VIDAX) — Int/Div

Idaho Muni Bond Bk (451152EDO) — Interest

Adu &Canyon Caty ID Sch Dist {0051 76GLOY — Interest

Canyon Cnty Id Sch (138807HS4) — Interest

Fremont & Madison Cnty 1D (357082EGT) — Interest

ID Hsg & Fin Assn (45129WGT1) — Interest

ID Hsg & Fin Assn (45129WGV6) — Interest

Moscow 1D SWR Rev (619481AUS) — Interest — Sold

Moscow ID SWR Rev (619481BVS) — Interest

Boise State Unive Id Revs (097464TUS) — Interest

Boise State Univ 1D Revs (0974641S8) — Interest

Boise City Urban Renewal AG (097461 BL6) — Interest

Canyon County ID SCH Dist#131 (1387R9HL 9) — Interest

Idaho BD BK Auth Rev Bds (451152FX5) — Interest

Madison County ID Sch Dist No. 32 (556819FD7)y — Interest

Puerto Rico Elec Pwr Auth. (745260QNTS) — Interest

TD Ameritrade Money Market Fund — Interest

TD Ameritrade Taxable Account £2

TD Ameritrade Money Market Fund — Int/Div

DFA Tax-Advantaged US Core Equity 11 {DFTCX) — Int/Div — Buy (add'l)

DFA Tax-Advantaged US Core Equity 11 {DFTCX) — Distribution — Buy (add'l)

DFA Tax-Advantaged US Core Equity 11 {DFTCX) — Buy (add'l)

DFA World Ex-US Core Equity (DFTWX) — Int/Div — Buy (add'l)

DFA World Ex-US Core Equity (DFTWX) — Distribution — Buy (add'l)

DFA World Ex-US Core Equity (DFTWX) — Buy (add'l)

PIMCO Total Return Bond Fund (PTTRX) — Interest — Buy (add'l)

PIMCO Total Return Bond Fund (PTTRX) — istnbution — Sold (part)

PIMCO Total Return Bond Fund (PTTRX) — Distribution — Sold (part)

PIMCO Total Return Bond Fund (PTTRX) — Sold (part)

Chipolte Mexicam Grill Inc (CMG) — None

Glaxosmithkline PLC (GSX) — Int/Div

McDonalds (MCD) — Int/Div

Delaware Tux Free ID Cl A (VIDAX) — Interest — Buy (add'l)

Franklin Adjustable US Gov't Fund {FISAX) — Int/Div

Blackrock Intermediate (CIGAX) — Int/Div — Sold

Idaho St. Bldg Auth Aldg Rev (4514430Y4) — Interest

Puerto Rico Elec Pwr Auth Pwr (T45260QNTS) — Interest

TD Ameritrade IRA #2

TD Ameritrade Money Market — Interest

Wells Fargo Commodity Link CD (949748HR 1) — None

Duquesne Light Co. Bond (266228CR4) — Interest — Sold

GE Capital Medium Term Note 136962GIKE) — Interest — Sold

All State Corp Debenture (020002AC5) — Interest

Teco Finance Inc — Interest

DFA International Small Cap (DISVX) — Int/Div

116. — Distribution

DFA Inflation Prot. Sec (DIPSX) — Int/Div

118. — Distribution

119 — Distribution

DFA US Targeted Value (DFFVX) — Int/Div

121 — istmbution

122 — Distribution

DFA US Large Cap Value (DFLVX) — Int/Div

DFA International Value (DFIVX) — Int/Div

Loomis and Sayles Bond Fund (LSBDX) — Int/Div — Buy

Loomis and Sayles Bond Fund (LSBDX) — Buy (add'l)

Vanguard Int. Term Invest Grade Bond Fund (VFICX) — Int/Div — Buy

128. — Distribution

129. — istnbution

Hines Real Estate Account #1

Hines Real Estate Inv Trust (HINES) — Int/Div

Roth IRA Account #1

DFA Tax-Advantaged Core Equity 11 Fund (DFTCX) — Int/Div — Buy

134 — Distribution

Trustee (Director), College of Idaho/non-profit liberal arts college

Liability — Colby College — Tuition

Liability — Tufts University School of Medicine — Tuition

Spouse's income — 2012 — Stoel Rives--salary and bonus

As detailed in last year's report, all positions (which were not closed) from TD Ameritrade CSDN #1, were transfered into TD Ameritrade Taxable Account #2

122!

22

(Line 78) on 7;

2011, and therefore are not shown in this year's report.