# Joseph A. Diclerico jr

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/12981

## Record

- **Judge:** Joseph A. Diclerico jr
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 16

## Text

TRUST XIV — hy
Wells Fargo Adv. Bk. Dep. Prog
Brokerage Accounts #1 and #1 A
Sh. Com. Alacate] Lucent — None — Sold
Sh. Com. Coca-Cola Co. — Int/Div
Sh. Com. General Electric — Int/Div
Wells Fargo Adv. Bk. Dep. Sweep Prg — Interest
Dodge & Cox FDS Intl Stk FD — Int/Div
Wells Fargo Adv Asset Alloc FD Adm CL — Int/Div
Fairholme FDS Inc — Int/Div
VA Worldwide Fund Class — Int/Div
Oppenheimer Dev. Mkts, CL y — Int/Div
FPA FDSTR Crescent Portfolio INSTL CL SHS — Int/Div
Vanguard Specialized Portfolios Dividend Growth FD — Int/Div
FPA New Income Inc- — Int/Div
Rowe T Price Short Term BD FD Inc — Int/Div — Sold (part)
IRA Brokerage Acct #2 — Int/Div
American Funds: Amer. Bal. Fad. C1. C — Sold
Wells Fargo Adv. Bk. Dep. Sweep Pre
IVA Worldwide Fund Class € — Buy
IRA Brokerage Acct, #3 — Int/Div
Wells Fargo Adv. Bk. Dep. Sweep Pre.
Loomis Sayles Strategic Income Fund Cl-y
PIMCO All Asset FND Inst] CL
PIMCO Unconstrained Bd. Fund CL Instit
Brokerage Account 24
Wells Fargo Adv, Bk. Dep. Sweep Pre. — Interest
NH St. Col. Svgs. Zero Coup. Bnd 7/01/13 — None
University PR Rev. Zero Coup. Bnd (6/0112) — None — Redeemed
NH St. Cap. Impt. Col. Svgs. Zero Ci Bnd 70L/1S up — None
NH St Cap. App. Bnd. 6/1/17 — None — Buy
PR Comwlth. Hwy & Transn. Auth. Zero Coup. Bnd 7/1/15 — None
University PR Rev. Zero Coup. Bnd 6/1/13 — None
PR Commwlth. Cap. App. Zero Coup. Bnd T114 — None
Facebook Inc. Shs — None — Buy
Facebook Inc. Shs — Sold
Brokerage Account £5
Sh. Com. Community Bancorp — Int/Div
Sh. Com. NH Thnft Bankshares — Int/Div
Wells Fargo Adv. Bk. Dep. Sweep Prg — Interest
Blackrock Global Alloc Global Allocation Instit, — None — Sold
American Funds Capital Income Bldr Class Fi — Int/Div — Sold
American Funds Capital World Growth & Ine. Fd ~ Class F-1 — Int/Div
Dodge & Cox FDS Intl Stk FD — Int/Div
Wells Fargo Adv. Asset Alloc FD ADM CL — Int/Div
American Funds Int'l Growth & Income FD Class F-1 — Int/Div
American Funds Fundamental lnvs. Inc Class F-1 — Int/Div
IVA Worldwide Fund Class — Int/Div
American Funds Inc. New World CL F-1 — Int/Div
PIMCO All Asset Funds Inst. CL — Int/Div
FPA FDS TR FPA Crescent Portfolio Instl CL SHA — Int/Div
Vanguard Specialized Portfolios Dividend Growth FD — Int/Div
FPA New Income Inc — Int/Div
Rowe T. Price Short TRM BD FD Inc — Int/Div
Franklin Gold & Precious Metals Advisor CL SBI — Int/Div — Buy
Wells Fargo FDS Trust WFA Absolute Return Fuad, Adm. CL — Int/Div — Buy
TRLSTIX — Int
Wells Fargo Adv. Bk. Dep. Sweep Pre.
American Funds: Fundamental Investors A — Distnbuted
IVA Worldwide Fund CLI — Buy (add'l)
American Funds: New World Fund - A — Distnbuted
PIMCO Unconstrained Bd. FD CL Instit — Buy
Sh. Com. Exxon Mobil
Sh. Com. General Electric
American Funds: Int'l Growth and Income Fund - A — Distnbuted
American Funds - American Mutual Fund A — Distributed
PIMCO All Asset All Auth. CLI
American Balanced Fund CL A — Sold (part)
American Balanced Fund CL A — Distnibuted
FPA Crescent Instit. CL — Buy (add'l)
TRLSTX — Int/Div
Wells Fargo Adv. Bk. Dep. Sweep Pre
Dodge & Cox Stock Fund
Blackrock Global Alloc. Global Allocation CLA — Sold
Wells Fargo Advant. Asset Alloc. FD ADM. CL.
Franklin Gold & Precious Metals Advisor CL SBI — Buy
Longleaf Partners FDS Trust
Loomis Sayles Funds: Strategic Income Fund CL-y
IVA Worlwide Fund CL 1
FPA Crescent Instit. CL
FPA New Income Inc — Sold
PIMCO All Asset FND Inst. CL
PIMCO Unconstrained Bd Fund CL Institutional
Rowe T. Price Emerging Markets Stock Fund
Farrholme Fund — Sold
American Funds: International Growth & Income CLA — Distnibuted
American Funds: New World Fund CLA — Distnbuted
Wells Fargo FDS Trust WFA Absolute Return Fund Adm CL — Buy
TRUST XI (Account reopened as of Ish — Int/Div
Wells Fargo Adv, Bk. Dep. Sweep Prg — Open
American Funds: International Growth Klncome CLA — Open — Part VII
American Funds: New World Fund CLA — Open — Part VII
TRLST XN — Int/Div
Wells Fargo Adv. Bk. Dep. Sweep Prg
Sh Com. Exxon Mobil
Sh Com. General Electric
FPA Crescent Instit. CL — Buy (add'l)
American Funds: American Mutual Fund A — Distnbuted
American Funds: Fundamental Investors <A — Distnbuted
American Funds: International Growth & Income Fund - A — Distributed
American Funds: New World Fund - A — Distnbuted
PIMCO Unconstrained BD FD Instit. CL
PIMCO All Asset All Authority Instit, CL
American Balanced FD CL A — Sold (part)
American Balanced FD CL A — Distnbuted
IVA Worldwide FD CLI — Buy (add'l)
TRUST XIII (Account reopened as of 115/12) — Int/Div
Wells Fargo Adv. Bk. Dep. Prg — Open
American Funds: International Growth & Income Fund - A — Open — Part VII
American Funds: New World Fund - A — Open — Part VII
Blackrock Global Alloc. Global Alloc Instit, CL — Sold
Dodge & Cox Stock Fund
Wells Fargo Advantage Asset Allocation FD Admin. CL
FPA New Income Inc
Fairholme Fund — Sold
Franklin Gold & Precious Metals Advisor CL SBI — Buy
FPA Crescent Instit. CL
Longleaf Partmers Fund Trust
IVA Worldwide Fund Class
Loomis Sayles Fund - Strategic Income Fund CL.Y
PIMCO Unconstrained BD Fund CL Institutional
PIMCO All Asset FND Inst. CL
Rowe T. Price Int'l Funds Emerging Markets Stock Fund
American Funds: International Growth and Income CL A — Distnbuted
American Funds: New world Fund CL A — Distnbuted
Wells Fargo FDS Trust WFA Absolute Return Fund, Adm. CL — Buy
TRLST XV — Int/Div
Sh. Com. Community Bancorp
Sh. Com. NH Thrift Bankshares
Portsmouth NH OID due 9/15/18 — Redeemed
Wells Fargo Adv. Bk. Dep. Sweep Prg
American Mutual FD Inc. A
American Fund Capital Income Bldr CL A — Sold
Franklin Gold & Precious Metals Advisor CI1SBI — Buy
Artisan FDS Inc. International Value Fd Inv. Shs, — Buy
American Fund Fundamental Investors Inc Class A
American Fund New World Fund Class A
Blackrock Global Alloc. Global Allocation Instit, — Sold
Dodge and Cox FDS Int'l Stk FD
Fairholme FDS Inc
IVA Worldwide Fund Class — Buy (add'l)
Longleal Partners FDS Sh. Ben Int
Oppenheimer Dev. MKTS CL y
PIMCO All Asset Fuad. Instit. CL — Buy (add'l)
T. Rowe Price New Era Fund
Third Avenue International Value Fund Institutional Class — Sold
FPA FDS TR FPA Crescent Portfolio Inst] CL SHS
Wells Fargo Advan FDS-Asset Alloc FD Adm CL (see line 410)
Wells Fargo FDS Trust WFA Absolute Return Fund, Adm. CL — Buy
TRUST XVI {account opened 11/1/12) — Int/Div
American Funds: Fundamental Investors A — Open — Part VII
American Funds: New World A — Open — Part VII
American Funds: International Growth and Income Fund-A — Open — Part VII
American Funds - American Mutual Fund A — Open — Part VII
American Balanced Fund CL A — Open — Part VII
TRUST XVH (account opened 11/1/12) — Int/Div
American Balanced FD CL A — Open — Part VII
American Funds: American Mutual Fund A — Open — Part VII
American Funds: Fundamental Investors A — Open — Part VII
American Funds: International Growth & Income Fund-A — Open — Part VII
American Funds: New World Fund-A — Open — Part VII
Miscellaneous
Ledvard Bank Accounts — Interest
Lake Sunapee Bank Account — Interest
Rental Property - Beaufort Cty, SC (See Part VIII) — Rent — Sold
Phoenix Mutual Life Ins. Co-Life Insurance — Int/Div
Trustee, Mayhew Program
Trustee, Ausbon Sargent Land Preservation Trust
Director, Little Lake Sunapee Protective Association
Gift — Use of bam to store boat {See Part VII) — $7180.00
Gift — Use of boathouse to dock boat (See Part VII) — $2,500.00
PART V - GIFTS

Page 3, line 1 - Estimated value based on 9/10/10 appraisal by realtor.

Page 3, line 2 - Estimated value based on commercial storage rates (2010).

Due to my frienship with these individuals, | am disqualified from presiding over any case involving them or their families, and they are not seeking to do business

with the court.

PART VII - INVESTMENTS AND TRUSTS

Page 9, Lines 96, 97: These assets were distributed from Trust X and are therefore listed as “open” ruther than "buy."

Page 10, Lines 116, 117: These assets were distributed from Trust XIV and are therefore listed as “open” rather than “buy.

Page 13, Lines 163, 164, 165, 166, 167: These assets were distributed from Trust 1X and are therefore listed as “open” rather than "buy."

Pages 13-14, Lines 170, 171, 172, 173, 174: These assets were distributed from Trust X11 and are therefore listed as "open" rather than "buy"

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/12981. Public record. Not legal advice.
