# Joseph A. Diclerico jr > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/13719 ## Record - **Judge:** Joseph A. Diclerico jr - **Year:** 2017 - **Report type:** Annual - **Pages:** 14 ## Text TRUST VIIL(H) 529 Education Svgs Plan Brokerage Acc't #4 — Int/Div — Closed — Part VII American Funds (World) Capital Growth & ne. CL. S29A 529 Education Svgs Plan brokerage Acc't #5 — Int/Div — Closed — Part VII American Funds World Capital Growth Inc. CL $29A Brokerage Account #1 (H) Sh. Com. Coca-Cola Co. — Int/Div Sh. Com. General Electric — Int/Div Wells Fargo Adv. Bk. Dep. Sweep Prg — Interest — Closed — Part VII Goldman Sachs Bank Dep. Sweep Pre — Interest — Open IRA Brokerage Acct #2 (H) Wells Fargo Adv. Bk. Dep. Sweep Pre — Interest — Closed — Part VII Goldman Sachs Bank Dep. Sweep Pre — Interest — Open IVA Worldwide Fund — Int/Div — Sold FPA New Income — Int/Div — Buy IVA Worldwid Fad C1 1 — Int/Div — Buy PIMCO Inc. Fond. Inst. Fnd — Int/Div — Buy Primecap Odyssey Growth Fnd — Int/Div — Buy American Europacific Growth Fad CL F2 — Int/Div — Buy Ishares Core S&P Small Cap ETF — Int/Div — Buy American New Perspective CLF 2 — Int/Div — Buy Oppenheimer Dev. Markets Class Y — Int/Div — Buy Vanguard BD Index FD Inc Total Bd Mkt ETF — Int/Div — Buy Vanguard FISE AILWLD Ex-US ETF — Int/Div — Buy Vanguard Index S&P 500 ETF — Int/Div — Buy IRA Brokerage Acct. #3 (H) Wells Fargo Adv. Bk. Dep. Sweep Pre. — Interest — Closed — Part VII Goldman Sachs Bank Dep Sweep Pre. — Interest — Open PIMCO Income Fund Instit Fd — Int/Div — Buy PIMCO Income Fund Instit Fd — Sold (part) VA Worldwide Fad CLI — Int/Div — Buy Primecap Odyssey Growth Fd — Int/Div — Buy American Europacific Growth Fad CL F2 — Int/Div — Buy shares Core S&P Small Cap ETF — Int/Div — Buy American New Perspective CL F2 — Int/Div — Buy Oppenheimer Dev. Markets Class y — Int/Div — Buy Vanguard Bd. Index Fd Total Bd Market FTF — Int/Div — Buy Vanguard FTSE AILWLD Ex-US ETF — Int/Div — Buy Vanguard Index S&P 500 ETF — Int/Div — Buy PIMCO All Asset FND — Int/Div — Sold (part) JP Morgan TRI Strategic Income OPPTY — Int/Div — Sold Vanguard Fixed Income Secs Fd — Int/Div — Sold (part) Trust (H) Wells Fargo Adv. Bk. Dep. Sweep Pre — Interest — Closed — Part VII Goldman Sachs Bank Sweep Deposit Pre — Interest — Open Dodge & Cox FDS Int'l Stk FD — Int/Div FPA New Income Inc- — Int/Div IVA Worldwide Fund — Int/Div Wells Fargo Adv Asset Alloc FD — Int/Div Oppenheimer Dev. Mkts, — Int/Div FPA FDSTR Crescent Portfolio — Int/Div Wells Fargo FDS Trust Absolute Ret FD — Int/Div JP Morgan TRI Strategic Income OPPTY — Int/Div Vanguard Mun BD FD Inter Term Tax Exempt FDA Admiral Shs. — Int/Div Trust 11 (H) Wells Fargo Adv, Bk. Dep. Sweep Pre. — Interest NH St. Cap. App. Zero Coup. Bnd 6/1/17 — None — Redeemed Manchester NH Redev. Auth. - Zero Coup. Bnd 17120 — None Truste 1 (H) Wells Fargo Adv. Bk. Dep. Sweep Pre. — Interest — Closed — Part VII Goldman Sachs Bk. Dep. Sweep Pre — Interest — Open Sh. Com. Community Bancorp — Int/Div Sh. Com. Bar Harbor Bankshares, formerly Lake Sunapee Bank Group — Int/Div American Funds Capital World Growth & Inc. Fd — Int/Div Dodge & Cox FDS Int'l Stk FD — Int/Div American Funds Int'l Growth & Income FD — Int/Div FPA New Income Inc — Int/Div American Funds Fundamental Invs. Inc Class F-2 — Int/Div IVA Worldwide Fund — Int/Div American Funds Inc. New World — Int/Div Wells Fargo FDS Trust WFA Absolute Return Fad. — None — Sold Wells Fargo Adv. Asset Alloc FD — Int/Div PIMCO All Asset Funds Inst. CL — Int/Div FPA FDS TR FPA Crescent Portfolio Inst! — Int/Div Vanguard Specialized Portfolios Dividend Growth FD — Int/Div Vanguard Mun BD FD Inter Term Tax Exempt FD Admiral Shs. — Int/Div — Sold American Tax Exempt Bod, of Am. F2 — Int/Div — Buy Vanguard FISE All-World Ex-US ETF — Int/Div — Buy Vanguard Mun. Bd Fd Inc Tax Exempt Bd — Int/Div — Buy Vanguard Index S&P S00 ETF — Int/Div — Buy TRLSTIV(H) Wells Fargo Adv. Bk. Dep. Sweep Pre. — Interest — Closed — Part VII Goldman Sachs Bank Dep. Sweep Prg — Interest — Open Sh. Com. Community Bancorp — Int/Div Bar Harbor Bankshares, formerly Lake Sunapee Bank Group — Int/Div American Europacific Growth CL A — Int/Div — Buy American Mutual FD Inc — Int/Div American Funds Int'l Growth and Income Fund — Int/Div — Sold American Fund Fundamental Investors Inc — Int/Div American Fund New World Fund — Int/Div Artisan FDS Inc. International Value Fd — Int/Div Dodge and Cox FDS Int'l Stk FD — Int/Div IVA Worldwide Fund — Int/Div Wells Fargo FDS Trust WFA Absolute Return Fund. — Int/Div Wells Fargo Advan, FDS-Asset Alloc Fd — Int/Div Oppenheimer Dev. MKTS — Int/Div PIMCO All Asset Fad. — Int/Div FPA FDS TR FPA Crescent Portfolio — Int/Div Primecap Odyssey Stock Fund — Int/Div Artisans Partners FDS Inc. Intl, Value FD ADVS Sh — Part VII TRUSTV(H) Wells Fargo Adv, Bk. Dep. Sweep Prg — Interest — Closed — Part VII Goldman Sachs Bank Dep. Sweep Pre — Interest — Open Sh. Com. Exxon Mobil — Int/Div Sh. Com. General Electric — Int/Div IVA Worldwide Fund — Int/Div Wells Fargo FDS Trust Absolute Return Fd. — Int/Div PIMCO All Asset All Auth. — Int/Div FPA Crescent — Int/Div IVA International FD CL1 — Int/Div Vanguard Mun BD FD Inter Term Tax Ex FD — Int/Div TRUST VI(H) American Balanced Fund — Int/Div American Funds - American Mutual Fund — Int/Div American Funds: International Growth and Income Fund — Int/Div American Funds: Fundamental Investors — Int/Div American Funds: New World — Int/Div American Europacific Growth FD — Int/Div Wells Fargo Ad. Bk. Dep. Sweep Pre — Interest — Closed — Part VII Goldman Sachs Bank Dep. Sweep Pre — Interest — Open American Funds: International Growth and Income Fund — Int/Div American Unds: New World Fund — Int/Div Wells Fargo Ad. Bk. Dep. Sweep Pre — Interest — Closed — Part VII Goldman Sachs Bank Dep. Sweep Prg — Interest — Open TRLST VIII(H) Wells Fargo Bk. Dep. Sweep Prem — Interest — Closed — Part VII Goldman Sachs Bank Dep. Sweep Pre — Int/Div — Open Dodge & Cox Stk. FD — Int/Div IVA Worldwide FD — Int/Div — Sold (part) Wells Fargo FDS Tr. WFA Absolute Ret FD — Int/Div Wells Fargo Asset Alloc. FD — None — Sold Oppenheimer Dev. Mkts — Int/Div Pimco All Asset FD — Int/Div FPA Crescent — Int/Div — Sold (part) Vanguard Mun BD Fd Inter Term Tax Exempt FD Admiral Shs, — Int/Div Vanguard Mun BD FD LTD Term Tax Exempt FD Admiral Shs. — Int/Div Vanguard Spec. FD Div. Gr, FD — Int/Div Miscellaneous (H) Ledvard Bank Accounts — Interest Phoenix Mutual Life Ins, Whole Life Insurance — Int/Div Williams College Charitable Gift Annuity — None Trustee, Trust I, Trust 11, and Trust IV Trustee, Mayhew Program Trustee and Secretary, Ausbon Sargent Land Preservation Trust Gift — Dodds Family — Use of boathouse to dock boat (See Part VII) — $2,500.00 Liability — Wells Fargo Advisors — Priority Credit Line Part V - Gifts Page 3, line | - Estimated value, PART VII Investments und Trusts Page 4, line 1; All of listed assets transferred out to third party account, Page 4, line 4: All of listed assets transferred out to third party account. Page 4, line 10; page 4, line 14; page $, line 29: page 6, line 47; page 7, line 65; page 9, line 88: page 10, line 109; page 11, line 127; page 11, line 133; page 12, Tine 137 - The cash in each of these Wells Fargo Bank Deposit Sweep Program accounts was transferred into Goldman Sachs Bank Deposit Sweep Program accounts. Page 10, line 106: In the 2016 report, lines 84 and 93 were inadvertent duplicate entries for the same asset, which appears now in this report at line 106. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13719. Public record. Not legal advice.