Joseph A. Diclerico jr

What was filed

408
investments
3
positions
2
gifts
0
agreements
0
debts
0
reimbursements
1
income
1
spouse income

Named parties

Trusts VIII and XV
Mayhew Program
Little Lake Sunapee Protective Association
[FPRETEE
Trust VIII - Trustee and Executor Fees
Erm = a TE Bl Trust

As filed

R86. — Buy (add'l)

Brokerage Accounts #1 and #1A — Int/Div

Sh. Com. AT&T — Sold

Sh. Com. Alacatel Lucent — Sold (part)

Sh.Com. Bristol-Meyers Squibb — Sold

Sh. Com. Coca-Cola Co.

Sh. Com. Comcast — Sold

Sh. Com. Exxon Mobil — Sold

Sh. Com. General Electric — Sold (part)

Sh. Com. Zimmer Holdings — Sold

Sh. Com. The Phoenix Companies, Inc — Sold

Sh. Com. Vittus Investment Partners Inc — Sold

Wells Fargo Adv. Bk. Dep. ‘Sweep Prg

Dodge & Cox FDS Int'l Stk FD — Buy

Evergreen Asset Assocation FD Cl (see line 15) — Buy

7/19/10 name chg to Wells Fargo Adv Asset Alloc FD Adm CL)

Fairholme FDS Inc — Buy

Franklin Fed. Tax Free Income Fund Advisory CL — Buy

Franklin Fed. Tax Free Income Fund Advisory CL — Sold

IVA Worldwide Fund Class I — Buy

Oppenheimer Dev. Mkts. CLy — Buy

T Rowe Price Tax Free Income Fund — Buy

T Rowe Price Tax Free Income Fund — Sold

T Rowe Price Tax Free Short Intermediate Fund — Buy

T Rowe Price Tax Free Short Intermediate Fund — Sold

FPA FDSTR Crescent Portfolio INSTL CL SHS — Buy

FPA FDSTR Crescent Portfolio INSTL CL SHS — Buy (add'l)

Vanguard Specialized Portfolios Dividend Growth FD — Buy

FPA New Income Inc- — Buy

Rowe T Price Short Term BD FD Inc — Buy

IRA Brokerage Acct #2 — Int/Div

American Funds: Amer. Bal. Fnd. CLC

IRA Brokerage Acct. #3 — Int/Div

American Funds: Amer. Bal. Fnd. Cl. C — Sold

American Funds:Capital Income Builder Fund — Sold

US Gov't Securities Fund Class C — Sold

American Funds: Bond Fund of America Class C — Sold

Loomis Sayles Strategic Income Fund Cl-y — Buy

PIMCO FDS Pacific Invt. MGMT Serv Total Return FD — Buy

PIMCO All Asset END Instl CL — Buy

Brokerage Account #4 — None

NH St. Cap. App. Col. Svgs Zero 7/15/11

NH St. Col. Svgs Zero Coup Bnd (2) 8/1/10 — Redeemed

NH St. Col. Svgs. Zero Coup. Bnd 7/1/10 — Redeemed

Puerto Rico Pub. Impt.G.O. Zero Coup. Bnd. 7/1/11

NH St. Col. Svgs Zero Coup. Bnd 9/01/11

NH St. Col. Svgs. Zero Coup. Bnd 7/01/13

University PR Rev. Zero Coup. Bnd 6/01/10 — Redeemed

University PR Rev. Zero Coup. Bnd (6/01/12)

NH St. Cap. Impt. Col. Svgs. Zero Coup Bnd 7/01/15 — Buy (add'l)

PR Comwlth. Hwy & Transn. Auth. Zero Coup. Bnd 7/1/15 — Buy

University PR Rev. Zero Coup. Bnd 6/1/13 — Buy

Brokerage Account #5 — Int/Div

Sh. Com. Community Bancorp

Sh. Com. NH Thrift Bankshares

Wells Fargo Adv. Bk. Dep. Sweep Prg

American Funds Money Market Fund Class A — Sold (part)

American Funds Money Market Fund Class A — Sold

Blackrock Global Alloc Global Allocation Instit. — Buy

Blackrock Global Alloc Global Allocation Instit. — Buy (add'l)

American Funds Capital Income Bldr Class Fl . — Buy

American Funds Capital Income Bldr Class Fl . — Buy (add'l)

American Funds Capital World Growth & Inc. Fnd - Class F-1 — Buy

American Funds Capital World Growth & Inc. Fnd - Class F-1 — Buy (add'l)

Dodge & Cox FDS Int'l Stk FD — Buy

Dodge & Cox FDS Int'l Stk FD — Buy (add'l)

R86. — Buy (add'l)

Evergreen Asset Alloc. FD CL 1 (see line 91) — Buy

Name chg to Wells Fargo Alloc FD ADM CL on 7/19/10) — Buy (add'l)

American Funds Int'} Growth & Income FD Class F-1 — Buy

American Funds Int'} Growth & Income FD Class F-1 — Buy (add'l)

Franklin Fed Tax Free Income Fund Advisor CL — Buy

Franklin Fed Tax Free Income Fund Advisor CL — Buy (add'l)

Franklin Fed Tax Free Income Fund Advisor CL — Sold

American Funds Fundamental Invs. Inc Class F-1 — Buy

American Funds Fundamental Invs. Inc Class F-1 — Buy (add'l)

1VA Worldwide Fund Class — Buy

1VA Worldwide Fund Class — Buy (add'l)

American Funds Inc. New World CL F-1 — Buy

American Funds Inc. New World CL F-1 — Buy (add'l)

PIMCO All Asset Funds Inst. CL — Buy

PIMCO All Asset Funds Inst. CL — Buy (add'l)

T Rowe Price Tax Free Income Fund — Buy

T Rowe Price Tax Free Income Fund — Buy (add'l)

T Rowe Price Tax Free Income Fund — Sold

T Rowe Price Tax Free Short Intermediate Fund — Buy

T Rowe Price Tax Free Short Intermediate Fund — Buy (add'l)

T Rowe Price Tax Free Short Intermediate Fund — Sold

FPA FDS TR FPA Crescent Portfolio Instl. CL SHA — Buy

FPA FDS TR FPA Crescent Portfolio Instl. CL SHA — Buy (add'l)

Vangauard Municipal Bond Fund Short Term Portfolio — Buy

Vangauard Municipal Bond Fund Short Term Portfolio — Buy (add'l)

Vangauard Municipal Bond Fund Short Term Portfolio — Sold

Vanguard Specialized Portfolios Dividend Growth FD — Buy

Vanguard Specialized Portfolios Dividend Growth FD — Buy (add'l)

FPA New Income Inc — Buy

Rowe T. Price Short TRM BD FD Inc — Buy

TRUST I (Acct. closed as of 2/28/10) — Int/Div

Manchester NH G.O. Pub. Improvmt. Bnd 1/15 — Distributed

American Funds: Money Market Fund A — Distnbuted

Wells Fargo Adv. Bk. Dep. Sweep Prg — Distributed

Lake Sunapee Bank Account — Closed

TRUST II (Account closed as of 2/28/10) — Int/Div

Well Fargo Adv. Bk. Dep. Sweep Prg. — Distnbuted

American Funds: Money Market Fund A — Distributed

TRUST VIII (Account close as of 2/28/10) — Int/Div

Sh. Com. Community Bancorp — Distributed

Sh. Com. NH Thrift Bankshares — Distributed

NH Mun. Bnd. Bk., Pinkerton Academy due 6/1/13 — Distributed

Portsmouth NH OID due 9/15/18 — Distributed

Wells Fargo Adv. Bk. Dep. Sweep Prg — Distributed

Lake Sunapee Bank Account — Closed

American Funds: Money Market Fund A — Distributed

TRUST IX — Int/Div

Wells Fargo Adv. Bk. Dep. Sweep Prg.

American Funds: Am. High Inc. Muni Bond Fd- A — Sold

Ameri can Funds: Capital World Growth & Income Fd - A

American Funds: Fundamental Investors A — Buy (add'l)

American Funds: New World Fund - A

American Funds: Tax Exempt Bond Fund of America -A — Sold

Sh. Com. Exxon Mobil

Sh. Com. General Electric

American Funds: Intl Growth and Income Fund- A

Anerican Funds - American Mutual Fund A — Buy (add'l)

American Funds: Limited Term Tax Expt Bd. Fd. of America — Sold

American Balanced Fund CL A — Buy

American Funds: Short Term Bd Fd. of Am. Inc. Shs CL A — Buy

TRUST X — Int/Div

Wells Fargo Adv. Bk. Dep. Sweep Prg,

Dodge & Cox Stock Fund

Blackrock Global Alloc. Global Allocation CL A — Buy

Evergreen Equity Trust: Asset Alloc. Fd CL 1 (see line 220)

Name chgd to Wells Fargo Advant. Asset Alloc. FD on 7/19/10

Harbor Fund International Fund Inv. CL — Sold

Hartford Mutual FDS Inc: Capital Appreciation Fund CL-1

Longleaf Partners FDS Trust — Buy

Loomis Sayles Funds: Strategic Income Fund CL-y

IVA Worlwide Fund CL 1 — Buy

Franklin Templeton Mutual GLBL Discovery Fund-Z — Sold

Franklin Tax Free Tr: High Yield Tax Free Incm. Fnd-Class A — Sold

FPA New Income Inc — Buy

PIMCO All Asset FND Inst. CL — Buy (add'l)

PIMCO Unconstrained Bd Fund CL Institutional — Buy

T Rowe Price High Yield Fund — Sold

Rowe T. Price Emerging Markets Stock Fund

Templeton Global Bond Fund - A — Sold

Vanguard Mun. BD FD Limited Term Tax - Exempt — Sold

Fairholme Fund — Buy (add'l)

TRUST X1 — Int/Div

Wells Fargo Adv. Bk. Dep. Sweep Prg,

Fidelity Advisor Daily Money Market Fd US Treasury Port — Sold

American Funds: Capital Income Builder Fund - A

Amencan Funds: Capital World Growth and Income Fund - A — Sold

American Funds: Intemational Growth & Income Fund - A

Amencan Funds: New World Fund Inc. - A

TRUST XI — Int/Div

Wells Fargo Adv. Bk. Dep. Sweep Prg.

Sh Com. Exxon Mobil

Sh Com. General Electric

American Funds: American High Inc. Muni Bond Fund - A — Sold

American Funds: American Mutual Fund A — Buy (add'l)

American Funds: Captial World Growth & Income Fund - A

Amencan Funds: Fundamental Investors -A — Buy (add'l)

American Funds: International Growth & Income Fund - A

American Funds: New World Fund - A

American Funds: Tax Exempt Bond Fund of America - A — Sold

American Funds: Limited Term Tax EXPT Bnd Fnd of America — Sold

American Balanced FD CL A — Buy

American Short Term BD FD Amer Inc Shs. Class A — Buy

TRUST XIII — Int/Div

Wells Fargo Adv. Bk. Dep. Prg,

Fidelity Advisor Daily Money Fund US Treasury Portfolio — Sold

American Funds: Capital Income Builder Fund- A

American Funds: Capital World Growth & Income FD Inc. - A — Sold

American Funds: Intemational Growth & Income Fund - A

American Funds: New World Fund - A

TRUST X1V — Int/Div

Wells Fargo Adv. Bk. Dep. Prog.

Blackrock Global Alloc. Global Alloc CLA (see line 271) — Buy

exchanged for Instit. Class as of 6/25/10)

Dodge & Cox Stock Fund

Evergreen Equity Trust-Asset Alloc FD CL] (see lines 274-5)

name chg to Wells Fargo Advantage Ass- et

Allocation FD Admin. CL on 7/19/10)

FPA New Income Inc — Buy

Fairholme Fund — Buy (add'l)

Harbor Fund International Fund Inv. CL — Sold

Hartford Mutual Funds Capital Appreciation FD Class 1

Franklin Tax Free Trust - High Yield Tax Free INCM Fund-A — Sold

Longleaf Partners Fund Trust — Buy

1VA Worldwide Fund Class — Buy

Loomis Sayles Fund - Strategic Income Fund CL-Y

Franklin Templeton Mutual GLBL Discovery Fund CL-Z — Sold

PIMCO Unconstrained BD Fund CL Institutional — Buy

PIMCO All Asset END Inst. CL — Buy (add'l)

Rowe T. Price Int'l Funds Emerging Markets Stock Fund

Templeton Global Bond Fund - A — Sold

Vanguard Mun. Bd. FD Limited Term Tax- Exempt Portfolio — Sold

TRUST XV (See Part VIII) — Int/Div

American Funds Money Market Fund Class A — Open

1296, — Sold (part)

1296, — Sold

Sh. Com. Community Bancorp — Open

Sh. Com. NH Thrift Bankshares — Open

NH Mun. Bnd. Bk., Pinkerton Academy due 6/1/13 — Open

Portsmouth NH OID due 9/15/18 — Open

Wells Fargo Adv. Bk. Dep. Sweep Prg. — Open

American Mutual FD Inc. A — Buy

American Mutual FD Inc. A — Buy (add'l)

American Fund Capital Income Bldr CL A — Buy

American Fund Capital Income Bldr CL A — Buy (add'l)

American Fund Capital World Growth & Income FD Inc. Class A — Buy

American Fund Capital World Growth & Income FD Inc. Class A — Buy (add'l)

Amencan Fund Europacific Growth FD Class A — Buy

Amencan Fund Europacific Growth FD Class A — Buy (add'l)

American Fund Fundamental Investors Inc. Class A — Buy

American Fund Fundamental Investors Inc. Class A — Buy (add'l)

American Fund New World Fund Class A — Buy

American Fund New World Fund Class A — Buy (add'l)

Blackrock Global Alloc. Global Allocation Instit. — Buy

Blackrock Global Alloc. Global Allocation Instit. — Buy (add'l)

Dodge and Cox EDS Intl Stk FD — Buy

Dodge and Cox EDS Intl Stk FD — Buy (add'l)

Fairholme FDS Inc — Buy

Fairholme FDS Inc — Buy (add'l)

IVA Worldwide Fund Class 1 — Buy

IVA Worldwide Fund Class 1 — Buy (add'l)

Longleaf Partners FDS Sh. Ben Int. — Buy

Longleaf Partners FDS Sh. Ben Int. — Buy (add'l)

Oppenheimer Dev. MKTS CL y — Buy

Oppenheimer Dev. MKTS CL y — Buy (add'l)

T. Rowe Price New Era Fund — Buy

T. Rowe Price New Era Fund — Buy (add'l)

Third Avenue International Value Fund Institutional Class — Buy

Third Avenue International Value Fund Institutional Class — Buy (add'l)

FPA FDS TR FPA Crescent Portfolio Instl CL SHS — Buy

FPA FDS TR FPA Crescent Portfolio Instl CL SHS — Buy (add'l)

Wells Fargo Advan FDS-Asset Assoc FD ‘Adm CL (see line 410) — Buy

on 7/19/10 name chg from Evergreen Asset (cont. line 411) — Buy (add'l)

Asset Allocation FD CL 1) — Buy (add'l)

Miscellaneous

Ledyard Bank Accounts — Int/Div

Lake Sunapee Bank Account — Int/Div

Property[” TTT NH (See Part viID — None

Rental Property - Beaufort Cty, SC (See Part VIII) — Rent

Trustee, Trusts VIII and XV

Trustee, Mayhew Program

4, Director, Little Lake Sunapee Protective Association

Gift — [FPRETEE — Use of barn to store boat (See Part VIII) — $780.00

Gift — Use of boathouse to dock boat (See Part VIII) — $2,500.00

Income — 1/12/10 — Trust VIII - Trustee and Executor Fees — $5.000.00

Spouse's income — 2010 — Erm = a TE Bl Trust

United States District Court

District of New Hampshire

Chambers of

JOSEPH A. DiCLERICO, JR.

55 Pleasant Street, Room 400

District Judge

Concord, New Hampshire 03301-3938

603-226-7746

April 12, 2011

Honorable Bobby R. Baldock, Chair

Committee on Financial Disclosure

Administrative Office of the U.S. Courts

One Columbus Circle, N.E.,

Suite 2-301

Washington,

D.C.

20544

Re: Amendment to 2009 Financial Disclosure Report

Dear Judge Baldock:

The following amendments are made to my 2009 Financial

Disclosure Report:

1

In Part VII,

Page 5,

line 21, insert the following

asset:

Column

American Funds Money Market Fund

Class A

Column

B(2)

None

Column

c(1)

0

Column

C(2)

T

In Part VII,

Page 5,

insert new line 212A and

add the following:

Column A:

As of 7/10/09 American Fund US Treasury

Money Fund Class A merged into American

Funds Money Market Fund Class A