Skip to content

Judicial Watch • Joseph A DiClerico Jr Financial Disclosure Report for 2009

Joseph A DiClerico Jr Financial Disclosure Report for 2009

Joseph A DiClerico Jr Financial Disclosure Report for 2009

Page 1: Joseph A DiClerico Jr Financial Disclosure Report for 2009

Category:Financial Disclosure

Number of Pages:15

Date Created:November 9, 2013

Date Uploaded to the Library:November 13, 2013

Tags:Joseph A DiClerico Jr, diclerico, Sweep, fargo, wells, Joseph, money, DOJ, funds, American, trust, 2009, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


File Scanned for Malware

Donate now to keep these documents public!

  • demand_answers

See Generated Text   ˅

Autogenerated text from PDF

nepor,.Required the l~thics Govermnent Act 1978 
FOR CALENDAR YEAR 2009 Person Reporting (last name, :first, middle initial) Cour~ Organization Date Report  
DiClerico, Jr., Joseph  United States District Court District New Hampshire  5/4/2010 Title (Axfiele III judges indicate active ,senior stalus;magistrate judges indicate full- parl-time)  5a. Report Type (check appropriate type) Nomination, Date Reporting Period 1/1/2009  
District Judge Senior Status lnitlat Annual Final 12/31/2009  

5b. Amended Report Chambers Office Address the basis oflhe information contained this Report and any
modifications pertaining thereto, is, opinion, compliancewith applicable laws and regulations. Pleasant Street, Room 400 Concord, 03301 
Reviewing Officer 	Dale 
IMPORTANT TES: The instructions accompanying this form mast followed. Complete all parts, checking the NONE box for each part where you have reportable information. Sign last page. POSITIONS. ~.~o,~ indi,,idual onl2,; seepp. 9-13 filing instructions.) ~--~ NONE (No reportable positions.) 
POSITION 	NAME ORGANIZATION/ENTITY
 Trustee 	Trust VIII 
Executor 	(See Part VIII) 
Trustee 	Trust (See Part VIII) 

II. AGREEMENTS. (Reporting individual nab,; see l,p. 14-1~ filing 
_~. 	NONE (No reportable agreements.) DATE_ PARTIES AND TERMS 
rPe~o~ Reporting Date Report DiClerico, Jr., Joseph 
III.
 NON -INVESTMENT INCOME. r~epo,nng ~iv~aa~ a,~ spouse; see 7-24 fi~ng ins~u~o~.)
 Fliers Non-lnvestment Income 
NONE ~ro reportable non-investment income..) SOURCE T~E ~COME 
(yours, not spouses) Spouses Non-lnvestment Income -~f yoa we~ married during ant, portion the reporKng year, complete this sectiog 
 :Dollar amount not required e.zceptfor honoraria.) 

NONE No reportable non-investment income.) 
DATE SOURCE AND TYPE 

IV. REIMBURSEMENTS ..... "portatlon, Iodging, faod, 
(Include.? ~hose spouse and dependent children: see ,up. 25-27 filing instructions.) 

NO~qE (No reportable reimbursements.) 
SOURCE DATES LQCATION PURPOSE ITEMS PAID PROVIDED 
Name Person Reporting FINANCIALpage DISCLOSURE REPORT DiClerico, Jr..j Joseph  Date Report 5/412010  NONE reportable g~s3  DESC~TION  VAL~  
VI. LIABILITIES. a.c~aes those o/,,o,~e ~.a dependent children: see pp. 32-33 filing instructions.) [-~ NONE (No reportable Babiliti~.) CREDITOR DESCRIPTION  VALUE CODE  

Reporting 	Date Repurt Name ..... DiCierico, Jr., Joseph 
VII. INVESTMENTS and TRUSTS ....... ~.e, ,..,~.cao.. a~cl,~es ,hose sro.s~ ~,~ ae~e~ ~e~ ~4-~0 ~1~o~.~ NONE reportable income, assets, transactions./ 
Descfip~on Assets ~come dtmng Gross value end Tr~saclions d~ng ~ing pe~ (incl~iag ~st a~ets) reposing period ~ing ~2~ 
~lace "(X)" aft~ eac~ ~s~t A~oun~ (e.g.. Value Value exempt ~om ~or di~logn~e Code div,. ren~ C~e MOhod buy, ~id~3, Code C~e buy~/~ller 	Sh. Com. ATT Divided 	
Sh. Com. Alacatcl Lucent None 	
Sh. Co:to. Brisiol-Meyers Squibb Dividend 
Sh. Com, Coea-Cola Co. Dividend 	
Sh. Com. Comeast Dividend 	
Sh. Com. Community Bancorp Dividend 
Sh. Com. Exxon Mobil Dividend 	
Sh. Com. General Electric Dividend 	
Sh. Com. Thrift Bm~kshares Dividend 

10. 
Sh. Com. Zimmer Holdings None Sh. Com. The Phoenix Companies, Inc. None 

12. 	
Phoenix Mutual Life Ins. Co. Life Dividend 
Insurance 

13. 	
IRA, Brokerage Acct American Funds: Dividend 
Amer. Bal. Fnd, C1. 

14. 	
IRA Brokerage Acct. lnt./Div. 

15. 	
-American l:unds: Amer. Bal. Fnd. CI. 

16. 	
-American Funds:Capital Income Builder 
Fund 

17. 	
-US Govt Seeuriti~ Fund Class Ingome Gain Code*: -$1,000 less $1.00 $2,500 =$2,501 $5,000 =$5,001 $15 (~O $15 ~001 $50,000 (See ColuT"~as and rM) -$50.001 $10~.000 -$100,001 000.000 Ill :$1.000,001 $5.000.000 ]12 =More 1hart $5.000,000 Value Codes "$15,000 less =$15.001 $50.000 =$50,091 $100.000 =$100.001 $250.000 Column,a and "$250.001 $500,000 =$500.001 $1,~)0,900 =$1,000,~01 $5,000,000 =$5.000,001 -$25.000,000 =$25.000.001 $50.000.000 =More than 550.000.009 Value Method Codes =Appraisal =Co~t (Real Es~te Only) =Assessment =C~sh Market (See Column C2) ~Book Value =Other =Estimated 
Name Person Reporting 	Date Report 
VII. INVES TMENTS and TRUSTS ~eome, ~,~,,, ....cno~ (Includes those spouse and dependent children; see pp. $4-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets (including taust assets) Place "(X)" after each asset exempt from prior disclosure Income during reporting period (1) (2) Amount Type (e.g.,Code div,, rent, (A-H) int.) Gross value end reporting period (l) (2) Value Value Code Method (J-P) Code (Q-W)  (l) Type (e.g., buy, sell, redemption) Transactions during reporting period (2) (3) (4) Date Value Gain mm/dd!yy Code Code (J-P) (A-H)  (~) Identity" buyer/seller (if private transaction)  
18. American Funds: Bond Fund America Class  
19.  Wells Fargo Adv. Bk. Dep. Sweep Prg (See Part VIII)  Interest  
20.  Sh. Com. Virtus Investment Partners, Inc.  None  
21.  
22. LIST  
23. Gee. Obl. Zero Coup Bed. Col. SvgsPrg. (2) 8/!/09  None  Redeemed  08/03/09  
24. St. Cap. App. Col. Svgs Zero (Add date: 7/15/i  None  
25. St. Col. Svgs. Zero Coup Bed (2) 8/1/01 (Date Corr 8/1/10)  None  
26.  Ledyard Bank Accounts  Interest  
27. St. Col. Svgs. Zero Coup. Bed 7/I/10  None  
28.  Puerto Rico Pub. lmpt.G.O. Zero Coup. Bnd. 7/I/1  None  
29. St. Col. Svgs Zero Coup. Bed (Add Date 9/01/1  None  
30. St. Col. Svgs. Zero Coup. Bnd (Add Date 7/01/13)  None  
31.  University Rev. Zero Coup. Bed 6/01/10  None  Buy  06/09/09  
32.  University Rev. Zero Coup. Bed (6/01 12)  None  Buy  09/03/09  
33.  Nil St. Cap. lmpt. Col. Svgs. Zero Coup. Bnd 7/01/15  None  Buy 1/16/09  
341
 lneome Gain Codes: -$1,000 loss =$1,001 $2,500 =$2,501 $5,000 =$5,001 $15,000 =$15,001 $50,000 (See Columns and D4) -$50,001 $100,000 =$100,001 $1,000,000 =$1,000,00! $5.000,000 =More than $5,000,000
 Yolue Codes =$15,000 less =$15,001 $50,000 =$50,001 $100,000 =$100,001. $250,000 

(See Cotunms and D3) =$250,001 -$500,000 =$500,001 $1,000,000 =$1,000,001 $5,000,000 =$5,000,001 $25,000,000 =$25,000,001 $50,000,000 ~More tha~ $50,000,000
 Value Method Codes =Appraisal =Cost (Rear Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other =Eslimated 

NameofPerson Reporting 	DateofRepurt
VII. INVESTMENTS and TRUSTS -i.eomc, v~, ~a.,~o.~ Clna~d~ ,ho~. o/~ro~ ~nd ~r~.~., children; see pp. 34-60 filing instructions.) 
--] NONE (No reportable income, assets, transactions.) 	B,C.: 
Description Assets Income during Gross value end Tra~zaetions during reporting period (including trust assets) reporting period .... reporting period 
(1) (2) (1) (2) (1) (2) (3) (4) (5) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value exempt from prior disclosure Code div., rent, Code Method buy, sell, mmld,.vy Cod~ Code buyer/seller 
(A=H) int.) (J-P) Code(Q.W)3 
35. 	
LIST 

36. 	
Lake Sunapee Bank Account Interest 

37. 	
Property,S: l~:l (See Part VIII None 

38. 	
Rental Property Beaufort Cty, (See Parl Rent 

39. 

40. 	
TRUST Im.iDiv. 

41. 	
-Manchester G.O, Pub. lmprovmt. Bnd 
7/1/15 

42. 	
-American Funds: Money Market Fund 
(see line 43) 

43. 	
(Formerly Treasttry Money Fund 
America 

44. 	
-Wells Fargo Adv. Bk. D:ep. Sweep Prg 

45. 	
-Lake Sunapee Bank Account 

46. 

47. 	
TRUST Int./Div. 

48. 	
-NH Municipal Bnd. 8115/19 Redeemed 08/17/09 

49. 	
-Well Fargo Adv. Bk. Dep. Sweep Prg. 

50. 	
-American Funds: Money Market Fund 
(see line 51) 

51. 	
(Formerly Treasury Money Fund 
Alnerica Income Gain Codes: ~$1,000 less =$1,001 $2,500 =$2,501 $5,000 =S5,001 $15,000 =$15,001 $50,000 (S~ Columns and D4) =$50.001 $100,000 =$100,001 $1,000,000 =[1,000,001 $5,000,000 =Mere lhan $5,000,000 Value Cod~. -$15,000 less =$15,001 $50,000 =$50,001 $100,000 =$t00,00! $250,000 	(See Columrts and D3) =$250,001 $500,000 C =$500,001 $1,0~),000 =$1,000,001 $5,000,090 =$5,000.001 $25.0~J,000 =$25,000,001 $50,000,000 .P4 ~More than $50,000,000 Vatu~ ldethod Code~ =Appraisal ~Cost IReal Estate Only) =Assessment =C~sh Market 
(See Column (72) ~Bc~k Value ~S)~her =Estimated 

r~me Person Reporting 	Date Reporl

5/4/2010 
VII. INVESTMENTS and TRUSTS 
NONE (No reportable income, assets, transactions.) Description A~se~ Income du6~ G~ss value end "Ir~ctions d~ing repo~ng pe~od (including ~st asse~) ~ing p~iM 
Place "(X)" each ~sset Amour Tyse (e.g., Value Value T}~ (e.g., Date Value Ga~ tdenti%" exempt from prior disclosure C~e div., rent, Code Method buy, sell, ~id~ Code C~e buyer!seller (A-H) int.) (J-P) C~de3 ~edemption) {J-P) (A-H) pri~t 
52. 	
-GE Capful Financial Inc. Redeemed 08/20/09 

53. 	
-Wachovia Bank Account Interest Redeemed 08/07/09 

54. 
55. 	
TRUST (Account Closed 2/28/09) 

56. 	
-AG Edwards Bank Deposit Program Open 01/05/09 

57. 	
Redeemed 01/06/09 

58. 	
-Waehovia Securities: Cash Holding Acct. Closed 02~04/09 

59. 

60. 	
TRUST V!ll Int./Div. 

61. 	
-Sh. Com. Community Bancorp 

62. 	
-Sh. Com. Tl~ifl Bankshares 

63. 	
-NH Mun. Bad. Bk., Pinkertor! Academydue 6/1/13 

64. 	
-Portsmouth OlD due 9/I 5/18 

65. 	
-Wells Fargo Adv. Bk. Dep. Sweep Prg. 

66. 	
-Lake Sunapee Bank Account 

67. 	
-American Fnnds: Money Market Fund (see line 68) 

68. 	
(Formerly Treasury Money Fund America Income Gain Codes: -$1,000 less =$1,001 $2,500 =$2,501 $5,000 =$.5,001 $15,000 ~$15,001 $50,000 (Se~ Columns and 04/ -$50.001 100,000 =$100,001 $1,00~,000 =$1,000,001 $5,000,000 =More than $5,000,0(10
 Valuo Codes -$15,000 less -$15,001 $50,000 ~$50,001 $100,000 ~$I00,001 $250,0(10 

(Sec Columns and 03) ~$250,001 -$500,000 =$500,001 $1,000,000 =$1,000,001 $5,000,000 ~$5,000,001 $25,000,000 -$25,000,001 $50,000,000 ~Mo~e than $50,000,000
 Value Method Codes :~Appraisal =Cost (Real Estate O~ly) =Assessment =Cash Marl~et 
(See Column C2) -Book Value =Other ~Estimated DiClerico, Jr. Joseph 
VII. INVESTMENTS and TRUSTS ~o,~e, ~a~e, rr,,~,~,io~ a.a.d~. ,ho~, ,,~ ~,~; ~4.60 
NONE ~to reportable income, assets, transactions$ 
D~scription Asse~ Gross value T~fion~ during r~o~ng (including ~s~ asses) offering ~i~ rep~ng 
 (19 (2) 	(I) (2) (I)  (2) (3) (4) P~ace "~" ae~ each ~set Amour (e.g., V~ue Value T~e (e.g., Date Va~ue Ga~ exempt ~om prior disclosure C~e div., renk C~e Method buy, sell, ~d~5~ C~e Code (A-H) int) (J-P) Cede r~emption) (J-P) (A-H)
(Q-~ 
69. 

70. 	
TRUST Int./Div, 

-Wells Fargo Adv. Dep. Sweep Prg.
Bk.
71. 

72. 	
-American Funds: Am. High lne. Muni Buy 07/06!09 
Bond (addl) 

73. 	
-American Funds: Capital World Growth Buy 07/06/09 
Income (addl) 

74. 	
-American Funds: Fundamental Investors -Buy 07/06/09 (addt) 

75. 	
-American Funds: New World Fund Buy 07/06/09 
(addl) 

76. 	
-American Funds: Tax Exempt Bond Fund Buy 07/06/09 America (addl) 	-Fidelity Advisor Daily Money Fund Sold 09/08109 
Treasury Portfolio 

78. 	-Sh. Com. Exxon Mobil 
79. 	
-Sh. Corn, GeneralElectric 

80. 	
-American Funds: Intl Growth Income Buy 07/06/09 
Fund (add!) 

81. 	
-American Funds: American Mutual Fund-Buy 07/06/09 (addl) 

82. 

83. 	
TRUST Jnt./Div. 

84. 	
-Wells Fargo Adv, Bk. Dep. Sweep Prg. 

85. 	
-Fidelity Advisor Daily Money Fund Sold 09/08/09 Treasury Portfolio
 Income Gain Codes: =$1.000 less =$1.001 $2.500 =$2.501 $5.000 =$5.001 $15.000 
(See Columns and D4) =$50.~01 $100.000 ~$100.001  $1.000.000 Ill =$1.009.001 $5.0..30.01)0 ~More tl~n $5.000.000
 Value Codes =$15.000 less =$15 001 $50.000 =$50.1Y31 $1O0.0t)0 =$10tl.801 

(See Columng and D3) =$250.001 $500.000 =$500.0(11 $1.000.000 =$1.000.001 $5.009.000 =$5.000.001 =$25.000.001 $50.000.000 =More ~han
 Value Method Code~ =Appraisal =Cost (Re~[ Estate Only) =A~--ssment --Cash Market 
(See Column C2) ~Book Va],e =Other =Estimaed 

Date Report 
5!4/2010 
(5) 

]d~nfi~ buyer!~ller (if private ~ansaction) =$15.001 $50.000 
Name PersonReporting 	D~te Reporl
FINANCIALDISCLOSURE REPORT Page DiCledco, Jr., Joseph 5/4/201o 
NONE (No reportable income, assets, transactions.) 	B.C.[ 
Description Assets Inoome during Gross value end Transactions d~ring re, porting pexiod trust assets) reporting period reporti~ag 
Place "(X)" after each asset Amount Type (e.g., Value Value T3~pe (e.~.,~ Date Value Gain Identitw o" exempt from prior disclosure Code div., rent, Code Method buy, sell, !mm/dd/yy Code Code buyerisdler (A-H) int.) (J-P) C~d r~dsmplion) (J-P) (A-H) (if private 
................................(Q-W)~ transaction) 

86. 	
-Dodge Cox Stock Fund 

87. 	
-Evergreen Equity Trust: Asset Allocation Sold 05/13/09 Fund- 

88. 	
-Evergreen Equity Trust: Asset Allocation Buy 05/13/09 Fd, 

89. 	
Buy 07/06109 (Addl) 

90. 	
-Harbor Fund International Fnnd Inv. 

91. 	
-Hartford Mutual Funds Capital Sold 05/13/09 Appreciation Fund 

92. 	
-Hartford Muttml FDS lnc: Capital Buy 05/13/09 Appreciation Fund CL- 

93. 	
-LongleafPartners FDS Trust Buy 07/06/09 

94. 	
-Loomis Sayles Funds Strategic Income Sold 05/I 3/09 Fund 

95. 	
Loomis Sayles Funds: Strategic Income Buy 05/13/09 Fund CL-y 

96. 	
Bny 07/06/09 -(AddJ) 

97. 	
-Franklin Templcton Mutual GLBL Buy III 3/09
Discovery Fund-Z 

98. 	
-Franklin Tax Free Tr: High Yield Tax Free Buy ~5/13/09 
them. Fnd-C}ass 

~9. 	-Oppenheimer Rochester National Muni Sold 05/13/09 

I00: 	-Pimco Funds: Pacific Invst Mgm~ Ser All Sold ,05/! 3/09 
Asset Fund 

101.
 -PIMCO All Asset FND lnsl. 	Buy 05/] 3/09 

102. 	
Buy 07/06/09 (addl) Income Gain Codes: =$1,0~*0 less -$1,00l $2,500 -52,501 $5.000 (S~ Colu~s and "$50,~1  $1~,~ ~Sl00,~l  $I,~,~0 =51,~,~1 ~0,~ H2=Mo~ ~an ~5.~,~ 
(See CoI~u~ and D3) -$250,~1 $500,000 =$5~,~I $1,~,000 ~$1,000,~1 $5,~0,0~ =$5,000,001 $~5,~,~ 
(S~ Column C2) =B~k Value ~)thcr =Estimated .... fPerson Reporting 	Date Report
NONE reportable income, assets, o-ansactions.) B.C. 
De~pfion Income during Gro~ value end Tr~a~tions d~g r~po~ng period 
(including ~st ~se~) re~ng period re~rting peri~ 
Pla~ "(X)" after each ~set Amount T~e (e.g., Value Value T~e (e.g., Date Value Gain ~denti~ div. rent, Code Me~ buy, sell, buyer/seller (A-H) orint.) (J-P) C~e redemption) (J-P) (A-H) (if~i~te (Q-~ .__~ ~nsactio~) 
103. Rowe Price High Yield Fund 

104. Rowe ~ce Emerging M~kets Stock 
Fund 

105.
 :Templeton Global Bond Fund 

106. 	
-Franklin Templemn Mutual S~es Fund Sold 01/13/~ 
Inc.-Z 

107, 	-V~guard Mun. Limit~ Te~ Buy 09/08/09 
Exempt 

108. -Fairholme Fund 	Buy 07/06/09~ 
t09. 
110.
 TRUST tnt./Div. 

111.
 -Wells Fargo Adv. Bk. Dep. Sweep Prg. 

112. 	
-Fidelity Advisor Daily Money Market T~:easury Port 

113. 	
-American Funds: Capitol Income Builder Fund- 

114. 	
-American Funds: Capital World Growth and Income Fund 

115. 	
-American Fnnds: International Growth Income Fund 

116. 	
-American Funds: New World Fund Inc. 

17. 
118. TKUST XI/ Int./Div. t9. -Wells Fargo Adv. Bk. Dep. Sweep Prg. 
~a]ue Codes ~$15,0~ tess ~$15,~1 ,$50,000 =$50,~I I00,0~ =$] 00,~1 $250,0~ =$25,~,~ 550,0~,000 ~t ~o~ than $50,~0,000 
(See Column C2) =B~k Value =~her ~timated 
Date ReportFINANCIALDISCLOSUREREPORT Name Person Reporting 
VII. INVESTMENTS TRU -~o..~. ~,~. ~.,~o,, a~a~#~a, t~o~, o/,,o ..... dependent children; see pp. 34-60 off!ling 
NONE (No reportable income, assets, transactions~) B~C. 
Description As~sets Inco~ne duling Gross value end Tr~cfions dur~g ~ep~ing 

(including ~st ~se~) ~ng ~iod  of~ng 
Place "(X3" each ~set ~o~t Type (e.g., Value Value (e.g., Date Value Gain Idenfi~ exempt ~om p~or disclos~e Code ~v., ren, C~e Me~ buy, sell, ~m~ddiyy~ Code Code buy~/sel]~ (A-H) int.) (J-P) C~e ~d~pfion) (J-P) (A-H) (if private 
120. 	
-Fideli~, Advisor DaiIy Money Fund -US Sold 09/08/09 
Tr~s. Poffolio 

121.
 -Sh Com. Exxon Mobil 

122.
 -Sh Com. GenemI Elec~c 

123.
 -American Fun~: American High Inc. M~i 	Buy 07/06)09 
Bond Fund (addl) 

124.
 -American Funds: American Muatal Fund	Buy 07/06/09 (add~) 

125.
 -American Funs: Captial World Grox~ 

Buy 07/06/09 
Income Fund (addl) 

126. 	
-Amed~n Funds: Fun~en~l Investors Buy 07/06/09 (addl) 

127. 	
-American F~ds: International Gro~ Buy 07/06/09 Income Fund 

(addl) 

128.
 -Amefie~ New World F~d 	Buy 07/06/09 (addD 

129.
 -Ar~fican Fun~: Tax Exempt Bond Fund 

Buy 07/06/~ 
ofAmefi~ (addl) 

130. 	
-Amercm~ Fun~: Limited Te~ EXPT Buy 09/08/09I Bnd Fnd America 

!31. 
132. TRUST XlII Int,/Div. 
133. -Wells ~:argo Adv. Bk. Dep. Prg. 
13~. 	-Fidelity Advisor Daffy Money Fund Treasury. Portfolio 
1~5. 	-American Funds: Capital Income Builder Fund 
136. 	-American Funds: Capita! World Growth Income Inc. Income Ga~rt Codes: -$1,000 Icss =$],001. $2,500 =$2,501 $5,000 ~$5.001 $!3,000 =$15,001 $50,000 (S~e Colulnns and D4) ~$50,001 100,000 100,001 $1,000,000 =$1,000.~0t $5,0~0,000 =More Ihan $5,000,000 V~iluc Codes -$15,000 less 5,001 $50,000 =$50,001 $100,000 ~$100,001 $250,000 
(See Columns anti D3) =$250,001 $500,000 =$500,001 $1,000,000 1:000,001 $5,000,000 =$.5,000,001 $25,090,000 =$25,~5,3.0tq $50,00~,000 "More ~han $50.0~0,000 Value Melhod Codes -Appraisal ~Cost (Re~] ~s~le Only~ ~A.sse.ssment =Czsh Markel (See Column C2) =Book Value =Other ~F~stimated 
Name oflerson Reporting 	Date Repot~

VII. INVESTMENTS and TRUSTS income, votue, .... ~o~ (lnclndes those spouse and dependeat children; see 34-60 offing instructor.) NONE reportable income, assets, transactions.)  
Des~iption Assets  ~come during  G~ss value end  Tr~ctions during ~po~ing p~od  
(~cluding ~st a~ets)  r~o~g p~i~ repo~g peri~  (2)  (2)  (2~  (3)  (4)  (5)  
Place "(~" after each ~s~ exempt ~om prior diselosur~  Amour Code (A-H)  Ty~ (e.g., ~v., ren~ int.)  Valu~ V~ue Code Merh~ (J-P) C~e3 (e.g., buy, sell, ~emption)  Date Value n~id4~yy Code (J-P)  Gain C~e (A-H)  Id~w buyer/sell~ (if~vate  

137. 	
-American F~ds: International Gro~h Income Fund 

138.
 -~nefican Funds: New World Fund 

139. 

140.
 TRUST XIV hat./Div. 

141.
 -Wells Fargo Adv. Bk. Dep. Prog. 

142. 	
-Fidelity Advisor Daily Money Fund 

Sold 09/08/09 Treasury. Portfolio 
143.
 -Dodge Cox Stock Fund 

144. 	
-Evergreen Equity Trust Asset Allocation 

Sold 05/13/09 
Fund 
145. 	-Evergreen Equity Trust Asset Allocatiun 
Buy 05113/09 
146. 	
Buy 07/06/09 (Addl) 

147.
 -Fairholme Fund 

Buy 07/06/09 
148. -Harbor Fund International Fund Inv. 149, -Hartford k4utual Funds Capital 
Sold 05/13/09
Appreciation Fund 150, -Hartford Mutual Funds Capital 
Buy 05/13/09
Appreciation Class I51. -/;ranklin Tax Free Trust High Yield Tax Buy 05/13/0~ 
Free INCM Fund-A 52. ,Longleaf Partners Fund Trust 
Buy 07/06/09 
153. -Loomis Sayles Fund Strategic Income Sold 05;13/09
Fund Income Gain Codes: ~$1,000 I~s -$1,0O $2,506 =$2,501 $5,000 =$5,001 $15,0N.~ =$15.1JOl -~50.0~ 
Date Repert
VII. INVESTMENTS and TRUSTS -inc~me~va~ue~transacti~ns(~nc~ud~v~h~se~fsp~useanddependentc~iMren;seepp.3~-60~fJI~nginstr~s~ 
NONE (No reportable income, assets, transactions.) 
Description Assets Gross value end Transactions during reporting period (including trust assets) reporting period reporting period 
Place "(X)" after each asset iAraountI Type (e.g., Value Value Type (e.g. Date Value Gain Identity exemfftfiompriordlsclosure Code div.,rent, Code2 Method buy, set, Imn~dd-.~cy ?COde2 Code buyer/seller orim.) (J-P) Code3 ~demption) (ifprivate (A-H)!i (J-P) (A-H)I (Q-VO 	transaction) 
154. 	
-Loomis Sayles Fund Strategic Lucome Buy 05/13/09 
Fund CL-Y 

155. 	
-Franktin Templeton Mutual GLBL Buy 01/13/09 
Discovery Fund CL-Z 

156. 	
Buy 07/06/09 (Addl) 

157.
 -Franklin Templeton Muttml Series Fund 

Sold 01/I 3/09 
"i58. -Oppenheimer Rochester National Sold 05/13/09 Municipals 
159. 
160, 	-Pimco FDS Pac Investment Mgrnl Ser. All Sold 05/13/09 Asset Fund 61. -PIMCO All Asset FND hist. 
Buy 05/13/09 
162. 
Buy 07/06/09 (Addl) 
163. Rowe Price Tax Free High Yield Fund 

164. Rowe Price Intl Funds Emerging Market: Stock Fund 

165.
 -Templeton Global Bond Fund 

166. 	
-Vanguard Mun. Bd. Limited Term -Buy 09/08/09 ]Tax-Exempt Portfolio 

167.
 -Wachovia Securities Cash Holding Accounl 

Closed 01/02/09
 Income GaLn Codes: =$1,000 less =$],001 $2,500 =$2~0! $5,000 =$5,001 $15,000 =$15,001 $50)000 (See Col~mns and D4) =$50,001 ~),000 100,001 $1.000.000 =$I,000,001 $5,000,000 H.2 =Mere than $5,000,000
 Value Codes =$15,000 le~ K-$15,001 $50,000 =$50,DOJ $100,000 -~J00,001 $250,000 

(S~e Colt~mns and D3) =$250,001 $500,000 =$500,001 $1,000,009 =$I,000,001 15,000,000 =$5.000,001 .$25,000,000 =$25,000,001 $50,ti)u,~60 =More th~ $50,000,000
 Value Meth~ Codes =Appraisl~l =Cost (Real Estate Only) =Asses.cment =Cash Market (See Cohtmn C~2) ~Book Value "Other =Esfimamd 

5/4/2010 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. an~c~e~, o/R~o~) 
PART POSITIONS: 

PART GIFTS: 
valued premises 7/0~. 
PART VII INVESTMENTS AND TRUSTS: 
Sweep Program. Existing balanecs these discontinued accounts were transferred the Waehovia Program. Next, during 2009, the Waehovia Securities Bank 
Deposit Sweep Program was replaced the Wells Fargo Advisors Bank Deposit Sweep Program. Therefore, any asset listed the 2(108 report Edwards 
Bank Deposit Program will listed this report "Wells Fargo Adv. Bk. Dep. Sweep Prg." unless was closed redeemed while the Edwards Program

was effect, which ease will listed the Edwards Program These account changes have occurred due the fact that Wachovia Corp. purchased 
Edwards and then Wells Fargo Corp., ram, purchased Waehovia Corp. 

Pagc Line 37: Assessed value $90,600. Equalization factor 92.3% (S98,158). DiClerico, Jr., Joseph 
IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance with the provisions U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND x/VILFULLY FALSIFIES FALLS FILE THIS REPORT MAY SUBJECT CIVILAND CRIMINAL SANCTIONS U.S.Co app.  104) 
FILING INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee FinaJJcial Disclosure 
Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544