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Judicial Watch • Joseph A DiClerico Jr Financial Disclosure Report for 2010

Joseph A DiClerico Jr Financial Disclosure Report for 2010

Joseph A DiClerico Jr Financial Disclosure Report for 2010

Page 1: Joseph A DiClerico Jr Financial Disclosure Report for 2010

Category:Financial Disclosure

Number of Pages:33

Date Created:October 17, 2011

Date Uploaded to the Library:November 13, 2013

Tags:Joseph A DiClerico Jr, diclerico, Joseph, funds, American, Gross, 2010, Market, EPA, transactions, IRS, Financial Disclosure, ICE, CIA, income, Judge


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Government Act 1978Rev. ]/2011 
FOR CALENDAR YEAR 2010 U.S.C. app.  101-111) Person Reporting (last name, first, middle initial) Court Organization Date Report 
DiClerico, Jr., Joseph United States District Court District New Hampshire 4/13/201 Title (Article 111 judges indicate active senior status; 	5a. Report Type (check appropriate type) Reporting Period 
magistrate judges indicate full- part-time) Nomination, Date 1/1/2010 District Judge Senior Status Initial Annual Final 
12/31/2010 
5b. Amended Report Chambers Office Address the basis the information contained this Report and any 
modifications pertaining thereto, is, opinion, compliance Pleasant Street, Room 400 

with applicable laws and regulations. 
Concord, 03301 

Reviewing Officer 	Date 
IMPORTANT NOTES: The instructions accompanying this form must fotlowea~ Complete all parts, checking the NONE box for each part where you have reportable information. Sign last page. POSITIONS. Reponing individual only; seepp. 9-13 filing instructions.) 	NONE (No reportablepositions.) POSITION NAME ORGANIZATION/ENTITY Trustee 	Trusts VIII and 
Trustee 	Mayhew Program 
Trustee 	Trust 
Director 	Little Lake Sunapee Protective Association 

1I. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) NONE (No reportable agreements.) DATE PARTIES AND TERMS 

DiClerico, Jr., Josel 

Name Person Reporting Date Report
IlL NON-INVESTMENT INCOME. C.epo.ing individual andspouse; seepp. 17-24 filing instructions.) Filers Non-Investment Income  NONE (No reportable non-investment income.)  
DATE  SOURCE AND TYPE  INCOME  
(yours, not spouses)  
1.1/12/10  Trust Vlll -Trustee and Execuior Fees  $5,000.00 Spouses Non-lnvestment Income -l[you were married during any portion the reporting year, complete this section.  
(Dollar amount not required except for honorarkt.)  NONE (No reportable non-investment income.)  
DATE  SOURCE AND TYPE  
1.2010  
IV. REIMBURSEMENTS -transportation, Iodglng, food, entertainment.  
(Includes those spouse and dependent children." see pp. 25-27 filing instructions.)  NONE (No reportable reimbursements.)  
SOURCE  DATES  LOCATION  PURPOSE  ITEMS PAID PROVIDED GIFTS. anaudes those spouse and dependent children; see pp. 28-31 fillng instructions.) 
NONE (No reportable gifts.)  
SOURCE  DESCRIPTION  
Use boathouse dock boat (See Part VIII)  Use barn store boat (See Part VIII)  

VI. LIABILITIES. anciudes those spouse and depende.t children; see pp. 32-33 fding instructions.) 
NONE (No reportable liabilities.) 
CREDITOR DESCRIPTION 

Date Report 
4/13/201 
VALUE $2,500.00 $780.00 
VALUE CODE 

VII. INVESTMENTS and TRUSTS -income, value, transactions anclades those olspouse and dependent children; see pp. 34-60 filing instructions.) 
NONE (No reportable income, assets, transactions.) 	B.C. 
Description Assets Income during Gross value end Transactions during reporting period (including trust assets) reporting period reporting period 
(1) (2) (2) (1) (2) (3) (4) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd/yy Code2 Code buyer/seller
(A-H) int.) (.l-P) Code redemption) (J-P) (A-H) (if private (Q-W) transaction) 	Brokerage Accounts and #1A Int./Div. 
12. -Sh. Com. ATT 
Sold 04/20/10 -Sh. Com. Alacatel Lucent 	Sold 04/20/10 (part)
 -Sh. Com. Bristol-Meyers Squibb 	Sold 04/20/I 	
-Sh. Com. Coca-Cola Co. 
-Sh. Com. Comcast 	Sold 04/20/10 
-Sh. Com. Exxon Mobil 	Sold 04/20/10 	
-Sh. Com. General Electric Sold 04/20/I (part) 
-Sh. Com. Zimmer Holdings 	Sold 04/20/I 

I0. -Sh. Com. The Phoenix Companies, Inc. 	Sold 04/20/10 -Sh. Com. Vittus Investment Partners Inc. 	Sold 04/20/10 
12. 	
-Wells Fargo Adv. Bk. Dep. Sweep Prg. 

13. 
-Dodge Cox FDS Intl Stk 	Buy 04/23/10 

14. 	
-Evergreen Asset Assocation (see line Buy 04/23/10 
15) 

15. 	
-(7/19/10 name chg Wells Fargo Adv 
Asset Allot Adm CL) 

16. 
-Fairholme FDS Inc. 	Buy 04/23/10 

17. 	
-Franklin Fed. Tax Free Income Fund -Buy 04/23/10 
Advisory Income Gain Codes: 1.000 less 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 1,000,001 $5,000,000 =More than $5,000,000
 Value Codes =$15,000 less =$15,001 $50,000 =$50,001 $100.000 =$100,001 $250,000 

(See Columns 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 than $50,000,000
 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment -Cash Market 
(See Column C2) =Book Value ~Othcr =Estimated 

VII. INVESTMENTS and TRUSTS .... value, transactions (Includes those spouse and dependent children; seepp. 34-60 filing instructlons.) 
---] NONE (No reportable income, assets, transactions.) 	B.C. 
Description Assets Income during Gross value end Transactions 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 Gain Identity exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) (J-p) (A-H) (if private (Q-W) transaction) 
18. 	
Sold 11/19/10 

19. 	
-IVA Worldwide Ftmd Class Buy 04/23/10 

20. 	
-Oppenheimer Dev. Mkts. Buy 04/23/10 

21. Rowe Price Tax Free Income Fund Buy 04/23/10 

22. 	
Sold 1/19/10 

23. Rowe Price Tax Free Short Intermediate Buy 04/23/10
Fund 

24. 	
Sold 11/19/10 

25. 	
-FPA FDSTR Crescent Portfolio INSTL Buy 04/23/10
SHS 

i26. Buy 11/19/10 (addl) 
27. 	
-Vanguard Specialized Portfolios Dividend Buy 04/23/10 
Growth 

28. 	
-FPANewlncome Inc-. Buy 111/19/10 

29. 	
-Rowe Price Short Term Inc. Buy 11/19/10 

30. 

31. 	
IRA BrokerageAcct Dividend 

32. 	
-American Funds: Amer. Bal. Fnd. C1. 

33. 

34. 	
IRA Brokerage Acct. lnt./Div. Income Gain Codes: =$1,000 less =$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 =$1,000,001 $5,000,000 1-12 =More than $5,000,000 
2.Value Codes J=$15,000 loss =$15.001 $50,000 -$50,001 100,000 =$100,001 $250,000 
(See Columns and D3) =$250,001 $500,000 $500.001 $1,000,000 =$1,000,001 $5,000,000 =$5,000,001 $25,000,000 
P3=$25,000,001 $50.000.000 =More Ihan $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value Other =Estimated 

VII. INVES TMEN and TRU -income, value, transactions (Includes those spouse and dependent children; see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end 	Transactions during reporting period 
(including trust assets) reporting period reporting period 
(l) (2) (i) (2) (t) (2) (3) (4) (5) 
Place "(X)" after each asset 	Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity Code
exempt from prior disclosure div., rent, Code Method buy, sell, mm/dd/yy Code2 Code buyer/seller (A-H) int.) (J-P) Code redemption) (J-P) (A-H) (if private (Q-W) transaction) 
35. 	-American Funds: Amer. Bal. Fnd. CI. 
Sold 04/16/10 
36. 	
-American Funds:Capital Income Builder Sold 04/16/10
Fund 

37. 	
-US Govt Securities Fund Class Sold 04/16/10 

38. American Funds: Bond Fund America Sold 04/16/10 
Class 

39. 	
-Loomis Sayles Strategic Income Fund Cl-y Buy 04/20/10 

40. 	
-PIMCO FDS Pacific lnvt. MGMT Serv. Buy 04/20/10 
Total Return 

41. 	
-PIMCO All Asset FND lnstl Buy 04/20/10 

42. 

43. 	
Brokerage Account None 

44. 	
-NH St. Cap. App. Col. Svgs Zero 7/15/11 

45. 	
-NH St. Col. Svgs Zero Coup Bnd (2) 8/I/10 Redeemed 08/02/10 

46. 	
-NH St. Col. Svgs. Zero Coup. Bnd 7/1/10 Redeemed 07/01 

47. 	
-Puerto Rico Pub. lmpt.G.O. Zero Coup. 
Bnd. 7/1/I 

48. 	
-NH St. Col. Svgs Zero Coup. Bnd 9/01/I 

49. 	
-NH St. Col. Svgs. Zero Coup. Bnd 7/01/13 

50. 	
-University Rev. Zero Coup. Bnd Redeemed 06/01/10 
6/01/10 

51. 	
-University Rev. Zero Coup. Bnd 
(6/0~fl2) Income Gain Codes: =$1,000 less =$1.001 $2,500 =$2,501 $5,000 =$5,001 $15,000 =$15,001- $50.000 (See Colunms ,and D4) =$50,001 $100,000 =$100,001 $1,000~000 =$1,000,001 $5,000,000 =More than $5,000,000
 Value Codes =$15,000 less =$15,001 $50,000 =$50,001 100,000 =$100,001 $250,000 

(See (olumns 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 $50.001).000 =More than $50,000,000
 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessmcnl  =Cash Market 
(Sc Colunm (2) =Book Value ~Othcr =Estimated 

VII. INVESTMENTS and TRU STS -income, value, transactions (Includes those spouse and dependent children; seepp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period (including trust assets) reporting period reporting period 
(l) (2) (1) (2) (1) (2) (3) (4) (5) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) 	Code redemption) (J-P) (A-H) (if private (Q-W) transaction) 
52. 	
-NH St. Cap. Impt. Col. Svgs. Zero Coup. Buy 12/20/10 
Bnd 7/01/15 (addl) 

53. 	
-PR Comwlth. Hwy Transn. Auth. Zero Buy 07/08/10 
Coup. Bnd 7/1/15 

54. 	
-University Rev. Zero Coup. Bnd 6/1/13 Buy 11/23/10 

55. 

56. 	
Brokerage Account Int./Div. 

57. 	
-Sh. Com. CommunityBancorp 

58. 	
-Sh. Com. Thrift Bankshares 

59. 	
-Wells Fargo Adv. Bk. Dep. Sweep Prg. 

60. 	
-American Funds Money Market Fund Clas~ Sold 04/16/10 (pan) 

61. 	
Sold 04/20/10 

62. 	
-Blackrock Global Alloc Global Allocation Buy 04/22/10
lnstit. 

63. 	
Buy 05124/10 
(addl) 

64. 	
Buy 06/22/10 
(addl) 

65. 	
Buy 07/22/10 
(addl) 

66. 	
Buy 08/23/10 
(addl) 

67. 	
Buy 09/22/10 
(addl) 

68. 	
Buy 10/22/10 
(addl) Income Gain C0dcs: =$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 =$1,000,001 $5,000,000 =More than $5,000,000
 Value Codes =$15,01)0 less =$15.1)01 $50,000 =$50,001 $100,000 =$100,001 $250,000 

(See Cohmms 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 than $50,000,000
 Value Method Codes =Appraisal =Cost (Real Eslale Only) =Cash Market =Assessment 
(See Column C2) =Book Value =Eslimalcd =Other 

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see pp. 34-60 fillng instructions.) 
NONE (No reportable income, assets, transactions.) 
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  
(l) (2)  (1) (2)  (i)  (2) (3) (4)  (5)  
Place "(X)" after each asset  Amount Type (e.g.,  Value Value  Type (e.g.,  Date Value Gain  Identity  
exempt from prior disclosure  Code div.. rent,  Code Method  buy, sell,  mm/dd/yy Code Code  buyer/seller  
(A-H) int.)  (J-P) Code (Q-W)  redemption)  (J-P) (A-H)  (if private transaction)  
69.  -American Funds Capital Income Bldr Class  Buy  04/22/10  
70.  Buy  05/24/10  
(addl)  
71.  Buy  06/22/10  
(addl)  
72.  Buy  07/22/10  
(addl)  
73.  Buy  08/23/10  
(addl)  
74.  Buy  09/22/10  
(addl)  
75.  Buy  10/22/10  
(addl)  
76.  -American Funds Capital World Growth Inc. Fad Class F-I  Buy  04/22/10  
77.  Buy  05/24/10  
(addl)  
78.  Buy  06/22/10  
(addl)  
79.  Buy  07/22/10,  
(addl)  
80.  Buy  08/23/10  
(addl)  
81.  Buy  09/22/10  
(addl)  
82.  Buy  10/22/10  
(addl)  
83.  -Dodge Cox FDS Intl Stk  Buy  04/22/10  
84.  Buy  05/24/10  
(addl)  
85.  Buy  06/22/10  
(addl) Income Gain Codes: =$1,000 less =$1,001 $2,500 =$2,501 $5,000 =$5,001 $15,000 =$15.001 $50,000  
(Sce Columns and D4) =$50,001 $100,000 100.001 $1,000,000 =$1,000,001 $5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15.001 $50.000 -$50,001 100,000 =$100,001 $250,000  
(See Columns 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 than $50,000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value Other =Eslimatcd  

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see pp. 34-60 fillng instructions.) 
NONE (No reportable income, assets, transactions.) 
Description Assets (including trust 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 (1) (2) Value Value Code Method (J-P) Code (Q-W~ Type (e.g., buy, sell, redemption)  Transactions during reporting period (2) (3) Date Value mm/dd/yy Code (J-P) (4) Gain Code (A-H)  (5) Identity buyer/seller (if private transaction)  
86.  Buy (addl)  07/22/10  
87.  Buy (addl)  08/23/10  
88.  Buy (addl)  09/22/10  
89.  Buy (addl)  10/22/10  
90. -Evergreen Asset Alloc. (see line 91)  Buy  04/22/I  
91. -(Name chg Wells Fargo Alloc ADM 7/19/10)  Buy (addl)  05/26/10  
92.  Buy (addl)  06/24/10  
93.  Buy (addl)  07/22/10  
94.  Buy (addl)  08/23/10  
95.  Buy (addl)  09/22/10  
96.  Buy (addl)  10/22/10  
97.  -American Funds Intl Growth Income Class F-1  Buy  04/22/10  
98.  Buy (addl)  05/24/l  
99.  Buy (addl)  06/22/I  
100.  Buy (addl)  07/22/10  
101.  Buy (addl)  08/23/10  
102.  Buy (addl)  09/22/10 Income Gain Codes: =$1,000 less =$1,001 $2,500 =$2,501 $5,000 =$5,001 $15,000 :$15,001 $50,000  
(See Columns and D4)  152 =More than $5,000,000 Val Codes =$15,001) less $15,001 $50,000 50,001 $100,000 =$100,001 $250,000  
(See Columns 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 than $50.000,000 Value Method Codes ~Appraisal =Cost (Real Estate Only) =Assessment -Cash Markl  
(See Column C2) ~Book Value =Other =Estimated  

VII. INVES TMENTS and STS -income, vatue, t,a,s~ctions ancludes those olspousc ~.d depende.t children; see pp. 34-60 filing instructions.) 
NONE (No reportable income, assets, transactions.) 
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  
(1)  (2)  (l)  (2)  (l)  (2)  (3)  (4)  (5)  
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  0-P)  (A-H)  (if private  
(Q-W)  transaction)  

103. 

104. 	
-Franklin Fed Tax Free Income Fund Advisor 

105. 

106. 

107. 

108. 

109. 
I10. 

I11. 
Buy (addl)  10/22/10  
Buy  04/22/10  
Buy (addl)  05/24/10  
Buy (addl)  06/22110  
Buy (addl)  07/22/10  
Buy (addl)  08/23/10  
Buy (addl)  09/22/10  
Buy (addl)  10/22/10  
Sold  11/23/10  

112. 	
-American Funds Fundamental Invs. Inc. Class F-I 

113. 
ll4. 

llS. 
116. ll7. 
liB. 
119. -IVA Worldwide Fund Class 
Buy  04/22/10  
Buy  05/24/10  
(addl)  
Buy  06/22/10i  
(addl)  
Buy  07/22/10  
(addl)  
Buy  08/23/10  
(addl)  
Buy  09/22/10  
(addl)  
Buy  10/22/10  
(addl)  
Buy  04/22/10 Income Gain Codes: =$1,000 less =$1,001 $2,500 =$2,501 $5.000 =$5,001 $15,000 =$15,001- $50,000  
(See Columns and D41 =$50,001 100,000 100,001 1.000,000 1,000,001 $5.000,000 =More than $5,000,000 Value Codes $15,000 less =$15,001 50,000 =$50,001 $100.000 =$100,001 $250,000  
(See Columns and D31 =$250.001 $500,000 =$500,001 1,000,000 =$1,000,001 $5,000,000 -$5,000,~01 $25,000,000 =$25,000,001 $50.000,000 More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Eslatc Only) =Asscssmcnt =Cash Market  
(See Column C21 =Book Value =Other =Estimated  

VII. INVESTMENTS and TRUSTS .... e~va~ue~transacti~nsanc~udesth~se~fsp~useanddependentchildren;seepp.34-60~f~linginstructi~ns.) 
NONE (No reportable income, assets, transactions.)  }3.  
Description Assets  Income during  Gross value end  Transactions during  reporting peri  
(including trust assets)  reporting period reporting period  
(l)  (2)  (1)  (2)  (1)  (2)  (3)  (4)  (5)  
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div, rent,  Code  Method  buy, sell,  mm/ddgyy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

120. 	
Buy 05/24/10 (addl) 

121. 	
Buy 06/22/I (addl) 

122. 	
Buy 07/22/10 (addl) 

123. 	
Buy 08/23/I (addl) 

124. 	
Buy 09/22/10 (addl) 

125. 	
Buy 10/22/10 (addl) 

126.
 -American Funds Inc. New World F-I 	Buy 04/22/10 

127. 	
Buy 05/24/10 (addl) 

128. 	
Buy 06/22/10 (addl) 

129. 	
Buy 07/22/10 (addl) 

130. 	
Buy 08/23/10 (addl) 

131. 	
Buy 09/22/10 (addl) 

132. 	
Buy 10/22/10 (addl) 

133.
 -PIMCO All Asset Funds Inst. 	Buy 04/22/10 

134. 

Buy 05/24/10 (addl) 

135. 	
Buy 06/22/10 (addl) 

136. 	
Buy 07/22/l (addl) Income Gain Codes: =$1,000 less =$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 1,000,001 5,~00,000 =More than $5,000,000 Value Codes =$15,000 less $15,001 $50,000 =$50,001 $100,000 =$100,001 $250,000 
(Scc Columns and D3) =$251),001 $500,000 =$500,001 $1,000,000 1,000,001 $5,000,000 =$5,000,001 $25,000,000 =$25.000,001 -P4 =More than $50,000,000 Value Method Codes =Cost (Real Estate Only) =Cash Market =Appraisal =Assessment (Sc Column ~Book Vahlc Olhcr =Estimated 
VII. INVES TMEN and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see pp. 34-60 filing instructions.)  NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  
(i)  (2)  (l)  (2)  (i)  (2)  (3)  (4)  (5)  
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  
137.  Buy  08/23/10  
(addl)  
138.  Buy  09/22/10  
(addl)  
139.  Buy  10/22/10  
(addl)  
140. Rowe Price Tax Free Income Fund  Buy  04/22/10  
141.  Buy  05/24/10  
(addl)  
142.  Buy  06/22/10  
(addl)  
143.  Buy  07/22/10  
(addl)  
144.  Buy  08/23/10  
(addl)  
145.  Buy  09/22/10  
(addl)  
146.  Buy  10/23/10  
(addl)  
147.  Sold  11/23/10  
148. Rowe Price Tax Free Short Intermediate Fund  Buy  04/24/10  
149.  Buy  05/24/10  
(addl)  
150.  Buy  06/22/I  
(addl)  
151.  Buy  07/22/10  
(addl)  
152.  Buy  08/23/10  
(addl)  
153.  Buy  09/22/10  
(addl) Income Gain Codes: =$1.000 less =$1,001 $2.500 =$2,501 $5,000 =$5,001 $15,000 =$15,001 $50.000  
(See Colunms and D4) =$50,001 $100,000 =$100,001 $1,000,000 =$1,000,001 $5,000,000 =More than $5,000,000 Value Codes $15.000 less $15,001 50,000 =$50.001 100.000 00,001 $250,000  
(See Cohlmns and D3) =$250,001 $5~0.000 =$500,001 $1.000,000 =$t.0O0,001 $5,000,000 =$5,000,001 $25,000,000 =$25,000.1)111 $50.000.000 -More than $50.000,000 Value Method Codes   =Appraisal =Cost (Real Estate Only) =Asscssment =Cash Market  
(See Column (2) =Book Value =Other =Estimated  

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see pp. 34-60 of:ling instruction~) NONE(No reportable income, assets, transactions.) 
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  
(l)  (2)  (1)  (2)  (1)  (2)  (3)  (4)  (s)  
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

154. 	
Buy ,10/23/10 (addl) 

155. 	
Sold 1/23/10 

156. 	
-FPA FDS FPA Crescent Portfolio Instl. Buy 04/22/10 KCL SHA 

157. 	
Buy 05124/10 (addl) 

158. 	
Buy 06/22/10 (addl) 

159. 	
Buy 07/22/10 (addl) 

160. 	
Buy 08/23/10 (addl) 

161. 	
Buy 09/22/10 (addl) 

162. 	
Buy 10/22/10 (addl) 

163. 	
Buy 11/23/10I (addl) 

164. 	
-Vangauard Municipal Bond Fund Short Buy 04/22/10 Term Portfolio 

165. 	
Buy 05/24/10 (addl) 

166. 	
Buy 06/22/10 (addl) 

167. 	
Buy 07/22/10 (addl) 

168. 	
Buy 8/23/10 (addl) 

169. 	
Buy 09/22/10 (addl) 

170. 	
Buy 10/22/10 (addl) Income Gain Codes: =$1,000 less =$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 =$1,000,001 $5,000,000 ore than $5,000,000
 Value Codes =$15,000 less =$15,001 $50,000 =$50.001 $100,000 =$100,001 $250,000 

(See Columns 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 than $50,000,000
 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market (See Colunm C2) =Book Value Othor =Estimated 

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see pp. 34-60 filing instructions.)  NONE (No reportable income, assets, transactions.) Description Assets (including trust 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 (1) (2) Value Value Code Method (J-P) Code (Q-W)  (1) 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)  (5) Identity buyer/seller (if private transaction)  
171.  Sold  11/23/10  
172.  -Vanguard Specialized Portfolios Dividend Growth  Buy  04/23/10  
173. 174. 175. 176.  Buy (addl) Buy (addl) Buy (addl) Buy (addl)  05/24/10 06/22/10 07/22/10 08/23/10  
177. 178. 179. -FPA New Income Inc.  Buy (addl) Buy (addl) Buy  09/22/10 10/22/10 11/23/10  
180. -Rowe Price Short TRM Inc.  Buy  11/23/10  
181.  
182. TRUST (Acct. closed 2/28/10)  Int./Div.  
183. -Manchester G.O. Pub. Improvmt. Bnd 7/1/15 184. -American Funds: Money Market Fund  Distributed Distributed  02/05/10 02/05/10  
185. -Wells Fargo Adv. Bk. Dep. Sweep Prg  Distributed  02/05/10  
186. -Lake Sunapee Bank Account  Closed  02/01/10  
187. Income Gain Codes: (See Columns and D4) Value Codes (See Columns and D3) Value Method Codes (See Colunm C2) =$1,000 less =$50.001 100,000 $15,000 less =$250,001 $500,000 =$25,000.001 $50,000.000 =Appraisal =Book Value =$1.001 $2,500 =$100,001 $1,000,000 $15,001 50,000 =$500,001 $1,000,000 =Cost (Real Estate Only) TOther =$2,501 $5,000 =$1,000,001 $5,000,000 =$50,001 $100,000 =$1,000,001 $5,000,000 =More than $50,000,000 =Assessment =Estimated =$5,001 $15,000 =More than $5,000,000 100,001 $250,000 =$5,000,001 $25,000.000 =Cash Market =$15,001 $50,000  

VII. INVES TMENTS and STS -income, voluc, transactions anciudcs those olspouse ond dependent children; see pp. 3,1-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions durin  reporting period  
(including trust assets)  reporting period reporting period  
(1)  (2)  (1)  (2)  (l)  (2)  (3)  (4)  (5)  
Place "(x)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

188.
 TRUST (Account closed 2/28/i Int./Div. 

189.
 -Well Fargo Adv. Bk. Dep. Sweep Prg. 	Distributed 02/05/10 

190.
 -American Funds: Money Market Fund 	Distributed 02/05/10 

191. 

192.
 TRUST VIII (Account close 2/28/10) Int./Div. 

193.
 -Sh. Com. Community Bancorp 	Distributed 02/05/I 

194.
 -Sh. Com. Thrift Bankshares 	Distributed 02/05/10 

195. 	
-NH Mun. Bnd. Bk., Pinkerton Academy Distributed 02/05/10 due 6/1/13 

196.
 -Portsmouth OlD due 9/15/18 	Distributed 02/05/10 

197.
 -Wells Fargo Adv. Bk. Dep. Sweep Prg. 	Distributed 02/05/10 

198.
 -Lake Sunapee Bank Account 	Closed 02/05/10 

199.
 -American Funds: Money Market Fund 	Distributed 02/05/I 

200. 

201.
 TRUSTIX 	 Int./Div. 

202.
 -Wells Fargo Adv. Bk. Dep. Sweep Prg. 

203. 	
-American Funds: Am. High Inc. Muni Sold 05/25/10 Bond Fd- 

204. 	
-American Funds: Capital World Growth Income Income Gain Codes: 1,000 less 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 =$1,000,001 $5,000,000 =More than $5,000,000
 Value Codes =$15,000 less =$15,001 $50,000 =$50,001 100,000 100~001 $250.000 

(See Columns and D3) =$250.001 $500,000 =$500.001 $1,000,000 =$1,000,001 $5,000,000 -$5,000,001 $25,000,000 =$25,000,0t)1 $50,000,000 -More ~han $50,000,000
 Value Method Codes =Appraisal =Cost (Real Estate Only) =Cash Market =Assessment (See Column C2) ~Book Value =Other =Estimated 

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see pp. 34-60 filing instructions.) 
NONE (No reportable income, assets, transactions.) 	B.C. 
Description Assets Income during Gross value end Transactions during reporting period (including trust assets) reporting period reporting period 
(l) (2) (I) (2) (l) (2) (3) (4) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from prior disclosure 	Code div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller(A-H) int.) (J-P) 	Code redemption) (J-P) (A-H) (if private (Q-W) transaction) 
205. 	
-American Funds: Fundamental Investors -Buy 05/25/10 (addl) 

206.
 -American Funds: New World Fund 

207. 	
-American Funds: Tax Exempt Bond Fund Sold 1/18/10 America 

208.
 -Sh. Com. Exxon Mobil 

209.
 -Sh. Com. General Electric 

210. 	
-American Funds: Intl Growth and Income Fund -Anerican Funds American Mutual Fund Buy 05/25/10 (addl) 
212. 	
-American Funds: Limited Term Tax Expt. Sold 11/18/10 Bd. Fd. America 

213.
 -American Balanced Fund 	Buy 11/18/10 

214. 	
-American Funds: Short Term Fd. Buy 11/18/10 Am. Inc. Shs 

215. 

216.
 TRUST lnt./Div. 

217.
 -Wells Fargo Adv. Bk. Dep. Sweep Prg. 

218.
 -Dodge Cox Stock Fund 

219. 	
-Blackrock Global Alloc. Global Allocation Buy 05/25/10CL 

220. 	
-Evergreen Equity Trust: Asset Alloc. (see line 220) 

221. 	
-Name chgd Wells Fargo Advant. Asset Alloc. 7/19/10 ncomc 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 1,000,001 $5,000,000 =More than $5,000,000
 Value Codes =$15,000 less =$15,001 $50,000 =$50,001 $100,000 =$100,001 $250.000 

(See Columns 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 than $50,000,O00 
Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value ~Othcr =Estimated 

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see pp. 34-60 filing instructions.) NO!4E (No reportable income, assets, transactions.) 
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  
(1)  (2)  (l)  (2)  (l)  (2)  (3)  (4)  (~)  
Place "(X)" after each asset exempt from prior disclosure  Amount Code (A-H)  Type (e.g., div., rent, int.)  Value Code (J-P)  Value Method Code  Type (e.g., buy, sell, redemption)  Date mm/dd/yy  Value Code (J-P)  Gain Code (A-H)  Identity buyer/sefter (if private  
(Q-W)  transaction)  

222.
 -Harbor Fund International Fund Inv. 	Sold 05/25/10 

223. 	
-Hartford Mutual FDS Inc: Capital Appreciation Fund CL-1 

224.
 -LongleafPartners FDSTrust 	Buy 05/25/10 

225. 	
-Loomis Sayles Funds: Strategic Income Fund CL-y 

226.
 -IVA Worlwide Fund 	Buy 05/25/10 

227. 	
-Franklin Templeton Mutual GLBL Sold 05/25/10 Discovery Fund-Z 

228. 	
-Franklin Tax Free Tr: High Yield Tax Free Sold 05/25/10 Incm. Fnd-Class 

229.
 -FPA New Income Inc. 	Buy 11/18/10 

230.
 -PIMCO All Asset FND Inst. 	Buy 05/25/10 (addl) 

231. 	
-PIMCO Unconstrained Fund Buy 05/25/10 Institutional 

232. Rowe Price High Yield Fund 	Sold 05/25/10 

233. 	
-Rowe Price Emerging Markets Stock Fund 

234.
 -Templeton Global Bond Fund 	Sold 05/25/10 

235. 	
-Vanguard Mun. Limited Term Tax Sold 11/18/10 

-Exempt 

236.
 -Fairholme Fund 	Buy 05/25/I (addl) 

237. 

238.
 TRUST lnt./Div. Income Gain Codes: =$1,000 less =$1.001 $2,500 =$2,501 $5,000 =$5,001 -$15,000 =$15.001- $50,000 (See Columns and D4) F=$50,001 -$100,000 100.001 $1,000,000 =$1,000,001 5,000,000 =Momthan $5,000,000 
2.Value Codes J=$15.000 less K=$15,001 $50,000 $50,001 $100,000 M=$100,001 -$250,000 
(See Columns and D3) =$250.01) $500,000 =$500,001 $1,000,000 1,000,001 $5,000,000 =$5,000,001 -$25,000,000 =$25,0f)0J)01 -$5o,ooo,0on =More than $50,000.000 Value Method Codes =Appraisal -Cost (Real Estate Only) =Assessment =Cash Markcl (See Column C2) =Book Value Other =Estimalcd 
VII. INVESTMEN and TRUSTS -income, ,,alue, transactions anctuaes tl, ose spouse ana aepenaent cl, it,tren; see pp. 34-60 fillng instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  
(l)  (2)  (1)  (2)  (11  (2)  (3)  (4)  (5)  
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

239.
 -We!Is Fargo Adv. Bk. Dep. Sweep Prg. 

240. 	
-Fidelity Advisor Daily Money Market Sold 05/25/10US Treasury Port 

241. 	
-American Funds: Capital Income Builder Fund 

242. 	
-American Funds: Capital World Growth Sold 05/25/10 and Income Fund 

243. 	
-American Funds: International Growth Income Fund 

244.
 -American Funds: New World Fund Inc. 

245. 

246.
 TRUST Xll 	lnt./Div. 

247.
 -Wells Fargo Adv. Bk. Dep. Sweep Prg. 

248.
 -Sh Com. Exxon Mobil 

249.
 -Sh Com. General Electric 

250. 	
-American Funds: American High Inc. Muni Sold 05/25/I Bond Fund -American Funds: American Mutual Fund -Buy 05/25/10 (addl) 
252. 	
-American Funds: Capital World Growth Income Fund 

253.
 -American Funds: Fundamental Investors 

Buy 05/25/10 (addl) 
254. 	
-American Funds: lntemational Growth Income Fund 

255.
 -American Funds: New World Fund Income Gain Codes: =$1,000 less =$1.001 $2,500 =$2,501 $5,000 =$5,001 $15,000 =$15,001 $50.000 (See Columns and D4) =$50.001 $100.000 I00,001 $1.000,000 =$1,000,001 $5,000,000 =More than $5,000,000
 Value Codes =$15,000 less $15.001 $50.000 -$50,001 100.000 100.001 $250,000 

(,See Colum~. (71 and D3) ~$250,0OI $500,000 =$500.00 $1,000,000 -$.000,001 $5,O00,000 =$5,000,0Ot $25,000,000 =$25.000,O(11 $50.000.000 -More than $50,000,000
 Value Mclhod Cndcs =Cost (Real Estale Only) =Cash Market =Appraisal =Assessment (See Column C2) -Other =Book Value =Estimated 
Name Person Reporting 	Date Report

4/13/2011 
VII. INVES TMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; seepp. 34-60 filing instructions.) 
NONE (No reportable income, assets, transactions.) 
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  
(])  (2)  (1)  (2)  (2)  (3)  (4)  (5)  
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  nansaction)  

256. 	
-American Funds: Tax Exempt Bond Fund Sold 11/18/10 America 

257. 	
-American Funds: Limited Term Tax EXPT Sold 11/18/10 Bnd Fnd America 

258.
 -American Balanced 	Buy 11/18/10 

259. 	
-American Short Term Amer Inc. Buy 11/18/10 MShs. Class 

260. 

261. 	
TRUST Xlll lnt./Div. 

262. 	
-Wells Fargo Adv. Bk. Dep. Prg. 

263. 	
-Fideliu Advisor Daily Money Fund Sold 05/25/10 MTreasury Portfolio 

264. 	
-American Funds: Capital Income Builder Fund 

265. 	
-American Funds: Capital World Growth Sold 05/25/10Income Inc. 

266. 	
-American Funds: International Growth Income Fund 

267. 	
-American Funds: New World Fund 

268. 

269.
 TRUST XIV lnt./Div. 

270.
 -Wells Fargo Adv. Bk. Dep. Prog. 

271. 	
-Blackrock Global Alloc. Global Alloc. Buy 05/28/10 CLA (see line 271) 

272.
 -(exchanged for Instit. Class 6/25/10) Income Gain Cedes: =$1,000 less =$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 =$1,000,001 $5,000,000 =More than $5,000,000 Value Codes $15,000 less =$15,001 $50,000 =$50,001 100,000 100,001 $250,000 (See Columns and D3) =$250.001 -$500,t~)0 =$500.001 $1,000,000 =$1,000,001 $5,000,000 P2 =$5,000,001 $25,000,000 =$25,000,001 $50.000,000 =More than $50,000,000 Value Method. Codes =Appraisal ~Cost (Real Estate Only) =Cash Market =Assessment {See Column C2) =Book Valac ~Estimatcd ~Othcr 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 	B.C. 
Description Assets Income during Gross value end 	Transactions during reporting period 
(including trust assets) reporting period reporting period 
(1) (2) 	(l) (2) (l) (2) (3) (4) (s) 
Place "(X)" after each asset 	Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity Code
exempt from prior disclosure div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller (A-H) int.) (J-P) 	Code redemption) (J-P) (A-H) (if private (Q-W) transaction) 
273.
 -Dodge Cox Stock Fund 

274. 	
-Evergreen Equity Trust-Asset Alloc 
CLI (see lines 274-5) 

275. 	
-(name chg Wells Fargo Advantage Asset 

276. 	
-Allocation Admin. 7/19/10) 

277.
 -FPA New Income Inc. 

Buy i/18/10 
278.
 -Fairholme Fund 	Buy 05/25/10 
(addl) 

279.
 -Harbor Fund International Fund Inv. 	Sold 05/25/10 

 280. 	-Hartford Mutual Funds Capital 
Appreciation Class 

1281. 	-Franklin Tax Free Trust -High Yield Tax 
Sold 05/25/10
Free INCM Fund-A 
1282. -Longleaf Partners Fund Trust Buy 05/25/10 

283.
 -IVA Worldwide Fund Class 	Buy 05/25/10 

284. 	
-Loomis Sayles Fund -Strategic Income 
Fund CL-Y 

285. 	
-Franklin Templeton Mutual GLBL Sold 05/25/10 
Discovery Fund CL-Z 

286. 	
-PIMCO Unconstrained Fund Buy 05/25/10 
Institutional 

287. 	
-P1MCO All Asset FND Inst. Buy 05/25/10 
(addl) 

288. 

289. Rowe Price Tax Free High Yield Fund 	Sold 05/25/10 Income Gain Codes: ~$1,000 less =$1,001 $2,500 =$2,501 $5,000 =$5,001 $15,000 =$15,001 $50,000 (See Columns and 50,001 100,000 100,001 1,000,000 1,000,001 $5,000,000 ore than 5,000,000
 Value Codes =$15,000 less =$15,001 $50.000 =$50,001 $100,000 100,001 $250,000 

(See Columns and D3) ~$250,001 $500,000 =$500.00 1,000,000 =$1,000,001 $5,000,000 =$5,000,001 $25,1~)0,000 =$25,000,001 $50,000.000 =More than $50,000,000
 Value Method ~Sodcs =Appraisal ~Cost (Real Estate Only) =Cash Market =Assessment 
(Scc Column C2) =Other ~Book Value =Estimated 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; seepp. 34-60 filing instructlon~) 
NONE (No reportable income, assets, transactions.) 
Description Assets 	Income during Gross value end Transactions 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 Gain Identity exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) (J-P) (A-H) (if private (Q-W) transaction) 
290. 	-Rowe Price Intl Funds Emerging Markets Stock Fund 
291.
 -Templeton Global Bond Fund 	Sold 05/25/10 

292. 	
-Vanguard Mun. Bd. Limited Term Tax-Sold 11/18/10 MExempt Portfolio 

293. 

294. TRUST (See Part VIII) 	Int./Div. 
-American Funds Money Market Fund Class
295. 	Open 02/05/I 
296. 	
Sold 04/16/10 (part) 

297. 	
Sold 05/24/I (part) 

298. 	
Sold 06/21/10 (part) 

299. 	
Sold 07/22/I (pan) 

300. 	
Sold 08/23/I0 (part) 

301. 	
Sold 09/22/10 (part) 

302. 
Sold 10/22/10 
303.
 -Sh. Com. Community Bancorp 	Open 02/05/I 

304.
 -Sh. Com. Thrift Bankshares 	Open 02/05/10 
305. 	
-NH Mun. Bnd. Bk., Pinkerton AcademyOpen 02/05/10 Mdue 6/1/13 

306.
 -Portsmouth OlD due 9/15/18 	Open 02/05/I Income Gairt Cedes: =$1,000 less =$1.001 $2.500 =$2,501 -$5,000 =$5.001 $15.~30 =$ 5,OOI $50.0~0 (See Columns 131 and 194) =$50.001 $100,000 =$100.001 $1.000.000 =$1.000,001 $5,000,000 =Mere than $5,000.000
 Value Codes =$15.000 less =$15.001 $50.000 =$50.001 $100,000 $100.001-$250,000 

(See Columns 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 than $50.000.000
 Value Method Codes =Appraisal =Cost (Real Estale Only) =Assessmem Cash Market 
(See Column C2) :Other =Book Value =Estimated 
VII. INVESTMEN and TRU STS -income, value, transactions (Includes those spouse and dependent children; seepp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during  reporting period  
(including trust assets)  reporting period reporting period  (2)  (1)  (2)  (2)  (3)  (4)  (5)  
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int,)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

307.
 -Wells Fargo Adv. Bk. Dep. Sweep Prg. 	Open 02/05110 

308.
 -American Mutual Inc. 	Buy 04/16/10 

309. 	
Buy 05/24/10 (addl) 

310. 	
Buy 06/22/10 (addl) 

311. 	
Buy 07/22/10 (addl) 

Buy 08/23/10 
312. 
(addl) 
313. 	
Buy 09/22/10 (addl) 

314. 	
Buy 10/22/10 (addl) 

315. 
-American Fund Capital Income Bldr 	Buy 04/16/10 

316. 	
Buy 05/24/10 (addl) 

317. 	
Buy 06/22/10 (addl) 

318. 	
Buy 07/22/10 (addl) 

319. 	
Buy 08/23/10 (addl) 

320. 	
Buy 09/22/10 (addl) 

321. 	
Buy 10/22/10 (addl) 

322. 	
-American Fund Capital World Growth Buy 04/I 6/10 Income Inc. Class 

323. 	
Buy 05/24/10 (addl) Income Gain Codes: =$1.000 less =$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 =$1,000,001 $5,000,000 =More than $5,000,000 Value Codes =$15.000 less $15.001 $50,000 =$50.001 100,000 100.001 $250.000  
(See Columns and D3) =$250.001 $500.000 ~$500.001 $1.000,000 1,000,001 $5,000,000 =$5,000,001 $25,000,000 =$25.000.01) $50.000.000 =More than $50.000,000 Value Method Codes =Appraisal =Co~t (Real Estate Only) =Assessment =Cash Market  
(See Colunm C2) =Book Value Other =Estimated  

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see pp. 34-60 fillng instructions.) 
NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during  reporting period  
(including trust assets)  reporting period reporting period  
(i)  (2)  (1)  (2)  (i)  (2)  (3)  (4)  (5)  
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mnddd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

324. 	
Buy 06/22/l (addl) 

325. 	
Buy 07/22/10 (addl) 

326. 	
Buy 08/23/10 (addl) 

327. 	
Buy 09/22/10 (addl) 

328. 	
Buy 10/22/10 (addl) 

329. 	
-American Fund Europacific Growth Buy 04/15/10 Class 

330. 	
Buy 05/24/10 (addl) 

331. 	
Buy 06/22/10 (addl) 

332. 	
Buy 07/22/10 (addl) 

333. 	
Buy 08/23/10 (addl) 

334. 	
Buy 09/22/10 (addl) 

335. 	
Buy 10/22/10 (addl) 

336. 	
-American Fund Fundamental Investors Inc. Buy 04/16/10 Class 

337. 	
Buy 05/24/10 (addl) 

338. 	
Buy 06/22/10 (addl) 

339. 	
Buy 07/22/10 (addl) 

340. 	
Buy 08/23/10 (addl) Income Gain Cedes: =$1 ,I)OO tess =$1,OOt $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 =$1,000,001 $5,000,000 =More than $5,000,000
 Value Codes $15,000 tess $15,001 $50,000 =$50,001 $100,000 (30,001 $250,000 

(See Columns and D3I =$250.001 $500,1}00 =$500.001 $1,000,000 =$1,000,001 $5,000,000 =$5,000,001  $25,000,000 =$25,000,001 $50.000,000 -More than $50,000,000
 Value Mclhod Codes =Appraisal =Cost (Real Estate Only) =Assessment :Cash Market (See Column C2) =Other =Book Value =Estimated 
VII. INVESTMENTS and TRUSTS -i.come, value, transactions (Includes those spouse and dependent children; seepp. 34-60 fillng instructions.)  NONE(No reportable income, assets, transactions.)  
Description Assets  lncome during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  
(l)  (~)  (2)  (2)  (3)  (4)  (s)  
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code2  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

341.  Buy (addl)  09/22/10  
342.  Buy (addl)  10/22/10  
343. -American Fund New World Fund Class  Buy  04/I 6/I  

344. 

345. 

346. 

347. 

348. 

349. 

350. 	
-Blackrock Global Alloc. Global Allocation Instil. 

351. 

352. 

353. 

354. 

355. 

356. 

357.
 -Dodge and Cox FDS lntl Stk 

Buy  05/24110  
(addl)  
Buy  06/22/10  
(addl)  
Buy  07/22/10  
(addl)  
Buy  08/23/10  
(addl)  
Buy  09/22/10  
(addl)  
Buy  10/22/10  
(addl)  
Buy  04/22/10  
Buy  05/24/10  
(addl)  
Buy  06/22/10  
(addl)  
Buy  07/22/10  
(addl)  
Buy  08/23/10  
(addl)  
Buy  09/22/10  
(addl)  
Buy  10/22/I  
(addl)  
Buy  04/22/10 Income Gain Codes: =$1.000 less =$1,001 $2,500 =$2,501 $5,000 =$5,001 $15,000 =$15,001 $50,000 See Columns and 50,001 100,000 $100.001 1.000,000 1,000,001 5,000,000 ore lha $5,000,000 Value Codes =$15.000 less =$15,001 $50,000 =$50.001 100,000 =$100,001 $250,000  
(See Colunms and D3) ~$250,001 $500,000 =$500,001 $1,000,000 =$1,000.001 $5,000,000 =$5,000,001 $25,000,000 Value Method Codes =$25.000.001 $50.000.000 ~Appraisal Cost (Real Estate Only) =More than $50,000,000 =Assessment =Cash Market  
(Scc Column C2) ~Book Value Other =Estimated  

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; seepp. 34-60 f!llng instructions.)  NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  
(1)  (2)  (1)  (2)  (1)  (2)  (3)  (4)  (5)  
Place "IX)" after each asset exempt from prior disclosure  Amount Code  Type (e.g., div,, rent,  Value Code  Value Method  Type (e.g., buy, sell,  Date mm/dd/yy  Value Code  Gain Code  Identity buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (.l-P)  (A-H)  (if private  
(Q-W)  transaction)  
~58.  Buy  05/24/1  
(addl)  
t59.  Buy  06/22/I  
(addl)  
360.  Buy  07/22/1  
(addl)  
361.  Buy  08/23/10  
(addl)  
362.  Buy  09/22/1  
(add0  
363.  Buy  10/22/1  
(addl)  
364. -Fairholme FDS Inc.  Buy  04/22/10  
365.  Buy  05/24/!  
(addl)  
366.  Buy  06/22/10  
(addl)  
367.  Buy  07/22/10  
(addl)  
368.  Buy  08/23/I  
(addl)  
369.  Buy  09/22/I  
(addl)  
370.  Buy  10/22/10  
(addl)  
371.  -IVA Worldwide Fund Class  Buy 04/22/10  
372.  Buy  05/24/10  
(addl)  
373.  Buy  106/22/10  
(addl)  
374.  Buy  07/22/10  
(addl)  

I.Income Gain Codes: =$1,000 less  B=$1,001 $2,500 =$2,501 $5,000  D=$5,001 -$15.000 =$15,001- $50,000  
(See Columns and D4)  F~$50,001 $100,000  G=$ 100,001 $1,000,000 =$1,000,001 $5,000,000 =More San $5,000,000 Value Codes =$15,000 less =$15,001 $50.000 =$50,001 $100,000  M=$100,001 -$250,000  
ISce Columns and D3I =$250,001 $500,000  O=$500,001 $1,000,000 1,000,001 5,000,000  P2=$5,000,001- $25,000,000 =$25,000,001 -$50,000.000 -More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estalc Only) =Assessment =Cash Markct  
IScc Column C2) =Book Value =Other =Estimated  

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; seepp. 34-60 filing instructions.) 
NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during  reporting period  
(including trust assets)  reporting period reporting period  
(1)  (2)  (1)  (2)  (I)  (2)  (3)  (4)  (5)  
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

375. 	
Buy 08/23/10 (addt) 

376. 	
Buy 09/22/10 (addl) 

377. 	
Buy 10/22110 (addl) 

378.
 -Longleaf Partners FDS Sh. Ben Int. 	Buy 104/22/10 

379. 	
Buy 05/24/10 (addl) 

380. 	
Buy 06/22/10 (addl) 

381. 	
Buy 07/22/10 (addl) 

382. 	
Buy 08/23/10 (addl) 

383. 	
Buy 09/22/10 (addl) 

384. 	
Buy 10/22/10 (addl) 

385.
 -Oppenheimer Dev. MKTS 	Buy 04/22/10 

386. 	
Buy 05/24/10 (addl) 

387. 	
Buy 06/22/10 (addl) 

388. 	
Buy 07/22/10 (addl) 

389. 	
Buy 08/23/10 (addl) 

390. 	
Buy 09/22/10 (addl) 

391. 	
Buy 10/22/10 (addl) Income Gain Codes: =St,000 less 1,00 $21500 =$2,501 $5,000 =$5,001 $15,000 =$1S,00 $50,000 (See Column 1)4) 50,001 100,000 100,001 1.000,000 1,000,001 $5,000,000 =More than $5,000,000
 Value Codes =$15,000 less =$15,001 $50,000 =$50.001 100.000 100,001 $250,000 

(See Columns 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 than $50,000,000
 Value Method Codes =Appraisal =Cost (Real Estate Only) =Asscssmcnt =Cash Market (See Column C2) =Other =Book Value =Eslimatcd 
VII. INVES TMENTS and STS -i,come, value, ,ra,suaions (Inel,des those oI,po,se ond ~epe,aen, children; see pp. 34-60 filing instructions.) 
NONE (No reportable income, assets, transactions.) 
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  
(1)  (2)  (1)  (2)  (1)  (2)  (3)  (4)  (5)  
Place "(X)" after each asset exempt from prior disclosure  Amount Code  Type (e.g., div., rent,  Value Code  Value Method  Type (e.g., buy, sell,  Date mm/dd/yy  Value Code  Gain Code  Identity buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

392.
 -T. Rowe Price New Era Fund 	Buy 04/22/10 

393. 	
Buy 05/24/10 (addl) 

394. 	
Buy 06/22/I (addl) 

395. 	
Buy 07/22/10 (addl) 

396. 	
Buy 08/23/10 (addl) 

397. 	
Buy 09/22/10 (addl) 

398. 	
Buy 10/22/I (addl) 

399. 	
-Third Avenue International Value Fund Buy 04/22/10 Institutional Class 

400. 	
Buy 05/24/101 (addl) 

401. 	
Buy 06/22/10 (addl) 

402. 	
Buy 07/22/101 (addl) 

403. 	
Buy 08/23/10 (addl) 

404. 	
Buy 09/22/101 (addl) 

405. 	
Buy 10/22/10 (addl) 

406. 	
-FPA FDS FPA Crescent Portfolio Instl Buy 04/22/10 SHS 
407. 	
Buy 05/24/10 (addl) 

408. 	
Buy 06/22/10 (addl) Income Gain Codes: =$1.000 less =$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 =$1,000,001 $5,000,000 =More than $5,000,000
 Value Codes =$15,000 less ~$15,001 $50.000 =$50,001 $100,000 =$100,001 $250,000 

(See Columns 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 than $50,000,000
 Value Method Codes =Appraisal ~Cost (Real Estate Only) =Assessment =Cash Market (See Colunm C2) =Book Value Olher =Estimated 

VII. INVESTMENTS and TRUSTS -i.come, vQlae, transactions (Includes those spouse and dependent children; seepp. 34-60 filing instructions.) 
NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during  reporting peri  
(including trust assets)  reporting period reporting period  
(1)  (2)  (1)  (2)  (1)  (2)  (3)  (4)  
Place ,(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  O-P)  (A-H)  (if private  
(Q-W)  transaction)  

409. 	
Buy 07/22/10 (addl) 

410. 	
Buy 08/23/10 (addl) 

411. 	
Buy 09/22/10 (addl) 

412. 	
Buy 10/22/10 (addl) 

413. 	
-Wells Fargo Advan FDS-Asset Assoc Buy 04/22/I Adm (see line 410) 

414. 	
-(on 7/19/10 name chg from Evergreen Buy 05/24/10 Asset (cont. line 411) (addl) 

415. 	
-Asset Allocation Buy 06/24/10 (addl) 

416. 	
Buy 07/22/i (addl) 

417. 	
Buy 08/23/I (addl) 

418. 	
Buy 09/22/10 (addl) 

419. 10122/10 (addl) 

420. 

421.
 Miscellaneous 

422.
 -LedyardBank Accounts lnt./Div. 

423.
 -Lake Sunapee Bank Account Int./Div. 

424. 	
-Property~i~:![~[i~7[ii (See Part None Vlll) 

425. 	
-Rental Properly -Beaufort Cty, (See Rent Part VIii)
 Income Gain Codes: 1.000 Icss =$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 =$1,000,001 $5,000,000 =More flaan $5,000,000
 Value Codes $15.000 less $15,001 $50.000 -$50,001 100,000 -$100,001 $250,000 

(See Columns and D3) =$250,001 $500,000 =$500.1)01 $1,000,000 =$1,000,001 $5,000,000 =$5,000,001 $25,000,000 =$25,000,001 $50.000.000 =More than $50,000,000
 Value Method Codes =Appraisal =Cosl tRcal Estate Only) =Assessment =Cash Market (See Column C2) =Book Value =Other =Estimated 

Name Person Reporting Date Report
VII. INVESTMENTS and TRUSTS -i.come, va~ue, transactions (Includes those spouse and dependent children; seepp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during  reporting period  
(including trust assets)  reporting period reporting period  
(1)  (2)  (1)  (~)  (1)  (~)  (3)  (4)  (s)  
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/ddgyy  Code2  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

Dividend
426. -Phoenix Mutual Life Ins. Co-Life Insurance Income Gain Codes: =$1,000 less ~$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 =$1,000,001 $5,000.000 =More than $5,000,000 Value Codes -$15,01~) less -$15,001 $50,000 =$50,001 $100,OO0 =$100,O01 $250,000  
(See Coluams and I)3) -$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  P4-More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only} =Assessment =Cash Market  
(See Colunm C2) ~l]ook Vahlc =Other =Estimated  

Name Person Reporting Date Report
VIII. ADDITIONAL INFORMATION EXPLANATIONS. a.dlca,epar, ofreport.) 
PART GIFTS 
Due frienship with these individuals, disqualified from presiding over any case involving them their families, and they are not seeking business 

with the court. 

PART VII INVESTMENTS AND TRUSTS 

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. 
Signature: S/Joseph DiClerico, Jr. 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FALLS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544 
United States District Court 
District New Hampshire 

Chambers Pleasant Street, Room 400 JOSEPH DICLERICO, JR. Concord. New Hampshire 03301-3938 District Judge 
603-226-7746 
hpril 12, 2011 

Honorable Bobby Baldock, Chair 
Committee Financial Disclosure 
Administrative Office the U.S. Courts 
One Columbus Circle, N.E., Suite 2-301 

Washington, D.C. 20544 

Re: 	Amendment 2009 Financial Disclosure ReDort 

Dear 	Judge Baldock: 

The following amendments are made 2009 Financial 
Disclosure Report: Part VII, Page line 21, insert the following 
asset: 

Column American Funds Money Market Fund 
Class 
Column B(2): None 
Column C(1): 
Column C(2): Part VII, Page insert new line 21A and 
add the following: 

Column 7/10/09 American Fund Treasury 
Money Fund Class merged into American 
Funds Money Market Fund Class 

DiClerico, Jr., Joseph 

Committee Financial Disclosure 
April 12, 2011 Part VII, Page line 82, insert the following 
asset: 

Column 	American Fund Limited Term Tax Exempt Am. 

Column (i) 
Column (2) 
Column (3) Park VII, 

Column (2) Part VII, 

Column D(1) 
Column D(2) 
Column D(3) 

buy 
9/8/09 

remove 1/13/09 and insert 1/12/09 

Buy (addl) 
7/6/09 

Very truly yours, 

Joseph DiClerico, Jr. 
District Judge