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					February 8, 2012

Isabella Cook
909 First Avenue, Apt. 3
Burlington, VT 03433

Dear Isabella:

Here is your summarized quarterly statement. As you know, we provide this statement to give you a quick
snapshot of your investment portfolio. You should also receive a complete statement from your brokerage
firm.

[Insert Excel worksheet.]

Please call with any questions about your summarized statement.

Sincerely,




Student Name

Certified Financial Planner

				
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