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*** SAMPLE STATEMENT ***
For informational purposes only

Your Portfolio Value:
Envelope # BABCEJBBPRTLA

INVESTMENT REPORT
July 1 – July 31, 2015

$274,222.20
▲ $21,000.37

Change from Last Period:

John W. Doe 100 Main
St.
Boston, MA 02201

This Period

Year-to-Date

$253,221.83

$232,643.16

Additions

59,269.64

121,433.55

Subtractions
Transaction Costs, Fees & Charges
Change in Investment Value*

-45,430.74
-139.77
7,161.47

-98,912.58
-625.87
19,058.07

$274,222.20

$274,222.20

Beginning Portfolio Value

Ending Portfolio Value**
*

Appreciation or depreciation of your holdings due to price changes plus any distribution
and income earned during the statement period.
** Excludes unpriced securities.

Contact Information
Online
FAST sm Automated Telephone
Private Client Group

Fidelity.com
(800) 544-5555
(800) 544-5704

Welcome to your new Fidelity statement.
Your account numbers can be found on page 2 in the Accounts Included in this
Report section. Your statement also has a new