letter to stockbroker requesting current value of portfolio

1234, Main Street
Boston, MA 02123

05 April, 2005

<Recipient Address Goes Here>

Hello,

I am in the process of evaluating my current financial position and would appreciate it if you would provide me with a summary of my account with you, indicating all shares held and their current values. If you feel that this would be a good time to make any changes to my portfolio, I would appreciate your input in this regard.

Thank you for your continuing assistance. I look forward to hearing from you.

Regards,

Robert Anderson

encl: <List of enclosed items goes here>

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