Your Portfolio Value: 274,222

1 1 of 28 INVESTMENT REPORT July 1 July 31, 2015 John W. Doe100 Main , MA 02201 Envelope # BABCEJBBPRTLAW elcome to your new Fidelity account numbers can be found on page 2 in the Accounts Included in this Report section. Your statement also has a new look and more information. We hope you find the changes beneficial and we look forward to hearing your services provided by Fidelity Brokerage Services LLC (FBS), Member NYSE, SIPC (800) 544-6666. Brokerage accounts carried with National Financial Services LLC (NFS), Member NYSE, PeriodYear-to-DateBeginning Portfolio Value $253, $232, Additions 59, 121, Subtractions-45, , , , Costs, Fees & Charges Change in Investment Value* Ending Portfolio Value** $274, $274, *Appreciation or depreciation of your holdings due to price changes plus any distribution and income earned during the statement period.

2 **Excludes unpriced InformationOnlineFAST sm Automated TelephonePrivate Client (800) 544-5555 (800) 544-5704 $274, Your Portfolio Value: Change from Last Period: $21, ** SAMPLE STATEMENT **For informational purposes only2 of 28 Portfolio SummaryINVESTMENT REPORT July 1 July 31, 2015 PageAccount Type/NameAccount NumberBeginning ValueEnding Value5 GENERAL INVESTMENTS John W. Doe - Individual - TOD111-111111$88, $103, PERSONAL RETIREMENT23 John W. Doe - Traditional IRA222-222222 137, 142, EDUCATION (529) ACCOUNTS29 John W.

3 Doe - Education Account333-333333 27, 28, Total Portfolio $274, Accounts Included in This Report*Includes transfers between Fidelity accounts.**Appreciation or depreciation of your holdings due to price changes plus any distribution and income earned during the statement period.$253, Do more with your funds, pay bills, earn credit card rewards and more. Learn more about the Fidelity Cash Management Account by calling 1-800-FIDELITY or visit fidelit .com/cashmanagementThe Fidelity Portfolio Advisory Service account offers professional money man-agement and access to our proprietary research through model portfolios of mutual funds.

4 Get a complimentary investment proposal by calling Fidelity at 800-544-1766.** SAMPLE STATEMENT **For informational purposes only3 of 28 INVESTMENT REPORT July 1 July 31, 2015 Portfolio Summary (continued)Asset Allocation42% Domestic Stock28% Foreign Stock20% Bonds4% Other 6% Short-termAsset ClassPercent of Portfolio42%28206 Domestic Stock Foreign StockBondsShort-term Other4 DescriptionValuePercent of Portfolio $47, 17% 28, 9 21, 7 15, 5 Johnson & Johnson (JNJ) Apple Inc (AAPL)NH Portfolio 2015 Delphi Corp Jr Sb Nt Slm Corp Spi Lkd Nt (OSM)

5 13, 5 Total$126, 45%Top HoldingsThis PeriodYear-to-DateTaxable$ $2, Dividends 1, Interest Short-term Capital Gains Long-term Capital Gains 1, Tax-exempt$ $3, Dividends 1, Interest 1, Tax-deferred$ $7, Return of Capital$4, $8, Liquidations $1, $5, $23, Income SummaryIMPORTANT: If you have any unsettled trades pending, the asset allocation presented above may be materially impacted and, depending on the size and scope of such unsettled trades, rendered unreliable. Asset allocation includes Other Holdings and Assets Held Away when applicable.

6 Please note that, due to rounding, percentages may not add to 100%. For further details, please see "Frequently Asked Questions" at ** SAMPLE STATEMENT **For informational purposes only4 of 28 INVESTMENT REPORT July 1 July 31, 2015 This PeriodYear-to-DateBeginning Account Value$88, $7 , Additions$59, $107, 9, , , , Transferred In Subtractions-$45, $94, , , , , , , Securities Transferred Out Cards, Checking & Bill Payments Trans. Costs, Fees & Charges Taxes , $1, $13, in Investment Value* Ending Account Value$103, $103, Value.

7 Change in Account Value $103, HoldingsHolding Type ValuePercent of $FFRXQt 3,50037%16,3873214,4621243,7241150,6565 BondsStocksMutual FundsExchange Traded ProductsOtherCore Account6,7403 Ending Market Value of Holdings $108,051 100%DescriptionValuePercent of Account12%13, , , , Inc (AAPL)Doubleline Total Return Bond (DBLTX) New York NY City Indl Dev Agy Rev Spdr Sertr Barclays Cap High Yield (JNK) Federal Natl Mtg AssnTotal $55, 51%Top Holdings*Appreciation or depreciation of your holdings due to price changes plus any distribution and income earned during the statement , $15, Bonds32% Stocks12% Mutual Funds11% Exchange Traded Products3% Core Account5% OtherAccount 111-111111 -oKn.

8 'oe ,ndiYidual 7O'** SAMPLE STATEMENT **For informational purposes only5 of 28 INVESTMENT REPORT July 1 July 31, 2015 Account Summary (continued)This PeriodYear-to-DateTaxable $ $2, Dividends 1, Interest Capital Gains Capital Gains 1, $ , 1, 1, of Capital$4, $8, Liquidations $1, Total $4, $16, Income SummaryThis PeriodYear-to-DateBeginning Core Account Balance$27, $15, -22, , , , , , ACTIVITY Securities BoughtSecurities SoldDividends, Interest and Other Income D Transaction CostsOther , Investment Activity$8, $70, 9.

9 MANAGEMENT ACTIVITY Deposits Withdrawals Taxes WithheldChecking ActivityDebit Card ActivityBill PaymentsFees & ChargesMargin Interest-1, , Cash Management Activity-$32, $82, Core Account Balance $3, $3, D Includes dividend Account Cash FlowCore Account: FDIC Insured Deposit at Fifth Third BankRealized Gains and Losses from Sales(May not reflect all gains and losses due to incomplete cost basis)This PeriodYear-to-DateNet Short-term Gain/Loss $ Gain Loss Disallowed Loss Long-term Gain/Loss Gain 1, Loss Disallowed Loss Gain/Loss $ Account 111-111111 -oKn : 'oe ,ndiYidual 7O'** SAMPLE STATEMENT **For informational purposes only6 of 28 HoldingsINVESTMENT REPORT July 1 July 31, 2015 Account 111-111111 -oKn.

10 'oe ,ndiYidual 7O'Mutual FundsDescriptionQuantityPricePer UnitEnding Market ValueTotal Cost BasisUnrealized Gain/LossEst. Annual Income (EAI)Est. Yield (EY)Bond FundsDOUBLELINE TOTAL RETURN BOND FD CL I (DBLTX) 30-day yield: 1, $ $11, $7, c $3, $ FundsFIDELITY INSTL MMKT PORT CL I (FMPXX) 7-day yield: 5, $ $5, N/AN/A Total Mutual Funds (12% of account holdings) $16, $7, $3, $ DescriptionQuantityPriceEnding ValueTotal Cost BasisUnrealized Gain/LossEst. Annual Income (EAI)Est. Yield (EY)FDIC INSURED DEPOSIT AT FIFTH THIRD BANK IRA NOT COVERED BY SIPC (QPIKQ) q Interest rate.