FICTITIOUS DOCUMENT — FORGE DEMO ONLY · SPECIMEN
Alderbrook Wealth Partners
Halvern · Operations Desk
2026-07-09
To: Bellhaven Trust Co. — Advisory Fee Administration
From: Alderbrook Wealth Partners, Operations
Re: Authorization to deduct Q2 2026 advisory fee — The Ostrander Household

Bellhaven Trust Co.:

Per the standing advisory agreement and fee authorization on file, please deduct the following advisory fee for the second quarter of 2026 (billing period 2026-04-01 through 2026-06-30) from the custodial account identified below and remit to Alderbrook Wealth Partners under our standing arrangement.

HouseholdThe Ostrander Household
AccountSidney Ostrander — Individual Taxable
Account number••• 2552
Billing periodQ2 2026 (2026-04-01 – 2026-06-30)
Fee to deduct$1,551.29
Remittance instructions[REDACTED — SPECIMEN]

Deduct the fee shown above as a single debit. If the account cash balance is insufficient, please contact our operations desk before processing rather than liquidating positions.

This authorization is limited to the fee and period stated. Retain a copy with the account's fee-authorization file.

Sincerely,

Dana Merrow
Operations Associate · Alderbrook Wealth Partners