role: user

text: i need to ask Lisa a different question about old bank statements.


role: assistant

text: What do you need to ask her about them?


text: i want the SLCCU statements for the period before we switched the trust to a unitrust.  that happened in april of 2023.  before that time, the income allowance was defined as just dividends.


text: I’m checking the repo for how the unitrust change is described so the request can name the right time window cleanly.


text:
<turn_aborted>
The user interrupted the previous turn on purpose. Any running unified exec processes may still be running in the background. If any tools/commands were aborted, they may have partially executed; verify current state before retrying.
</turn_aborted>


text: it's never been mentioned before.  i'm bringing it up now because i think it's relevant.


text:
Then say that directly and be specific about the window.

Use this:

```text
One additional records request: could you please send me the SLCCU statements for the period before the trust was switched to a unitrust in April 2023?

I’m asking for those now because I think they’re relevant. Before the April 2023 switch, the allowance was defined as dividends only, so I want the pre-unitrust statements for comparison.
```

If you want to pin the range down harder:

```text
One additional records request: could you please send me the SLCCU statements through March 2023, before the trust was switched to a unitrust in April 2023?

I’m asking for those now because I think they’re relevant. Before that change, the allowance was defined as dividends only, so I want the pre-unitrust statements for comparison.
```


text: leave off the second paragraph.


text:
Use this:

```text
One additional records request: could you please send me the SLCCU statements through March 2023, before the trust was switched to a unitrust in April 2023?
```


text: send this


text: Saving the approved text verbatim to a file and previewing it first. Then I’ll send that exact file contents as a separate step.


text: The saved file matches the approved text exactly. Sending that exact file contents now.


text: Sent exactly as saved in `outbox/messages/2026-03-25_to_lisa_slccu_statements_through_march_2023.txt`.