$1)$For each fund $($ABNDX$,$MSFT$,$MA$,$NVDA$)$ provide or attach documentation $($hand or send it to me$)$ that shows:

$-$ the assets under management $($AUM$)$

$-$ the size and style category and$/$or investment objective for each fund $($column S$)$

$-$ What is the sector or industry breakdown of each equity fund$$s assets? Give me at least the top

$5$ sectors$/$industries$,$ but do include the sectors$/$industries your individual company stocks belong

to$,$ even if those are not in a fund$$s top $5.$

$-$ Verification that the fund is open to new investors.

$2)$Calculate the industry or sector exposure $($the sector$-$by$-$sector weights$)$ of your portfolio, up to the $5$

largest industry or sector allocations. This will generally exclude your bond fund unless it is a

sector$-$based corporate bond fund