List each reportable investment, stock, mutual fund, 401K profit sharing plan, etc. that you owned at any time during the reporting period.
Furthermore, itemize the holdings of investment accounts, such as IRAs, 401K plans, deferred compensation accounts, etc., if you made the buy and sell decisions for the account.
Never include account numbers.
Indicate the Commission has granted you a reporting modification or you are eligible for the principal residence exemption if neither apply. F-1 statements that attest to either will be flagged for review by PDC staff.