This can be an issue with popular mutual fund reporting service as well. (investopedia.com)
Then they have 2016 and 2017 order history reports, trade history reports, deposit and withdrawal reports and then all kinds of funding reports with different variations of a couple of those. (coinstaker.com)
All types of charities that offer donor - advised funds reported growth in most key metrics in 2016. (nptrust.org)