The relevant evidence should explain the positions, hours and qualifying employment under the method used in the case.
Make the headcount interpretable
Identify the reporting period and actual arrangements. A list of names does not establish that each person occupies an eligible full-time position or that every job belongs in the required count.
Brokerage statements showing contributions and their origin, the holdings over time, and the sales that produced cash, supported by tax filings reporting the relevant gains and by records of any transfer between institutions. Retrieving twenty years of tax filings, obtaining statements from institutions that have merged or changed systems, and locating employment records from former employers all take weeks of waiting rather than hours of effort. Prepare a chronological funds ledger with the record supporting every material transfer, then compare names, account numbers and amounts across the evidence. Gather the will, probate or estate authority, asset-ownership history, valuation and sale evidence, tax records where relevant, distribution accounting, bank statements, and every transfer into the investment. Original transaction documents, banking evidence, project records, and the job methodology establish these issues better than balances or sales material. Documentation must also trace the lawful source and complete path of investment funds, distinguish capital from separate charges, and support at least ten full-time positions for qualifying US workers.