Investments Not Appearing on State Sales Report
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While reviewing IL339 Sales by State and Category and Type report, we noticed that several investments aren't listed.
The most likely reason for investments not appearing on this report is that the investment type is not set up to be SEC limited. Since IL339 is an SEC report, any investment type not set up to be limited by the SEC is not included in the report output. To modify, edit the investment type and select the "SEC limited" checkbox.