A: Funds-Axis Notes

For question 40 if you populate β€˜true’ you are required to complete the rest of the question. However, if you populate β€˜False’ the rest of the fields will not be populated in the XML.

For question 41 if you populate β€˜NONE’ you cannot populate anything in the β€˜other’ column. If you populate the risk measure as β€˜Other’ you must report it in the other column.

B: Extract from SEC paper version of form
C: Question – Specific FAQs from SEC Form PF FAQs

None.

D: Extracts from XML spec