I expect they are going to want to see actual documentation, so have that available. Statements, confirmations, that kind of thing. Not the tax info, but the whole asset. It shouldn’t be any headache.
Just make sure your total asset, not just the investmenr balance, was below that protection limit on the day of filing. For the investment asset, it is the market value at that day, not the amount of initial investment. In any case, you should have these information on hand at the time of filing even it is below the asset protextion limit. I always print out or screen capture the balance as it would be hard to check the previous balance if there is no transaction or it is not on a statement day while you file.