MDTA Finance and Administration Committee Meeting Materials

10 Portfolio Composition & Compliance – Compliance Report (continued)

Compliance

Credit Ratings

Market

Investment Policy Limit

With Investment

S&P

Moody's

Market Value ($)

% of Total

Policy

Municipal Debt - Austin, TX Comm Coll

AA+

Aa1 Aaa Aaa Aaa Aa1 Aaa

864,000

0.0% 5% 0.1% 5% 0.1% 5% 0.0% 5% 0.1% 5% 0.1% 5% 0.3% 5% 0.0% 5% 0.3% 5% 0.3% 5% 0.1% 5% 0.0% 5% 0.2% 5% 0.3% 5% 0.7% 5% 0.4% 5% 0.3% 5% 0.0% 5% 0.0% 5% 0.3% 5% 0.2% 5% 0.1% 5% 0.4% 5% 0.0% 5% 0.0% 5% 0.1% 5% 0.1% 5% 0.2% 5% 0.0% 5% 0.1% 5%

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

- Bergen County, NJ - Boston, City of - Collin County, TX

NR

2,634,847 1,573,137

AAA AAA AA+ AAA AAA AA+ AA+ AA+

957,120

- Contra Costa Comm, CA - Denver, City & County

2,000,040 1,753,146 8,804,748 1,011,200 8,082,343 7,668,560 1,716,975 1,007,810 6,159,960 9,566,762 20,327,475 10,277,076 9,414,912

- Emeryville, CA

NR NR

- Garland, TX

- Hawaii, State of

Aa2 Aaa Aaa

- Los Angeles CMNTY CLG DIST, CA

- Marin County, CA

NR

- Martinsville Independent School - Massachusetts, Commonwealth of

AAA AA+ AAA

NR

Aa1 Aaa Aaa Aa2 Aa1 Aa1 Aa2 Aa2 Aa1 Aaa Aa1

- Minnesota, State of

- Multnomah County, OR

NR AA

- New York City

- New York, State of

AA+ AA+

- Ohlone Comm College - Oregon Local Govts - Oregon School Board

989,891 894,960

NR AA

7,851,365 5,140,347 2,593,051 10,039,100

- Oregon, State of

AA+ AAA AA+ AAA

- Palm Beach County, FL

- Phoenix, City of

- Santa Clara County

NR

759,610 975,172

- Solano County Community

AA

Aa2

- Texas, State of

AAA

NR

2,020,100 2,150,841 4,903,381

- Travis County Health, Texas

NR NR

Aa2 Aa2 Aa1 Aa1

- Tulsa ISD, OK

- Westchester County, NY

AA+ AA+

829,560

- Wisconsin, State of

2,251,526

Sub-Total Municipal

135,219,015 2,804,628,956

4.8% 20%

Yes

Grand Total

100.0%

After reviewing the investment activity for the month ended June 30, 2026, we have not identified any instances of non-compliance with the Investment Policy.

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